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SCHM vs VO

Schwab U.S. Mid-Cap ETF vs Vanguard Mid-Cap Index Fund ETF Shares

SCHM

Schwab U.S. Mid-Cap ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$14.3B

VO

Vanguard Mid-Cap Index Fund ETF Shares

Vanguard

Annual cost

0.03%

Fund size

$213.8B

Key differences

  • VO is significantly larger than SCHM — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SCHM has delivered higher annualized returns.
  • VO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHMVO
Annual cost (TER)0.04%0.03%
Fund size (AUM)$14.3B$213.8B
Since20112004
Dividend yield1.28%1.40%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.9%+18.5%
CAGR 3Y+17.7%+16.7%
CAGR 5Y+7.8%+8.0%
Sharpe 3Y0.810.88
Volatility 1Y15.72%12.42%
Max drawdown-42.43%-39.37%

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

Similar to SCHM and VO