SCHMSchwab U.S. Mid-Cap ETF
Tracks the total return of the Dow Jones U.S. Mid-Cap Total Stock Market Index.
By Schwab ETFs · Launched 2011
Annual Cost
0.03%
#41 of 6,040 · low cost
Fund Size
$14.9B
#205 of 6,040 · large
Return (1Y)
+18.8%
Track Record
15 years
#850 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,751+17.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Mid
Strategy
Index tracking
Index tracked
Dow Jones US Mid-Cap Total Stock Market Index
Holdings
By weightConcentration
Top 10 holdings = 8.2% of funddiversified
Sandisk Corp/DE
1.9%
Lumentum Holdings Inc
1.0%
Ciena Corp
1.0%
Coherent Corp
0.8%
Bloom Energy Corp
0.7%
Tapestry Inc
0.6%
FTAI Aviation Ltd
0.6%
Texas Pacific Land Corp
0.6%
Omnicom Group Inc
0.5%
TechnipFMC PLC
0.5%
Asset allocation
Stocks
99.9%
Cash
0.1%
By sector
Technology
20.6%
Industrials
19.9%
Healthcare
13.1%
Financial Services
11.7%
Consumer Cyclical
10.8%
Real Estate
6.5%
Basic Materials
4.5%
Energy
3.8%
Other
9.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
16.7%Moderate
Year-on-year price swings
Max drawdown
-42.4%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.69Decent risk-adjusted returns
Sortino (3Y)
1.01Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the total return of the Dow Jones U.S. Mid-Cap Total Stock Market Index.
- Strategy
- Invests primarily in mid-cap securities included in the Dow Jones U.S. Mid-Cap Total Stock Market Index, aiming to replicate the index's performance. The fund may also use derivatives and invest in cash equivalents to help track the index.
- Inception date
- January 13, 2011
- Fund family
- Schwab ETFs
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18