SCHMvsXJHETF Comparison
VS
Schwab U.S. Mid-Cap ETF (SCHM) and iShares ESG Select Screened S&P Mid-Cap ETF (XJH) belong to the same industry segment: US Mid Cap. Both ETFs have the same top 3 sector exposures: Industrials, Information Technology and Financials. SCHM is less expensive with a Total Expense Ratio (TER) of 0.04%, versus 0.12% for XJH. SCHM is up 13.14% year-to-date (YTD) with +$334M in YTD flows. XJH performs worse with 10.57% YTD performance, and +$7M in YTD flows. Run a side-by-side ETF comparison of SCHM and XJH below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
SCHM vs XJH performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 05/04/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCHM XJH | +7.79%+7.06% | +6.25%+4.47% | +13.14%+10.57% | +31.68%+27.21% | +63.06%+53.46% | +41.33%+40.05% |
| Flows | SCHM XJH | +$81M+$115K | +$340M+$5M | +$334M+$7M | +$173M+$44M | +$61M+$188M | +$1.33B+$268M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHM XJH | +19.47%+19.52% | +15.95%+16.32% | +17.81%+18.19% | +19.66%+19.86% |
| Max drawdown | SCHM XJH | -9.30%-9.65% | -9.30%-9.65% | -23.35%-24.38% | -26.40%-24.99% |
| Max drawdown duration | SCHM XJH | 46d53d | 46d53d | 283d379d | 855d815d |
Trading data
SCHM | XJH | |
Last sale 5/5/2026 at 1:30 PM | $34.43 | $49.25 |
| Previous close 05/05/2026 | $33.92 | $48.56 |
| Consolidated volume 05/05/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of April 30, 2026
1-year trailing difference
Create an account to view replication metrics
Join for free
SCHM | XJH | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Advertisement
Main metrics
Last update 5/5/2026 at 1:30 PM
Live
Closed
SCHM | XJH | |
|---|---|---|
| Last price | $34.43 | $49.25 |
| 1D performance | +1.50% | +1.43% |
| AuM | $14.24 B | $376.39 M |
| E/R | 0.04% | 0.12% |
Characteristics
SCHM | XJH | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Schwab ETFs | iShares |
| Benchmark | Dow Jones U.S. Mid-Cap Total Stock Market Index | S&P MidCap 400 Sustainability Screened Index |
| N° of holdings | 449 | 347 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 13, 2011 | September 22, 2020 |
| ESG | No | Yes |
Advertisement
Exposure
Countries
SCHM
USA
92.55%
Other
7.45%
XJH
USA
92.59%
Other
7.41%
Sectors
SCHM
Industrials
19.21%
Information Techn.
12.27%
Financials
11.23%
Health Care
10.71%
Consumer Discreti.
9.95%
Materials
7.16%
Other
29.48%
XJH
Industrials
21.66%
Information Techn.
14.35%
Financials
13.9%
Consumer Discreti.
11.3%
Health Care
9.94%
Materials
7.45%
Other
21.4%
Advertisement
Diversification
SCHM
Total weight of top 15 holdings out of 15
11.32%
XJH
Total weight of top 15 holdings out of 15
11.69%
Top 15 holdings
Data as of March 31, 2026
SCHM
US80004C2008
1.92%
CIENA
1.16%
LUMENTUM HOLDINGS
1.05%
US19247G1076
0.98%
BLOOM ENERGY CORP
0.74%
TEXAS PACIFIC LAND CORP
0.62%
TECHNIPFMC PLC
0.61%
TAPESTRY INC
0.61%
CASEYS GENERAL STORES
0.57%
CURTISS WRIGHT
0.53%
KYG3730V1059
0.52%
FLEX LTD
0.51%
OMNICOM
0.51%
STEEL DYNAMICS
0.51%
UTD THERAPEUT
0.49%
XJH
TECHNIPFMC PLC
0.98%
CASEYS GENERAL STORES
0.95%
UTD THERAPEUT
0.90%
CURTISS WRIGHT
0.88%
FLEX LTD
0.85%
XPO LOGISTICS
0.80%
WOODWARD
0.75%
ROYAL GOLD
0.73%
US FOODS HOLDING CORP
0.72%
BURLINGTON STORES
0.71%
ATI INC
0.70%
MICHAEL STORES
0.69%
CARPENTER TECHNOLOGY
0.69%
NVENT ELECTRIC PLC
0.67%
TWILIO
0.67%
Frequently asked questions about SCHM and XJH
How have the SCHM and XJH ETFs performed in 2026?
As of May 4, 2026, SCHM is up 13.14% year-to-date (YTD), while XJH has returned 10.57%. That puts SCHM better performer ahead so far this year.
Which ETF is attracting more investor money: SCHM or XJH?
Year-to-date, the SCHM ETF saw +$334M in flows, compared to +$7M for XJH.
Which ETF is more volatile: SCHM or XJH?
Over the past year, SCHM had a volatility of 15.95%, while XJH experienced 16.32%.
Which ETF is bigger: SCHM or XJH?
As of May 4, 2026, SCHM holds $14.24 B in assets under management (AUM), while XJH manages $376.39 M.
What sectors do the SCHM and XJH ETFs invest in?
SCHM leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, XJH focuses on Industrials, Information Technology and Financials.
What are the top holdings of the SCHM ETF and XJH ETF?
SCHM top holdings include US80004C2008, CIENA and LUMENTUM HOLDINGS. XJH holds in its top three: TECHNIPFMC PLC, CASEYS GENERAL STORES and UTD THERAPEUT.
Which ETF is more diversified: SCHM or XJH?
SCHM holds 497 securities with 11.32% of its assets in the top 15. XJH has 359 securities and a top 15 weight of 11.69%.
Advertisement
Advertisement
