VO vs SCHM
YTDYear to date
SCHM wins+4.4 pts
Past year
SCHM wins+6.7 pts
Fee
Level
Yield
Level
AUM
VO14.6× more
2–0SCHM wins
VO and SCHM · year-to-date · as of Nov 4, 2026 · AUM not scored
SCHM vs S&P 500
YTD$35.19 · +0.2% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+0.2%+1.2%−1.6%+18.1%+20.7%+75.1%+40.6%+428.4%
Peer average+0.1%+0.8%−2.8%+13.0%+15.4%+69.0%+42.5%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
Schwab SCHM and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
SCHM’s Holdings
TodayOKTAOkta0.6%UTHR0.5%ENTG0.5%OMC0.5%GH0.5%PKG0.5%USFD0.5%RS0.5%XPO0.5%THC0.4%NI0.4%VTRS0.4%PTC0.4%PR0.4%ROKU0.4%INCY0.4%FTAI0.4%RGLD0.4%EVRG0.4%SWKS0.4%TPL0.4%LNT0.4%
IndustrialsTechnologyHealthcareConsumer CyclicalOther
Schwab SCHM · 503 holdings · top 22 shown · tile size = share of the fund · as of Nov 3, 2026
All 108 Mid Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | VO | Morningstar Mid-CapReadDesk | 0.03% | 1.3% | +13.8% | +13.8% | $217B | |
| 2 | IJH | Core S&P Mid-CapReadDesk | 0.05% | 1.2% | +13.2% | +13.2% | $124B | |
| 3 | IWR | Russell Mid-CapReadDesk | 0.18% | 1.2% | +15.6% | +15.6% | $58.2B | |
| 4 | VOE | Morningstar Mid-Cap ValueReadDesk | 0.05% | 1.8% | +20.7% | +20.7% | $36.7B | |
| 5 | VOT | Morningstar Mid-Cap GrowthReadDesk | 0.05% | 0.6% | +4.2% | +4.2% | $33.2B | |
| 6 | MDY | State Street SPDR S&P MIDCAP 400 TrustReadDesk | 0.23% | 1.0% | +12.9% | +12.9% | $25.8B | |
| 7 | SPMD | State Street SPDR Portfolio S&P 400 Mid CapReadDesk | 0.03% | 1.3% | +13.3% | +13.3% | $18.9B | |
| 8 | IWP | Russell Mid-Cap GrowthReadDesk | 0.23% | 0.4% | −3.6% | −3.6% | $18.3B | |
| 9 | IWS | Russell Mid-Cap ValueReadDesk | 0.23% | 1.3% | +22.1% | +22.1% | $15.0B | |
| 10 | SCHM | U.S. Mid-CapReadDesk | 0.03% | 1.3% | +18.1% | +18.1% | $14.8B | |
| 11 | IJK | S&P Mid-Cap 400 GrowthReadDesk | 0.16% | 0.6% | +13.5% | +13.5% | $10.4B | |
| 12 | IJJ | S&P Mid-Cap 400 ValueReadDesk | 0.18% | 1.6% | +12.5% | +12.5% | $8.8B | |
| 13 | FMDE | Fidelity Enhanced Mid CapReadDesk | 0.23% | 1.0% | +15.7% | +15.7% | $8.1B | |
| 14 | XMMO | S&P MidCap MomentumReadDesk | 0.34% | 0.7% | −0.3% | −0.3% | $6.5B | |
| 15 | JHMM | John Hancock Investments - Multifactor Mid CapReadDesk | 0.41% | 0.9% | +13.4% | +13.4% | $6.0B | |
| 16 | IVOO | S&P Mid-Cap 400ReadDesk | 0.07% | 1.2% | +13.1% | +13.1% | $5.7B |
1–16 of 108Page 1 of 7
Mid Cap · current AUM · as of Nov 4, 2026
SCHM Payouts by Year
13YLatest payout, Sep 2026
$0.13
a share · every quarter
1.3% yield
1.3% yield
13 years added up
$3.88 a share
$3.88 a share
Schwab SCHM · per-share distributions by ex-date · 2014–2026
SCHM’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Morningstar Mid-Cap ETFReadVersus | 0.03% | 1.3% | 0.0% | +13.8% | +13.9% | $217B | |
| 2 | IJH | iShares Core S&P Mid-Cap ETFReadVersus | 0.05% | 1.2% | +0.3% | +13.2% | +15.7% | $124B | |
| 3 | IWR | iShares Russell Mid-Cap ETFReadVersus | 0.18% | 1.2% | 0.0% | +15.6% | +16.7% | $58.2B | |
| 4 | VOE | Vanguard Morningstar Mid-Cap Value ETFReadVersus | 0.05% | 1.8% | −0.7% | +20.7% | +24.9% | $36.7B | |
| 5 | VOT | Vanguard Morningstar Mid-Cap Growth ETFReadVersus | 0.05% | 0.6% | +1.1% | +4.2% | −0.2% | $33.2B | |
| 6 | SCHM | Schwab U.S. Mid-Cap ETFThis fund | 0.03% | 1.3% | +0.2% | +18.1% | +20.7% | $14.8B |
#15 of 94 this year · #1 cheapest of 108 · sorted by assetsOpen the US Stock Styles table →
SCHM and its peer group · total return · as of Nov 4, 2026
Cards for This View
SCHM’s Top 10 Holdings
Today4.8%of SCHM sits in these 10
Schwab SCHM · weight in the fund · as of Nov 3, 2026
SCHM’s Holdings
TodayOKTAOkta0.6%UTHR0.5%ENTG0.5%OMC0.5%GH0.5%PKG0.5%USFD0.5%RS0.5%XPO0.5%THC0.4%NI0.4%VTRS0.4%PTC0.4%PR0.4%ROKU0.4%INCY0.4%FTAI0.4%RGLD0.4%EVRG0.4%SWKS0.4%TPL0.4%LNT0.4%
IndustrialsTechnologyHealthcareConsumer CyclicalOther
Schwab SCHM · 503 holdings · top 22 shown · tile size = share of the fund · as of Nov 3, 2026
SCHM vs Peer Average
YTDSCHMAvsBPeer average
1D+0.2%+0.1%
1M+1.2%+0.8%
3M−1.6%−2.8%
YTD+18.1%+13.0%
1Y+20.7%+15.4%
3Y+75.1%+69.0%
5Y+40.6%+42.5%
6–1SCHM wins
107 Mid cap peers · each row scaled to its leader