XJHvsSCHMETF Comparison
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iShares ESG Select Screened S&P Mid-Cap ETF (XJH) and Schwab U.S. Mid-Cap ETF (SCHM) belong to the same industry segment: US Mid Cap. XJH's top 3 sector exposures are Finance, Industrials and Technology. In contrast, SCHM's top sector exposures are Finance, Technology and Industrials. XJH is more expensive with a Total Expense Ratio (TER) of 0.12%, versus 0.03% for SCHM. XJH is up 11.26% year-to-date (YTD) with +$47M in YTD flows. SCHM performs better with 16.99% YTD performance, and +$464M in YTD flows. Run a side-by-side ETF comparison of XJH and SCHM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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XJH vs SCHM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XJH SCHM | +0.49%+1.73% | -3.99%+0.05% | +11.26%+16.99% | +12.08%+17.05% | +63.51%+73.35% | +40.19%+41.40% |
| Flows | XJH SCHM | +$7M+$106M | +$13M+$224M | +$47M+$464M | +$58M+$464M | +$216M+$52M | +$277M+$1.12B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XJH SCHM | +12.63%+14.09% | +15.48%+16.46% | +17.93%+17.94% | +19.74%+19.79% |
| Max drawdown | XJH SCHM | -8.21%-7.18% | -9.65%-9.30% | -24.38%-23.35% | -24.99%-26.40% |
| Max drawdown duration | XJH SCHM | 72d71d | 53d46d | 379d283d | 815d855d |
Trading data
XJH | SCHM | |
Last sale 10/27/2026 at 1:30 PM | $49.25 | $34.86 |
| Previous close 10/27/2026 | $49.08 | $34.70 |
| Consolidated volume 10/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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XJH | SCHM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/27/2026 at 1:30 PM
Live
Closed
XJH | SCHM | |
|---|---|---|
| Last price | $49.25 | $34.86 |
| 1D performance | +0.35% | +0.46% |
| AuM | $416.24 M | $14.76 B |
| E/R | 0.12% | 0.03% |
Characteristics
XJH | SCHM | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | Schwab ETFs |
| Benchmark | S&P MidCap 400 Sustainability Screened Index | Dow Jones U.S. Mid-Cap Total Stock Market Index |
| N° of holdings | 352 | 491 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 22, 2020 | January 13, 2011 |
| ESG | Yes | No |
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Exposure
Countries
XJH
USA
95.89%
Other
4.11%
SCHM
USA
96.52%
Other
3.48%
Sectors
XJH
Finance
24.3%
Industrials
16.81%
Technology
15.38%
Healthcare
10.73%
Non-Energy Materi.
10.6%
Other
22.17%
SCHM
Finance
19.22%
Technology
18.84%
Industrials
16.03%
Healthcare
13.16%
Non-Energy Materi.
9.47%
Other
23.28%
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Diversification
XJH
Total weight of top 15 holdings out of 15
12.52%
SCHM
Total weight of top 15 holdings out of 15
14.96%
Top 15 holdings
Data as of August 31, 2026
XJH
Twilio, Inc.
1.16%
Illumina, Inc.
1.04%
TechnipFMC plc
1.01%
Everpure, Inc.
0.95%
Okta, Inc.
0.94%
ATI, Inc.
0.90%
nVent Electric Plc
0.79%
Carpenter Technology Corp.
0.77%
US Foods Holding Corp.
0.75%
Tenet Healthcare Corp.
0.74%
XPO, Inc.
0.74%
United Therapeutics Corp.
0.70%
Curtiss-Wright Corp.
0.70%
Royal Gold, Inc.
0.69%
Entegris, Inc.
0.67%
SCHM
Sandisk Corp.
4.04%
Lumentum Holdings, Inc.
1.26%
Bloom Energy Corp.
1.06%
Coherent Corp.
1.05%
Moderna, Inc.
1.05%
Ciena Corp.
1.01%
Revolution Medicines, Inc.
0.79%
Flex Ltd.
0.75%
Twilio, Inc.
0.64%
Steel Dynamics, Inc.
0.58%
Centene Corp.
0.57%
Casey's General Stores, Inc.
0.56%
TechnipFMC plc
0.56%
ATI, Inc.
0.55%
Tapestry, Inc.
0.49%
Frequently asked questions about XJH and SCHM
How have the XJH and SCHM ETFs performed in 2026?
As of October 27, 2026, XJH is up 11.26% year-to-date (YTD), while SCHM has returned 16.99%. That puts SCHM better performer ahead so far this year.
Which ETF is attracting more investor money: XJH or SCHM?
Year-to-date, the XJH ETF saw +$47M in flows, compared to +$464M for SCHM.
Which ETF is more volatile: XJH or SCHM?
Over the past year, XJH had a volatility of 15.48%, while SCHM experienced 16.46%.
Which ETF is bigger: XJH or SCHM?
As of October 27, 2026, XJH holds $416.24 M in assets under management (AUM), while SCHM manages $14.76 B.
What sectors do the XJH and SCHM ETFs invest in?
XJH leans toward sectors like Finance, Industrials and Technology. Meanwhile, SCHM focuses on Finance, Technology and Industrials.
What are the top holdings of the XJH ETF and SCHM ETF?
XJH top holdings include Twilio, Inc., Illumina, Inc. and TechnipFMC plc. SCHM holds in its top three: Sandisk Corp., Lumentum Holdings, Inc. and Bloom Energy Corp..
Which ETF is more diversified: XJH or SCHM?
XJH holds 352 securities with 12.52% of its assets in the top 15. SCHM has 491 securities and a top 15 weight of 14.96%.
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