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MMID vs SCHM

MFS Active Mid Cap ETF vs Schwab U.S. Mid-Cap ETF

MMID

MFS Active Mid Cap ETF

MFS

Annual cost

0.59%

Fund size

$34M

SCHM

Schwab U.S. Mid-Cap ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$14.3B

Key differences

  • SCHM costs 0.55% less per year.
  • SCHM is significantly larger than MMID — larger funds tend to be more liquid and less likely to close.
  • MMID follows a active selection strategy; SCHM uses index tracking.
  • SCHM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MMIDSCHM
Annual cost (TER)0.59%0.04%
Fund size (AUM)$34M$14.3B
Since20252011
Dividend yield1.28%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+30.9%
CAGR 3YN/A+17.7%
CAGR 5YN/A+7.8%
Sharpe 3YN/A0.81
Volatility 1Y15.72%
Max drawdown-7.93%-42.43%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to MMID and SCHM