Screener
SMCO vs SCHM
Hilton Small-Midcap Opportunity ETF vs Schwab U.S. Mid-Cap ETF
Key differences
- SCHM costs 0.51% less per year.
- SCHM is significantly larger than SMCO — larger funds tend to be more liquid and less likely to close.
- SMCO follows a active selection strategy; SCHM uses index tracking.
- SCHM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMCO | SCHM | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.04% |
| Fund size (AUM) | $129M | $14.3B |
| Since | 2023 | 2011 |
| Dividend yield | 0.91% | 1.28% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +23.8% | +32.5% |
| CAGR 3Y | N/A | +18.5% |
| CAGR 5Y | N/A | +8.3% |
| Sharpe 3Y | N/A | 0.85 |
| Volatility 1Y | 15.73% | 15.59% |
| Max drawdown | -22.71% | -42.43% |
Similar to SMCO and SCHM
Explore further