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SCHM vs IVOV
Schwab U.S. Mid-Cap ETF vs Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
Key differences
- SCHM costs 0.06% less per year.
- SCHM is significantly larger than IVOV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SCHM has delivered higher annualized returns.
Side-by-side comparison
| SCHM | IVOV | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.10% |
| Fund size (AUM) | $14.3B | $1.4B |
| Since | 2011 | 2010 |
| Dividend yield | 1.28% | 1.68% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +30.9% | +20.8% |
| CAGR 3Y | +17.7% | +14.2% |
| CAGR 5Y | +7.8% | +7.2% |
| Sharpe 3Y | 0.81 | 0.63 |
| Volatility 1Y | 15.72% | 15.44% |
| Max drawdown | -42.43% | -45.99% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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