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IJH vs SCHM

iShares Core S&P Mid-Cap ETF vs Schwab U.S. Mid-Cap ETF

IJH

iShares Core S&P Mid-Cap ETF

iShares

Annual cost

0.05%

Fund size

$115.7B

SCHM

Schwab U.S. Mid-Cap ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$14.3B

Key differences

  • IJH is significantly larger than SCHM — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SCHM has delivered higher annualized returns.
  • IJH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IJHSCHM
Annual cost (TER)0.05%0.04%
Fund size (AUM)$115.7B$14.3B
Since20002011
Dividend yield1.22%1.28%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.7%+30.9%
CAGR 3Y+16.0%+17.7%
CAGR 5Y+7.8%+7.8%
Sharpe 3Y0.720.81
Volatility 1Y15.66%15.72%
Max drawdown-42.18%-42.43%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IJH and SCHM