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SCHM vs VOE

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

SCHM

Schwab U.S. Mid-Cap ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$14.3B

VOE

Vanguard Mid-Cap Value Index Fund

Vanguard

Annual cost

0.05%

Fund size

$36.7B

Key differences

  • Over the last 3 years, SCHM has delivered higher annualized returns.
  • VOE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHMVOE
Annual cost (TER)0.04%0.05%
Fund size (AUM)$14.3B$36.7B
Since20112006
Dividend yield1.28%1.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.9%+23.7%
CAGR 3Y+17.7%+16.6%
CAGR 5Y+7.8%+8.6%
Sharpe 3Y0.810.92
Volatility 1Y15.72%11.61%
Max drawdown-42.43%-43.18%

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

Similar to SCHM and VOE