IJH vs SCHD: how much do they overlap?
iShares Core S&P Mid-Cap ETF (IJH) · Schwab U.S. Dividend Equity ETF (SCHD)
overlap by weight · 19 shared holdings
IJH: 399 holdings (as of 2026-03-31) · SCHD: 97 holdings (as of 2026-02-28)
Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.
Low overlap
What this means
IJH and SCHD hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Overlap by weight sums the smaller of the two funds' weights for every stock they both hold — it answers "how much of my money is in the same stocks either way?" See methodology.
Top shared holdings
| Company | Ticker | in IJH | in SCHD |
|---|---|---|---|
| Ovintiv Inc | OVV | 0.51% | 0.46% |
| East West Bancorp Inc | EWBC | 0.46% | 0.54% |
| Watsco Inc | WSO | 0.4% | 0.52% |
| Fidelity National Financial, Inc. | FNF | 0.37% | 0.48% |
| Unum Group | UNM | 0.35% | 0.4% |
| HF Sinclair Corp. | DINO | 0.3% | 0.28% |
| American Financial Group, Inc. | AFG | 0.28% | 0.33% |
| Columbia Banking System Inc. | COLB | 0.25% | 0.31% |
| AUTOLIV INC | ALV | 0.23% | 0.3% |
| Janus Henderson Group PLC | JHG | 0.2% | 0.23% |
FAQ
How much do IJH and SCHD overlap?
IJH and SCHD have a 4.4% overlap by weight, sharing 19 holdings (out of 399 in IJH and 97 in SCHD), based on official issuer holdings as of 2026-03-31.
What does 4.4% overlap mean?
IJH and SCHD hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do IJH and SCHD both hold?
The largest shared positions are Ovintiv Inc, East West Bancorp Inc, Watsco Inc, Fidelity National Financial, Inc., Unum Group. The full list of top shared holdings with weights in each fund is shown on this page.