Compare · 2 funds side by side · dividends reinvested

SCHM and VO

SCHMSchwab×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,420SCHM · best of the two

02 / 04

SCHM and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.4

Schwab U.S. Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.25%+19.3%+22.2%+20.6%+7.6%−9.3%16.4%$14.9B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SCHM 2011 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Mid-Cap ETF · $14.9B$14,420

SCHM

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

SCHMMeasureVO

+19.3%Year to dateJan 1 → Nov 4+14.7%

+22.2%1 yearTotal return+15.3%

+20.6%3 years · per year$10,000 became $17,546 · $17,578+20.7%

+7.6%5 years · per year$10,000 became $14,420 · $14,290+7.4%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.25%Trailing 12-mo yield$125 · $134 a year on $10k1.34%

−9.3%Worst dropSmaller is better−8.2%

16.4%VolatilityLower is calmer12.4%

SCHMVO Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4VO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHM vs VO: Top 5 Holdings

Today

SCHM

2.6%in top 5

in top 55.3%

SCHMStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

0.6%OKTAnot top 5

0.5%UTHRnot top 5

0.5%GHnot top 5

0.5%ENTGnot top 5

0.5%OMCnot top 5

Held in common1.1%

End-of-day Nov 4, 2026 · share of each fund

SCHM vs VO Returns, Every Period

SchwabSCHM

+7.6%

5 years, per year

VOVanguard

+7.4%

5 years, per year

SCHMVOFaded: behind in that period

3–1SCHM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SCHM vs VO

YTD

SchwabSCHM

+19.3%

VOVanguard

+14.7%

+19.3%Year to date+14.7%

−9.3%Worst drop · 1Y−8.2%

16.4%Volatility · 1Y12.4%

1.3%Yield1.3%

$14.9BAssets$103B

2–1VO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHM, VO

Today

0.03%lowest, SCHM

FundExpense ratioFee$10k

SCHM0.03%$3

VO0.03%$3

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SCHM, VO

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

SCHM1.25%$125

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

SCHM$125 − $3 = $122

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SCHM, VO

Today

1.1%most shared, SCHM and VO

SCHMVO

SCHM—1.1%

VO1.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.2%SCHM, at 16.4% volatility

VOWorst drop−8.2%12.4% vol

SCHMWorst drop−9.3%16.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VOSCHM

+14.7%Year to date+19.3%

1.3%Yield1.3%

+15.3%Past year+22.2%

0.03%Fee0.03%

2–0SCHM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026