Compare · 3 funds side by side · dividends reinvested

SCHM, VO and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

SCHM, VO and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.8%+13.9%+20.5%+6.9%−8.2%12.4%$103B1.8

Schwab U.S. Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.26%+18.1%+20.7%+20.5%+7.1%−9.3%16.4%$14.9B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SCHM 2011 · VO 2004 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Mid-Cap ETF · $14.9B$14,059

SCHM

Vanguard Morningstar Mid-Cap ETF · $103B$13,977

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

SCHMMeasureVO

+18.1%Year to dateJan 1 → Nov 3+13.8%

+20.7%1 yearTotal return+13.9%

+20.5%3 years · per year$10,000 became $17,507 · $17,496+20.5%

+7.1%5 years · per year$10,000 became $14,059 · $13,977+6.9%

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

1.26%Trailing 12-mo yield$126 · $135 a year on $10k1.35%

−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

3–3Level

End-of-day Nov 3, 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

2.5%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%ENTGnot top 5

0.5%OMCnot top 5

0.5%GHnot top 5

Held in common1.1%

End-of-day Nov 3, 2026 · share of each fund

SCHM vs VO Returns, Every Period

SchwabSCHM

+7.1%

5 years, per year

VOVanguard

+6.9%

5 years, per year

SCHMVOFaded: behind in that period

3–0SCHM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SCHM vs VO

YTD

SchwabSCHM

+18.1%

VOVanguard

+13.8%

+18.1%Year to date+13.8%

−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 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHM, VO, VOO

Today

0.03%lowest, SCHM

FundExpense ratioFee$10k

SCHM0.03%$3

VO0.03%$3

VOO0.03%$3

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SCHM, VO, VOO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

SCHM1.26%$126

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

SCHM$126 − $3 = $123

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SCHM, VO, VOO

Today

15.4%most shared, VO and VOO

SCHMVOVOO

SCHM—1.1%1.8%

VO1.1%—15.4%

VOO1.8%15.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.7%SCHM, at 16.4% volatility

VOWorst drop−8.2%12.4% vol

VOOWorst drop−8.9%12.7% vol

SCHMWorst drop−9.3%16.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VOSCHM

+13.8%Year to date+18.1%

1.3%Yield1.3%

+13.9%Past year+20.7%

0.03%Fee0.03%

2–0SCHM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026