Compare · 2 funds side by side · dividends reinvested

SCHM and VOE

SCHMSchwab×VOEVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,036VOE · best of the two

02 / 04

SCHM and VOE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.05%1.84%+20.7%+24.9%+21.9%+9.9%−6.9%11.0%$22.8B1.1

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

Rank among the two1st → 2ndFee, 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 · VOE 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHM

VOE

Vanguard Morningstar Mid-Cap Value ETF · $22.8B$16,036

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

SCHMMeasureVOE

+18.1%Year to dateJan 1 → Nov 3+20.7%

+20.7%1 yearTotal return+24.9%

+20.5%3 years · per year$10,000 became $17,507 · $18,135+21.9%

+7.1%5 years · per year$10,000 became $14,059 · $16,036+9.9%

0.03%Expense ratio$3 · $5 a year on $10k · lower is better0.05%

1.26%Trailing 12-mo yield$126 · $184 a year on $10k1.84%

−9.3%Worst dropSmaller is better−6.9%

16.4%VolatilityLower is calmer11.0%

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

1–7VOE wins

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 VOE: Top 5 Holdings

Today

SCHM

2.5%in top 5

VOE

in top 58.1%

SCHMStockVOE

not top 5VLO1.9%

not top 5MPC1.9%

not top 5PSX1.7%

not top 5HPE1.4%

not top 5WBD1.3%

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 VOE Returns, Every Period

SchwabSCHM

+7.1%

5 years, per year

VOEVanguard

+9.9%

5 years, per year

SCHMVOEFaded: behind in that period

0–4VOE wins

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

SCHM vs VOE

YTD

SchwabSCHM

+18.1%

VOEVanguard

+20.7%

+18.1%Year to date+20.7%

−9.3%Worst drop · 1Y−6.9%

16.4%Volatility · 1Y11.0%

1.3%Yield1.8%

$14.9BAssets$22.8B

4–0VOE wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHM, VOE

Today

0.03%lowest, SCHM

FundExpense ratioFee$10k

SCHM0.03%$3

VOE0.05%$5

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

Yields: SCHM, VOE

1.84%highest, VOE

FundTrailing yieldYield$10k

VOE1.84%$184

SCHM1.26%$126

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

Income After Fees on $10,000

$179most kept, VOE

VOE$184 − $5 = $179

SCHM$126 − $3 = $123

KeptFee

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

Overlap: SCHM, VOE

Today

1.1%most shared, SCHM and VOE

SCHMVOE

SCHM—1.1%

VOE1.1%—

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

Return vs Bumpiness: 2 ETFs

+24.9%VOE, at 11.0% volatility

VOEWorst drop−6.9%11.0% 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

VOESCHM

+20.7%Year to date+18.1%

1.8%Yield1.3%

+24.9%Past year+20.7%

0.05%Fee0.03%

3–1VOE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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