SCHM Desk | ETF Tracker

IJH vs SCHM

YTD

IJHiSharesSCHMSchwab

Year to date

+9.5%

+15.4%

SCHM wins+6.0 pts

Past year

+12.9%

+18.6%

SCHM wins+5.7 pts

Fee

0.05%

0.03%

SCHM winslower fee

Yield

1.3%

Level

AUM

$121B

$14.6B

IJH8.3× more

3–0SCHM wins

IJH and SCHM · year-to-date · as of Nov 8, 2026 · AUM not scored

SCHM vs S&P 500

MAX$34.39 · +0.5% last session

Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg + Add a fund

Return1D1M3MYTD1Y3Y5YMAX ▼

Total return+0.5%−0.2%−3.8%+15.4%+18.6%+67.6%+37.7%+416.4%

Peer average+0.2%−1.2%−5.6%+10.0%+12.7%+61.3%+39.3%—

S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%

Schwab SCHM and Vanguard VOO · total return, dividends in · as of Nov 8, 2026

All 108 Mid Cap ETFs

YTD

#
1	IJH	Core S&P Mid-CapRead Desk	0.05%	1.3%	+9.5%	+9.5%	$121B
2	VO	Morningstar Mid-CapRead Desk	0.03%	1.4%	+10.6%	+10.6%	$103B
3	IWR	Russell Mid-CapRead Desk	0.18%	1.2%	+12.9%	+12.9%	$56.9B
4	MDY	State Street SPDR S&P MIDCAP 400 TrustRead Desk	0.23%	1.1%	+9.8%	+9.8%	$25.5B
5	VOE	Morningstar Mid-Cap ValueRead Desk	0.05%	1.9%	+18.4%	+18.4%	$22.8B
6	VOT	Morningstar Mid-Cap GrowthRead Desk	0.05%	0.6%	−0.1%	−0.1%	$19.2B
7	SPMD	State Street SPDR Portfolio S&P 400 Mid CapRead Desk	0.03%	1.3%	+10.2%	+10.2%	$18.3B
8	IWP	Russell Mid-Cap GrowthRead Desk	0.23%	0.4%	−9.2%	−9.2%	$17.3B
9	IWS	Russell Mid-Cap ValueRead Desk	0.23%	1.3%	+20.6%	+20.6%	$14.8B
10	SCHM	U.S. Mid-CapRead Desk	0.03%	1.3%	+15.4%	+15.4%	$14.6B
11	IJK	S&P Mid-Cap 400 GrowthRead Desk	0.16%	0.6%	+9.7%	+9.7%	$10.2B
12	FMDE	Fidelity Enhanced Mid CapRead Desk	0.23%	1.1%	+12.9%	+12.9%	$8.6B
13	IJJ	S&P Mid-Cap 400 ValueRead Desk	0.18%	1.6%	+10.1%	+10.1%	$8.6B
14	XMMO	S&P MidCap MomentumRead Desk	0.34%	0.8%	−6.0%	−6.0%	$6.1B
15	JHMM	John Hancock Investments - Multifactor Mid CapRead Desk	0.41%	0.9%	+10.7%	+10.7%	$6.0B
16	XMHQ	S&P MidCap QualityRead Desk	0.30%	0.6%	+15.5%	+15.5%	$5.7B

1–16 of 108

Mid Cap · current AUM · as of Nov 8, 2026

SCHM’s Peers

YTDMid Cap · 6 largest

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Versus	0.05%	1.3%	+0.6%	+9.5%	+12.9%	$121B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Versus	0.03%	1.4%	−0.1%	+10.6%	+11.6%	$103B
3	IWR	iShares Russell Mid-Cap ETFRead Versus	0.18%	1.2%	+0.1%	+12.9%	+14.7%	$56.9B
4	MDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Versus	0.23%	1.1%	+0.6%	+9.8%	+12.4%	$25.5B
5	VOE	Vanguard Morningstar Mid-Cap Value ETFRead Versus	0.05%	1.9%	−0.7%	+18.4%	+22.7%	$22.8B
6	SCHM	Schwab U.S. Mid-Cap ETFThis fund	0.03%	1.3%	+0.5%	+15.4%	+18.6%	$14.6B

#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 8, 2026

Cards for This View

SCHM’s Top 10 Holdings

Today

4.8%of SCHM sits in these 10

1OKTAOkta0.59%

2UTHRUnited Therapeutics0.51%

3OMCOmnicom Group0.50%

4USFDUs Foods0.48%

5THCTenet Healthcare0.48%

6RGLDRoyal Gold0.46%

7PKGPackaging Of America0.46%

8VTRSViatris0.45%

9NINisource0.44%

10ROKURoku0.44%

Schwab SCHM · weight in the fund · as of Nov 6, 2026

SCHM’s Holdings

Today

OKTAOkta0.6%UTHR0.5%OMC0.5%USFD0.5%THC0.5%RGLD0.5%PKG0.5%VTRS0.5%NI0.4%ROKU0.4%RS0.4%PTC0.4%XPO0.4%GH0.4%EVRG0.4%INCY0.4%CDW0.4%ENTG0.4%LNT0.4%SNA0.4%SWKS0.4%L0.4%

OKTAOkta0.6%UTHR0.5%OMC0.5%USFD0.5%THC0.5%RGLD0.5%PKG0.5%VTRS0.5%NI0.4%ROKU0.4%RS0.4%PTC0.4%

IndustrialsTechnologyFinancial ServicesHealthcareConsumer CyclicalOther

Schwab SCHM · 503 holdings · top 22 shown · tile size = share of the fund · as of Nov 6, 2026

IJH vs SCHM

YTD

IJHiSharesSCHMSchwab

Year to date

+9.5%

+15.4%

SCHM wins+6.0 pts

Past year

+12.9%

+18.6%

SCHM wins+5.7 pts

Fee

0.05%

0.03%

SCHM winslower fee

Yield

1.3%

Level

AUM

$121B

$14.6B

IJH8.3× more

3–0SCHM wins

IJH and SCHM · year-to-date · as of Nov 8, 2026 · AUM not scored

SCHM vs Peer Average

YTD

SCHMAvsBPeer average

1D+0.5%+0.2%

1M−0.2%−1.2%

3M−3.8%−5.6%

YTD+15.4%+10.0%

1Y+18.6%+12.7%

3Y+67.6%+61.3%

5Y+37.7%+39.3%

6–1SCHM wins

107 Mid cap peers · each row scaled to its leader