Screener
SCHX vs SCHM
Schwab U.S. Large-Cap ETF vs Schwab U.S. Mid-Cap ETF
Key differences
- SCHX is significantly larger than SCHM — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SCHX has delivered higher annualized returns.
Side-by-side comparison
| SCHX | SCHM | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.04% |
| Fund size (AUM) | $68.2B | $14.3B |
| Since | 2009 | 2011 |
| Dividend yield | 1.06% | 1.28% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.6% | +30.9% |
| CAGR 3Y | +23.2% | +17.7% |
| CAGR 5Y | +13.4% | +7.8% |
| Sharpe 3Y | 1.23 | 0.81 |
| Volatility 1Y | 12.16% | 15.72% |
| Max drawdown | -34.33% | -42.43% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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