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SCHM vs IJH

Comparison between SCHWAB U.S. MID-CAP ETF (SCHM, ETF) and ISHARES CORE S&P MID-CAP ETF (IJH, ETF).

5-Year PerformanceIJH has outperformed SCHM, delivering a return of +7.8% compared to +7.5%

SCHM vs IJH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SCHM
$14B
Winner
IJH
$116B
Expense Ratio
Winner
SCHM
0.04%
IJH
0.05%
Max Drawdown
Winner
SCHM
42.43%
IJH
56.14%
Sharpe Ratio
Winner
SCHM
1.49
IJH
1.21
5Y Beta
SCHM
1.00
Winner
IJH
0.98
P/E Ratio
SCHM
34.56
Winner
IJH
25.49
Forward P/E
SCHM
17.55
Winner
IJH
16.70
5Y Dividends CAGR
SCHM
9.77%
Winner
IJH
12.31%
5Y EPS CAGR
SCHM
10.94%
Winner
IJH
12.84%
Debt to Equity
Winner
SCHM
25.63%
IJH
49.29%
P/S Ratio
SCHM
1.68
Winner
IJH
1.61
P/B Ratio
SCHM
2.84
Winner
IJH
2.77

SCHM vs IJH - Holdings Comparison

SCHM and IJH have 280 common holdings. Overlap is 46.20%

SCHM's top 25 holdings weight is 19.81%. IJH's top 25 holdings weight is 17.22%.

RankSCHMIJH
#1
SANDISK CORP ORDINARY SHARES (SNDK) - 4.36%
FLEX LTD (FLEX) - 1.41%
#2
CIENA CORP (CIEN) - 1.58%
TECHNIPFMC PLC (FTI) - 0.83%
#3
BLOOM ENERGY CORP CLASS A (BE) - 1.45%
TWILIO INC CLASS A (TWLO) - 0.82%
#4
COHERENT CORP (COHR) - 1.33%
EVERPURE INC CLASS A (P) - 0.79%
#5
LUMENTUM HOLDINGS INC (LITE) - 1.21%
CURTISS-WRIGHT CORP (CW) - 0.78%
#6
FLEX LTD (FLEX) - 0.98%
NVENT ELECTRIC PLC (NVT) - 0.77%
#7
STEEL DYNAMICS INC (STLD) - 0.64%
FABRINET (FN) - 0.73%
#8
REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.57%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.72%
#9
CASEY'S GENERAL STORES INC (CASY) - 0.56%
UNITED THERAPEUTICS CORP (UTHR) - 0.71%
#10
n/a (ASTS) - 0.55%
XPO INC (XPO) - 0.69%
#11
TECHNIPFMC PLC (n/a) - 0.54%
MASTEC INC (MTZ) - 0.68%
#12
TAPESTRY INC (TPR) - 0.53%
STERLING INFRASTRUCTURE INC (STRL) - 0.65%
#13
TWILIO INC CLASS A (TWLO) - 0.53%
ATI INC (ATI) - 0.64%
#14
NVENT ELECTRIC PLC (NVT) - 0.51%
ILLUMINA INC (ILMN) - 0.64%
#15
CURTISS-WRIGHT CORP (CW) - 0.51%
CARPENTER TECHNOLOGY CORP (CRS) - 0.62%
#16
CENTENE CORP (CNC) - 0.50%
MKS INC (MKSI) - 0.62%
#17
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.49%
WOODWARD INC (WWD) - 0.60%
#18
FTAI AVIATION LTD (FTAI) - 0.48%
ENTEGRIS INC (ENTG) - 0.59%
#19
UNITED THERAPEUTICS CORP (UTHR) - 0.46%
BURLINGTON STORES INC (BURL) - 0.58%
#20
XPO INC (XPO) - 0.46%
TTM TECHNOLOGIES INC (TTMI) - 0.57%
#21
EAST WEST BANCORP INC (EWBC) - 0.32%
LATTICE SEMICONDUCTOR CORP (LSCC) - 0.57%
#22
ITT INC (ITT) - 0.32%
NEXTPOWER INC CLASS A (NXT) - 0.56%
#23
ROKU INC CLASS A (ROKU) - 0.31%
RB GLOBAL INC (RBA) - 0.56%
#24
RAMBUS INC (RMBS) - 0.31%
RELIANCE INC (RS) - 0.55%
#25
KIMCO REALTY CORP (KIM) - 0.31%
BWX TECHNOLOGIES INC (BWXT) - 0.54%
Total Holdings459405

SCHM vs IJH - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SCHM
+1.16%
IJH
+0.93%
3M
Winner
SCHM
+8.80%
IJH
+6.10%
6M
Winner
SCHM
+15.69%
IJH
+11.95%
1Y
Winner
SCHM
+29.71%
IJH
+23.89%
5Y(CAGR)
SCHM
+7.54%
Winner
IJH
+7.83%
10Y(CAGR)
Winner
SCHM
+11.02%
IJH
+11.01%
Max(CAGR)
Winner
SCHM
+11.31%
IJH
+9.83%

SCHM vs IJH - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearSCHMIJH
2026+14.55%+10.78%
2025+10.33%+7.70%
2024+12.62%+14.30%
2023+17.39%+16.97%
2022-17.26%-13.38%
2021+21.32%+26.66%
2020+14.95%+13.41%
2019+27.82%+26.51%
2018-9.47%-12.01%
2017+18.99%+15.64%
2016+16.05%+22.32%
2015+0.01%-2.19%
2014+11.21%+10.92%
2013+32.95%+29.75%
2012+16.31%+16.54%
2011-2.92%-3.28%
2010N/A+24.62%
2009N/A+34.22%
2008N/A-35.77%
2007N/A+6.60%
2006N/A+8.29%
2005N/A+14.46%
2004N/A+15.78%
2003N/A+31.45%
2002N/A-13.94%
2001N/A+3.46%
2000N/A+13.87%

SCHM vs IJH Drawdown Comparison

The maximum drawdown for SCHM was -42.43%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.

The maximum drawdown for IJH was -55.07%, occurring on Mar 9, 2009. Recovery took 883 trading sessions.

The current SCHM drawdown is -2.63%. The current IJH drawdown is -2.00%.

RankSCHMIJH
#1-42.43%
Feb 20, 2020 - Nov 9, 2020		-55.07%
Jun 4, 2007 - Dec 2, 2010
#2-26.46%
Nov 16, 2021 - Mar 21, 2024		-42.18%
Feb 20, 2020 - Nov 9, 2020
#3-26.37%
Apr 29, 2011 - Mar 13, 2012		-31.94%
Apr 17, 2002 - Oct 13, 2003
#4-23.27%
Nov 25, 2024 - Sep 5, 2025		-26.17%
Apr 29, 2011 - Mar 19, 2012
#5-22.73%
Sep 14, 2018 - Jul 5, 2019		-25.63%
Sep 7, 2000 - Mar 19, 2002
#6-19.98%
Jun 23, 2015 - Jul 12, 2016		-24.10%
Nov 25, 2024 - Dec 10, 2025
#7-12.09%
Mar 19, 2012 - Sep 12, 2012		-23.85%
Nov 16, 2021 - Feb 9, 2024
#8-10.78%
Sep 2, 2014 - Nov 20, 2014		-23.13%
Aug 29, 2018 - Nov 25, 2019
#9-9.61%
Jan 26, 2018 - Jun 6, 2018		-19.23%
Jun 23, 2015 - Jul 11, 2016
#10-9.32%
Feb 26, 2026 - Apr 14, 2026		-12.63%
May 8, 2006 - Nov 22, 2006
#11-8.18%
Jul 16, 2024 - Sep 19, 2024		-11.18%
Mar 26, 2012 - Sep 6, 2012
#12-7.35%
Sep 14, 2012 - Dec 18, 2012		-10.71%
Apr 5, 2004 - Nov 4, 2004
#13-7.34%
May 21, 2013 - Jul 11, 2013		-10.58%
Jul 1, 2014 - Nov 21, 2014
#14-7.19%
Jul 24, 2019 - Nov 4, 2019		-9.70%
Jan 26, 2018 - Jun 6, 2018
#15-7.05%
Mar 28, 2024 - Jul 16, 2024		-8.83%
Feb 20, 2026 - Apr 17, 2026

Correlation

Correlation between SCHM and IJH is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (2000 - 2026)

SCHM vs IJH dividend yield comparison.

YearSCHMIJH
20260.22%0.21%
20251.46%1.36%
20241.43%1.33%
20231.50%1.46%
20221.67%1.68%
20211.13%1.18%
20201.31%1.28%
20191.48%1.63%
20181.56%1.72%
20171.27%1.19%
20161.51%1.60%
20151.54%1.56%
20141.48%1.34%
20131.27%1.29%
20121.67%1.43%
20111.19%1.27%
20100.00%1.06%
20090.00%1.28%
20080.00%2.04%
20070.00%1.29%
20060.00%1.18%
20050.00%1.13%
20040.00%0.87%
20030.00%0.87%
20020.00%1.01%
20010.00%0.79%
20000.00%0.75%

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