Screener
SCHM vs IMCV
Schwab U.S. Mid-Cap ETF vs iShares Morningstar Mid-Cap Value ETF
Key differences
- SCHM is significantly larger than IMCV — larger funds tend to be more liquid and less likely to close.
- IMCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHM | IMCV | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.06% |
| Fund size (AUM) | $14.3B | $1.0B |
| Since | 2011 | 2004 |
| Dividend yield | 1.28% | 1.96% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +30.9% | +24.5% |
| CAGR 3Y | +17.7% | +16.7% |
| CAGR 5Y | +7.8% | +8.8% |
| Sharpe 3Y | 0.81 | 0.91 |
| Volatility 1Y | 15.72% | 11.83% |
| Max drawdown | -42.43% | -46.33% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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