SCHZ vs. IJJ ETF Comparison

Comparison of Schwab US Aggregate Bond ETF (SCHZ) to iShares S&P Mid-Cap 400 Value ETF (IJJ)
SCHZ

Schwab US Aggregate Bond ETF

SCHZ Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Barclays U.S. Aggregate Bond IndexSM. The fund invests at least 90% of its net assets in securities included in the index. The index is a broad based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.

Grade (RS Rating)

Last Trade

$23.15

Average Daily Volume

1,160,765

Number of Holdings *

539

* may have additional holdings in another (foreign) market
IJJ

iShares S&P Mid-Cap 400 Value ETF

IJJ Description The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P MidCap 400® Value Index (the "underlying index"), which measures the performance of the mid-capitalization value sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$135.52

Average Daily Volume

107,614

Number of Holdings *

292

* may have additional holdings in another (foreign) market
Performance
Period SCHZ IJJ
30 Days 0.39% 9.70%
60 Days -1.88% 10.04%
90 Days -1.08% 11.88%
12 Months 7.60% 33.17%
77 Overlapping Holdings
Symbol Grade Weight in SCHZ Weight in IJJ Overlap
AAL B 0.0% 0.63% 0.0%
ADC B 0.0% 0.51% 0.0%
AFG A 0.0% 0.69% 0.0%
ALLY C 0.0% 0.67% 0.0%
AMG B 0.0% 0.38% 0.0%
AMH C 0.0% 0.32% 0.0%
AN B 0.0% 0.29% 0.0%
ARW D 0.0% 0.41% 0.0%
AVT C 0.0% 0.31% 0.0%
AYI B 0.0% 0.33% 0.0%
BC C 0.0% 0.14% 0.0%
BERY B 0.0% 0.51% 0.0%
BHF B 0.0% 0.21% 0.0%
BKH B 0.0% 0.29% 0.0%
BRX A 0.0% 0.33% 0.0%
CBT C 0.0% 0.13% 0.0%
CHH A 0.0% 0.11% 0.0%
CNH A 0.0% 0.63% 0.0%
CNO A 0.0% 0.28% 0.0%
CUBE D 0.0% 0.33% 0.0%
EPR D 0.0% 0.09% 0.0%
EQH B 0.0% 0.0% 0.0%
FAF B 0.0% 0.45% 0.0%
FHN B 0.0% 0.73% 0.0%
FLO C 0.0% 0.29% 0.0%
FLS A 0.0% 0.29% 0.0%
FNF B 0.0% 0.0% 0.0%
G B 0.0% 0.5% 0.0%
GLPI B 0.0% 0.51% 0.0%
GXO B 0.0% 0.18% 0.0%
HOG F 0.0% 0.26% 0.0%
HR B 0.0% 0.43% 0.0%
IDA B 0.0% 0.26% 0.0%
ILMN C 0.0% 1.53% 0.0%
INGR B 0.0% 0.42% 0.0%
JEF A 0.0% 0.8% 0.0%
KEX B 0.0% 0.29% 0.0%
KMPR B 0.0% 0.29% 0.0%
KRC C 0.0% 0.28% 0.0%
KRG B 0.0% 0.4% 0.0%
LEA F 0.0% 0.36% 0.0%
NFG B 0.0% 0.37% 0.0%
NNN D 0.0% 0.33% 0.0%
NOV C 0.0% 0.43% 0.0%
NWE A 0.0% 0.23% 0.0%
OGE A 0.0% 0.57% 0.0%
OGS A 0.0% 0.28% 0.0%
OHI D 0.0% 0.41% 0.0%
ORI A 0.0% 0.6% 0.0%
OSK B 0.0% 0.49% 0.0%
PVH C 0.0% 0.39% 0.0%
R B 0.0% 0.48% 0.0%
REXR F 0.0% 0.38% 0.0%
RGA A 0.0% 1.02% 0.0%
RNR C 0.0% 0.41% 0.0%
RPM A 0.0% 0.54% 0.0%
SBRA B 0.0% 0.29% 0.0%
SF B 0.0% 0.8% 0.0%
SIGI B 0.0% 0.18% 0.0%
SNV B 0.0% 0.54% 0.0%
SNX C 0.0% 0.59% 0.0%
SON D 0.0% 0.33% 0.0%
SWX B 0.0% 0.31% 0.0%
THG C 0.0% 0.39% 0.0%
TKR D 0.0% 0.2% 0.0%
UNM A 0.0% 0.0% 0.0%
VLY B 0.0% 0.32% 0.0%
VMI A 0.0% 0.46% 0.0%
VNO B 0.0% 0.46% 0.0%
VOYA B 0.0% 0.32% 0.0%
WBS B 0.0% 0.69% 0.0%
WHR B 0.0% 0.42% 0.0%
WPC D 0.0% 0.81% 0.0%
WTRG B 0.0% 0.34% 0.0%
WU D 0.0% 0.0% 0.0%
XRAY F 0.0% 0.24% 0.0%
ZION B 0.0% 0.59% 0.0%
SCHZ Overweight 462 Positions Relative to IJJ
Symbol Grade Weight
WIT A 0.08%
NOW B 0.01%
UHS D 0.01%
CHD B 0.01%
DLTR D 0.01%
MCHP F 0.01%
BIIB F 0.01%
STLA F 0.01%
EDC F 0.01%
CTS B 0.01%
DD D 0.01%
MDT D 0.01%
DT C 0.01%
COO D 0.0%
OCSL D 0.0%
GPC D 0.0%
SAN F 0.0%
SAVE D 0.0%
SAFE F 0.0%
EPRT B 0.0%
SUI D 0.0%
SKT A 0.0%
ALB C 0.0%
CDNS B 0.0%
COKE C 0.0%
CACC D 0.0%
TEL B 0.0%
PRE D 0.0%
AVA B 0.0%
WRB A 0.0%
TME F 0.0%
FTNT C 0.0%
DAL B 0.0%
NEU C 0.0%
PSEC D 0.0%
STE F 0.0%
CTVA B 0.0%
PWR A 0.0%
GBDC B 0.0%
AIZ B 0.0%
TSCO C 0.0%
BDN C 0.0%
JD D 0.0%
MHK D 0.0%
LAZ B 0.0%
HP C 0.0%
ROST C 0.0%
MCY B 0.0%
BKU B 0.0%
KMT B 0.0%
CHRW C 0.0%
BBY D 0.0%
SCS B 0.0%
DRI B 0.0%
AVY D 0.0%
INVH D 0.0%
EA C 0.0%
RS B 0.0%
AAP C 0.0%
EXP B 0.0%
DXC B 0.0%
DOX D 0.0%
XYL D 0.0%
LXP D 0.0%
BCSF B 0.0%
PDM D 0.0%
SLG B 0.0%
GSBD F 0.0%
NVR D 0.0%
CE F 0.0%
AGO A 0.0%
EG C 0.0%
NHI D 0.0%
TRMB B 0.0%
DOV A 0.0%
SITC D 0.0%
OPI F 0.0%
STLD B 0.0%
OC B 0.0%
CTRA B 0.0%
LNC B 0.0%
MCO A 0.0%
MAIN A 0.0%
MTB B 0.0%
HUBB B 0.0%
TPR A 0.0%
JNPR F 0.0%
H A 0.0%
WEC A 0.0%
VRSN F 0.0%
HII F 0.0%
ESGR B 0.0%
HPP F 0.0%
PNR B 0.0%
EW C 0.0%
VFC C 0.0%
VNT C 0.0%
LII A 0.0%
WB C 0.0%
FMC D 0.0%
FRT A 0.0%
PCAR B 0.0%
PFG C 0.0%
ADI D 0.0%
SWKS F 0.0%
NVT B 0.0%
SNA A 0.0%
NTAP C 0.0%
GL C 0.0%
ROK B 0.0%
RL B 0.0%
URI B 0.0%
EFX D 0.0%
AGR B 0.0%
AJG A 0.0%
L B 0.0%
SPGI C 0.0%
ESS B 0.0%
DGX B 0.0%
HAS D 0.0%
AWH F 0.0%
ORLY B 0.0%
PHM C 0.0%
PSA C 0.0%
BEN C 0.0%
AXS A 0.0%
MOS F 0.0%
JBLU F 0.0%
CTAS B 0.0%
VMC B 0.0%
HIW D 0.0%
DSS F 0.0%
PPG D 0.0%
AES F 0.0%
AMCR D 0.0%
LEN C 0.0%
MKL A 0.0%
ADP B 0.0%
HRL D 0.0%
APD A 0.0%
REG B 0.0%
IPG C 0.0%
GP F 0.0%
EMR A 0.0%
RF B 0.0%
EE B 0.0%
PLD D 0.0%
SWK D 0.0%
BR A 0.0%
EVRG A 0.0%
IEX B 0.0%
CMA A 0.0%
ALLE D 0.0%
LEG D 0.0%
HRB D 0.0%
KSS F 0.0%
DOC C 0.0%
WM A 0.0%
BWA C 0.0%
EL F 0.0%
CMI A 0.0%
MKC D 0.0%
BAX F 0.0%
IVZ B 0.0%
WLK D 0.0%
CBOE B 0.0%
JBL C 0.0%
LDOS D 0.0%
NDAQ A 0.0%
HST C 0.0%
FLEX B 0.0%
DG F 0.0%
AFL B 0.0%
RJF A 0.0%
DHI D 0.0%
CNA B 0.0%
CPT B 0.0%
MAA B 0.0%
LHX C 0.0%
MRVL B 0.0%
MRO B 0.0%
APH B 0.0%
MSI C 0.0%
AMP B 0.0%
DLR A 0.0%
JBHT C 0.0%
LIN D 0.0%
A D 0.0%
ARE D 0.0%
FSK A 0.0%
REGN F 0.0%
CSL B 0.0%
BRO B 0.0%
PKG B 0.0%
FTV B 0.0%
WEST C 0.0%
HIG B 0.0%
TXT D 0.0%
EMN D 0.0%
INTU C 0.0%
MDLZ F 0.0%
FIS D 0.0%
VTR D 0.0%
HUN F 0.0%
SCHW A 0.0%
CINF A 0.0%
CNP A 0.0%
CL D 0.0%
LRCX F 0.0%
WAB B 0.0%
PH A 0.0%
TMO F 0.0%
EQR B 0.0%
CFG B 0.0%
MAR A 0.0%
HSY F 0.0%
MAS C 0.0%
RPRX D 0.0%
SRE A 0.0%
CME A 0.0%
IP B 0.0%
ECL D 0.0%
VRSK A 0.0%
SYF A 0.0%
EBAY C 0.0%
LNT A 0.0%
NEM F 0.0%
LYB F 0.0%
MLM B 0.0%
NTRS A 0.0%
TDY B 0.0%
CMS C 0.0%
BSX C 0.0%
PPL B 0.0%
LLY F 0.0%
CF B 0.0%
EOG C 0.0%
OTIS C 0.0%
IFF D 0.0%
ACGL D 0.0%
APTV F 0.0%
JCI C 0.0%
XEL A 0.0%
BIDU F 0.0%
KIM A 0.0%
HBAN B 0.0%
DE B 0.0%
DHR D 0.0%
AON A 0.0%
MCK C 0.0%
O D 0.0%
AEP D 0.0%
GLW B 0.0%
NUE D 0.0%
SJM D 0.0%
OMC C 0.0%
ETR B 0.0%
OKE C 0.0%
ROP B 0.0%
BLK C 0.0%
KR A 0.0%
KLAC F 0.0%
CAH B 0.0%
LUV B 0.0%
TT B 0.0%
MPC F 0.0%
CCI D 0.0%
GD F 0.0%
ALL B 0.0%
CPB D 0.0%
NKE F 0.0%
HES C 0.0%
ATO A 0.0%
PEG A 0.0%
CAF D 0.0%
MU D 0.0%
ADBE C 0.0%
TJX A 0.0%
ZTS D 0.0%
STZ D 0.0%
FE D 0.0%
NXPI D 0.0%
UPS C 0.0%
NSC A 0.0%
CP D 0.0%
PG A 0.0%
BKNG B 0.0%
ICE D 0.0%
CAG D 0.0%
AMAT F 0.0%
KDP D 0.0%
TGT F 0.0%
FITB B 0.0%
SHW A 0.0%
GWW A 0.0%
CLX C 0.0%
LVS C 0.0%
STT A 0.0%
GPN C 0.0%
DVN F 0.0%
SLB C 0.0%
WY D 0.0%
PGR A 0.0%
ES D 0.0%
WELL C 0.0%
FANG F 0.0%
ARCC A 0.0%
ZBH C 0.0%
AVB B 0.0%
SCCO F 0.0%
HUM C 0.0%
WBA D 0.0%
RSG A 0.0%
EIX A 0.0%
AWK D 0.0%
KMB C 0.0%
BG F 0.0%
COE C 0.0%
PAA B 0.0%
MMM D 0.0%
MA B 0.0%
KOF F 0.0%
MMC A 0.0%
UDR B 0.0%
DTE C 0.0%
SYY C 0.0%
EQIX A 0.0%
KEYS B 0.0%
HON B 0.0%
PYPL A 0.0%
BMO A 0.0%
BNS A 0.0%
TXN D 0.0%
AZO C 0.0%
EPD B 0.0%
AL A 0.0%
CSX B 0.0%
SPG C 0.0%
COST B 0.0%
DOW F 0.0%
NI A 0.0%
SBUX B 0.0%
BXP D 0.0%
CARR C 0.0%
TAP C 0.0%
TRV B 0.0%
PNC A 0.0%
NVDA C 0.0%
HAL C 0.0%
FDX B 0.0%
HPQ B 0.0%
PNW B 0.0%
PEP F 0.0%
CM A 0.0%
ITW A 0.0%
VLO C 0.0%
BDX F 0.0%
DB D 0.0%
MPLX B 0.0%
FOXA C 0.0%
USB A 0.0%
LOW C 0.0%
D C 0.0%
GIS D 0.0%
ADSK B 0.0%
MP A 0.0%
RY B 0.0%
TSN B 0.0%
DUK C 0.0%
SO D 0.0%
NEE D 0.0%
CRM B 0.0%
ED D 0.0%
UNP C 0.0%
CB D 0.0%
PRU A 0.0%
WMB B 0.0%
ETN A 0.0%
AEE A 0.0%
EXPE B 0.0%
NOC D 0.0%
AMT D 0.0%
AXP A 0.0%
ADM F 0.0%
PSX C 0.0%
LH B 0.0%
AIG B 0.0%
TFC B 0.0%
K A 0.0%
SYK C 0.0%
GOOGL C 0.0%
MET A 0.0%
KMI B 0.0%
AER A 0.0%
QCOM F 0.0%
HCA F 0.0%
BABA D 0.0%
GM B 0.0%
UAL B 0.0%
UNH B 0.0%
PM B 0.0%
LMT D 0.0%
BK A 0.0%
EXC D 0.0%
PFE D 0.0%
DIS B 0.0%
EQNR D 0.0%
MUFG B 0.0%
CAT B 0.0%
KO D 0.0%
KEY A 0.0%
MO A 0.0%
NWG C 0.0%
DFS B 0.0%
MCD D 0.0%
INTC C 0.0%
JNJ D 0.0%
BHP F 0.0%
GILD B 0.0%
RTX D 0.0%
XOM C 0.0%
PCG B 0.0%
CVX B 0.0%
CSCO A 0.0%
TD F 0.0%
AMZN C 0.0%
HPE B 0.0%
MRK F 0.0%
WMT B 0.0%
COP D 0.0%
AVGO D 0.0%
VOD D 0.0%
HSBC B 0.0%
IBM C 0.0%
CI D 0.0%
ORCL C 0.0%
C A 0.0%
AMGN D 0.0%
GSK F 0.0%
JPM B 0.0%
BMY B 0.0%
ABT B 0.0%
VZ B 0.0%
V A 0.0%
COF B 0.0%
HD A 0.0%
MS B 0.0%
CMCSA C 0.0%
CHTR C 0.0%
DELL C 0.0%
AZN F 0.0%
AAPL B 0.0%
MSFT D 0.0%
BAC A 0.0%
ABBV D 0.0%
TMUS A 0.0%
BA D 0.0%
WFC A 0.0%
GS B 0.0%
CVS D 0.0%
GE D 0.0%
T A 0.0%
SCHZ Underweight 215 Positions Relative to IJJ
Symbol Grade Weight
EXE B -1.32%
DOCU A -1.11%
USFD A -1.09%
THC D -1.05%
COHR C -1.03%
PFGC A -0.9%
JLL B -0.84%
BJ B -0.78%
RRX A -0.77%
GME C -0.72%
AA A -0.72%
ARMK A -0.69%
LAD B -0.67%
NLY B -0.66%
UTHR C -0.64%
WCC B -0.63%
GMED A -0.62%
XPO B -0.62%
KNX B -0.61%
AR B -0.6%
FLR B -0.59%
WTFC B -0.59%
MTZ B -0.57%
TPL B -0.57%
GPK C -0.57%
AVTR F -0.56%
SFM B -0.56%
SSB B -0.55%
X C -0.55%
PB B -0.53%
IBKR B -0.53%
FYBR D -0.52%
ACM A -0.52%
TMHC A -0.49%
ONB B -0.47%
BURL B -0.46%
CMC B -0.46%
DINO F -0.46%
CACI D -0.46%
BIO D -0.45%
COLB B -0.44%
DAR C -0.44%
KD B -0.44%
EWBC B -0.44%
GBCI B -0.43%
STWD C -0.42%
ESNT D -0.4%
CIEN B -0.4%
FNB B -0.4%
SCI A -0.4%
AGCO D -0.39%
LITE B -0.39%
JHG A -0.39%
THO B -0.39%
PNFP B -0.38%
CG B -0.38%
FBIN D -0.38%
EHC B -0.38%
HOMB B -0.38%
CCK D -0.38%
UBSI B -0.38%
UMBF B -0.37%
BMRN F -0.37%
CLF F -0.37%
DKS C -0.36%
CFR B -0.35%
UGI A -0.34%
NXST C -0.34%
POST B -0.34%
CW B -0.33%
BDC B -0.33%
GAP C -0.33%
WAL B -0.33%
ST F -0.33%
CBSH B -0.33%
CUZ B -0.32%
IRT B -0.32%
LAMR C -0.32%
ATR B -0.32%
POR C -0.32%
ELS C -0.32%
AVNT B -0.31%
NJR A -0.31%
BRBR B -0.3%
RGLD D -0.3%
TTC D -0.3%
JAZZ B -0.3%
TKO B -0.3%
ORA B -0.29%
M D -0.29%
KBR F -0.29%
SLGN A -0.29%
TCBI B -0.28%
ASGN D -0.28%
TXNM A -0.28%
SAIC F -0.28%
MTG B -0.27%
ASB B -0.27%
DCI A -0.27%
SEIC A -0.27%
HQY B -0.27%
SR A -0.26%
ASH F -0.26%
MKSI C -0.26%
CGNX C -0.26%
MIDD B -0.25%
PRGO C -0.25%
ALE A -0.25%
PII F -0.24%
CYTK F -0.24%
DTM B -0.24%
MAT D -0.24%
FR C -0.24%
GATX A -0.23%
CHE D -0.23%
NVST C -0.23%
CNM D -0.23%
GHC B -0.22%
FLG C -0.22%
DOCS C -0.22%
AZPN A -0.22%
STAG D -0.22%
FHI A -0.22%
EVR B -0.22%
PBF D -0.21%
SLM B -0.21%
EGP D -0.21%
EXLS A -0.21%
FFIN B -0.21%
AMKR F -0.2%
CVLT B -0.2%
MAN D -0.2%
VAC B -0.2%
PCH C -0.2%
PAG B -0.2%
KBH C -0.19%
ALV C -0.19%
CC C -0.19%
NEOG C -0.19%
OLN F -0.19%
CHWY C -0.18%
RH B -0.18%
GT C -0.18%
MUR F -0.18%
MASI A -0.18%
CXT B -0.18%
MTSI B -0.18%
RYN C -0.17%
LPX B -0.17%
HXL D -0.17%
GNTX C -0.17%
ENOV C -0.17%
NOVT D -0.17%
RLI A -0.17%
WH A -0.17%
CRUS F -0.16%
BRKR F -0.16%
OZK B -0.16%
EXPO D -0.16%
HWC B -0.16%
IBOC B -0.15%
ALTM C -0.15%
JWN A -0.15%
ENS D -0.15%
RCM F -0.15%
MTN C -0.15%
ALGM D -0.14%
PPC C -0.14%
ZI C -0.14%
CDP C -0.14%
SRPT F -0.14%
LSTR B -0.14%
AM B -0.14%
CNXC F -0.13%
UAA C -0.13%
VNOM B -0.13%
DLB B -0.13%
CRI F -0.13%
ROIV B -0.13%
CHX C -0.13%
SMG C -0.13%
EEFT B -0.13%
GEF B -0.12%
SYNA C -0.12%
IRDM C -0.12%
POWI D -0.12%
MSM C -0.12%
LIVN F -0.12%
VSH F -0.12%
LANC C -0.12%
LFUS D -0.12%
HAE B -0.12%
OPCH F -0.11%
AMED F -0.11%
COLM A -0.1%
WEN D -0.1%
NSA C -0.1%
SAM C -0.1%
TEX D -0.1%
KNF B -0.1%
BLKB B -0.09%
MMS F -0.09%
PSN D -0.09%
NSP F -0.09%
VC D -0.09%
TNL A -0.08%
IPGP D -0.08%
UA C -0.08%
YETI C -0.08%
CPRI F -0.08%
HGV B -0.07%
WMG C -0.07%
AZTA D -0.05%
MAGN F -0.02%
CADE B -0.0%
Compare ETFs