Compare · 2 funds side by side · dividends reinvested

SCHM and VOT

SCHMSchwab×VOTVanguard×

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 VOT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$14.9B1.0

Vanguard Morningstar Mid-Cap Growth ETFUS Stock Styles · Mid cap0.05%0.61%+4.5%+0.3%+17.9%+3.6%−14.0%18.0%$19.2B2.0

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 · VOT 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHM

VOT

Vanguard Morningstar Mid-Cap Growth ETF · $19.2B$11,926

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

SCHMMeasureVOT

+19.3%Year to dateJan 1 → Nov 4+4.5%

+22.2%1 yearTotal return+0.3%

+20.6%3 years · per year$10,000 became $17,546 · $16,382+17.9%

+7.6%5 years · per year$10,000 became $14,420 · $11,926+3.6%

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

1.25%Trailing 12-mo yield$125 · $61 a year on $10k0.61%

−9.3%Worst dropSmaller is better−14.0%

16.4%VolatilityLower is calmer18.0%

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

8–0SCHM 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 VOT: Top 5 Holdings

Today

SCHM

2.6%in top 5

VOT

in top 511.4%

SCHMStockVOT

not top 5NET2.6%

not top 5PWR2.3%

not top 5VRT2.2%

not top 5DDOG2.2%

not top 5HWM2.1%

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 VOT Returns, Every Period

SchwabSCHM

+7.6%

5 years, per year

VOTVanguard

+3.6%

5 years, per year

SCHMVOTFaded: behind in that period

4–0SCHM wins

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

SCHM vs VOT

YTD

SchwabSCHM

+19.3%

VOTVanguard

+4.5%

+19.3%Year to date+4.5%

−9.3%Worst drop · 1Y−14.0%

16.4%Volatility · 1Y18.0%

1.3%Yield0.6%

$14.9BAssets$19.2B

4–0SCHM wins

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

Cost, Income and Risk

Fees: SCHM, VOT

Today

0.03%lowest, SCHM

FundExpense ratioFee$10k

SCHM0.03%$3

VOT0.05%$5

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

Yields: SCHM, VOT

1.25%highest, SCHM

FundTrailing yieldYield$10k

SCHM1.25%$125

VOT0.61%$61

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

Income After Fees on $10,000

$122most kept, SCHM

SCHM$125 − $3 = $122

VOT$61 − $5 = $56

KeptFee

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

Overlap: SCHM, VOT

Today

1.1%most shared, SCHM and VOT

SCHMVOT

SCHM—1.1%

VOT1.1%—

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

SCHMWorst drop−9.3%16.4% vol

VOTWorst drop−14.0%18.0% vol

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

Paid More vs Made More

YTD

SCHMVOT

+19.3%Year to date+4.5%

1.3%Yield0.6%

+22.2%Past year+0.3%

0.03%Fee0.05%

4–0SCHM 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