SCHM vs VO
Comparison between SCHWAB U.S. MID-CAP ETF (SCHM, ETF) and VANGUARD MID-CAP INDEX FUND ETF SHARES (VO, ETF).
5-Year PerformanceSCHM has outperformed VO, delivering a return of +8.1% compared to +7.9%
SCHM vs VO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHM
$15B
Winner
VO
$224B
Expense Ratio
SCHM
0.03%
VO
0.03%
Max Drawdown
Winner
SCHM
42.43%
VO
60.33%
Sharpe Ratio
Winner
SCHM
1.19
VO
0.85
5Y Beta
SCHM
1.01
Winner
VO
0.84
P/E Ratio
SCHM
35.91
Winner
VO
28.04
Forward P/E
Winner
SCHM
17.50
VO
19.02
PEG Ratio
SCHM
N/A
VO
0.21
5Y Dividends CAGR
SCHM
10.90%
Winner
VO
12.86%
5Y EPS CAGR
SCHM
11.40%
Winner
VO
13.44%
Debt to Equity
Winner
SCHM
25.66%
VO
28.35%
P/S Ratio
Winner
SCHM
1.76
VO
2.04
P/B Ratio
Winner
SCHM
2.98
VO
3.66
SCHM vs VO - Holdings Comparison
SCHM and VO have 21 common holdings. Overlap is 4.92%
SCHM's top 25 holdings weight is 19.37%. VO's top 25 holdings weight is 20.04%.
| Rank | SCHM | VO |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 4.43% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.22% |
| #2 | BLOOM ENERGY CORP CLASS A (BE) - 1.16% | WESTERN DIGITAL CORP (WDC) - 1.06% |
| #3 | CIENA CORP (CIEN) - 1.10% | QUANTA SERVICES INC (PWR) - 1.04% |
| #4 | COHERENT CORP (COHR) - 1.09% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.04% |
| #5 | LUMENTUM HOLDINGS INC (LITE) - 1.08% | HOWMET AEROSPACE INC (HWM) - 1.04% |
| #6 | FLEX LTD (FLEX) - 0.88% | CUMMINS INC (CMI) - 0.95% |
| #7 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.68% | DATADOG INC CLASS A (DDOG) - 0.83% |
| #8 | TWILIO INC CLASS A (TWLO) - 0.60% | BLOOM ENERGY CORP CLASS A (BE) - 0.79% |
| #9 | STEEL DYNAMICS INC (STLD) - 0.59% | CONSTELLATION ENERGY CORP (CEG) - 0.78% |
| #10 | CENTENE CORP (CNC) - 0.58% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.76% |
| #11 | CASEY'S GENERAL STORES INC (CASY) - 0.55% | CLOUDFLARE INC (NET) - 0.76% |
| #12 | CARPENTER TECHNOLOGY CORP (CRS) - 0.53% | VALERO ENERGY CORP (VLO) - 0.75% |
| #13 | TAPESTRY INC (TPR) - 0.53% | COHERENT CORP (COHR) - 0.74% |
| #14 | TECHNIPFMC PLC (n/a) - 0.53% | ROYAL CARIBBEAN GROUP (RCL) - 0.74% |
| #15 | CURTISS-WRIGHT CORP (CW) - 0.51% | TERADYNE INC (TER) - 0.73% |
| #16 | ATI INC (ATI) - 0.49% | MARATHON PETROLEUM CORP (MPC) - 0.72% |
| #17 | NVENT ELECTRIC PLC (NVT) - 0.48% | TRANSDIGM GROUP INC (TDG) - 0.72% |
| #18 | OKTA INC CLASS A (OKTA) - 0.47% | CRH PLC (CRH) - 0.69% |
| #19 | XPO INC (XPO) - 0.45% | UNITED RENTALS INC (URI) - 0.68% |
| #20 | MODERNA INC (MRNA) - 0.45% | CIENA CORP (CIEN) - 0.67% |
| #21 | WOODWARD INC (WWD) - 0.44% | SLB LTD (SLB) - 0.67% |
| #22 | TEXAS PACIFIC LAND CORP (TPL) - 0.44% | GENERAL MOTORS CO (GM) - 0.67% |
| #23 | MKS INC (MKSI) - 0.44% | COMFORT SYSTEMS USA INC (FIX) - 0.67% |
| #24 | F5 INC (FFIV) - 0.44% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.66% |
| #25 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.43% | MOTOROLA SOLUTIONS INC (MSI) - 0.66% |
| Total Holdings | 498 | 294 |
SCHM vs VO - Historical Returns
Returns include dividend reinvestment.
1M
SCHM
-2.49%
Winner
VO
+0.34%
3M
SCHM
+5.30%
Winner
VO
+5.32%
6M
Winner
SCHM
+10.07%
VO
+8.24%
1Y
Winner
SCHM
+25.52%
VO
+15.30%
5Y(CAGR)
Winner
SCHM
+8.08%
VO
+7.92%
10Y(CAGR)
SCHM
+10.99%
Winner
VO
+11.38%
Max(CAGR)
Winner
SCHM
+11.34%
VO
+10.28%
SCHM vs VO - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | SCHM | VO |
|---|---|---|
| 2026 | +16.60% | +10.77% |
| 2025 | +10.33% | +11.78% |
| 2024 | +12.62% | +15.96% |
| 2023 | +17.39% | +16.58% |
| 2022 | -17.26% | -18.28% |
| 2021 | +21.32% | +26.55% |
| 2020 | +14.95% | +17.64% |
| 2019 | +27.82% | +31.36% |
| 2018 | -9.47% | -9.83% |
| 2017 | +18.99% | +18.30% |
| 2016 | +16.05% | +12.73% |
| 2015 | +0.01% | -1.37% |
| 2014 | +11.21% | +14.91% |
| 2013 | +32.95% | +32.05% |
| 2012 | +16.31% | +14.76% |
| 2011 | -2.92% | -3.25% |
| 2010 | N/A | +23.38% |
| 2009 | N/A | +36.13% |
| 2008 | N/A | -40.95% |
| 2007 | N/A | +5.67% |
| 2006 | N/A | +12.16% |
| 2005 | N/A | +15.83% |
| 2004 | N/A | +17.53% |
SCHM vs VO Drawdown Comparison
The maximum drawdown for SCHM was -42.43%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The maximum drawdown for VO was -58.88%, occurring on Mar 9, 2009. Recovery took 901 trading sessions.
The current SCHM drawdown is -4.12%. The current VO drawdown is -0.58%.
| Rank | SCHM | VO |
|---|---|---|
| #1 | -42.43% Feb 20, 2020 - Nov 9, 2020 | -58.88% Jul 13, 2007 - Feb 8, 2011 |
| #2 | -26.46% Nov 16, 2021 - Mar 21, 2024 | -39.38% Feb 20, 2020 - Sep 2, 2020 |
| #3 | -26.37% Apr 29, 2011 - Mar 13, 2012 | -27.57% Nov 16, 2021 - Jul 16, 2024 |
| #4 | -23.27% Nov 25, 2024 - Sep 5, 2025 | -24.63% Jul 7, 2011 - Mar 13, 2012 |
| #5 | -22.73% Sep 14, 2018 - Jul 5, 2019 | -21.21% Aug 29, 2018 - Apr 5, 2019 |
| #6 | -19.98% Jun 23, 2015 - Jul 12, 2016 | -20.55% Mar 31, 2015 - Aug 15, 2016 |
| #7 | -12.09% Mar 19, 2012 - Sep 12, 2012 | -19.02% Nov 29, 2024 - Jul 1, 2025 |
| #8 | -10.78% Sep 2, 2014 - Nov 20, 2014 | -11.89% Mar 26, 2012 - Sep 13, 2012 |
| #9 | -9.61% Jan 26, 2018 - Jun 6, 2018 | -11.58% May 8, 2006 - Nov 14, 2006 |
| #10 | -9.32% Feb 26, 2026 - Apr 14, 2026 | -10.06% Mar 5, 2004 - Oct 4, 2004 |
| #11 | -8.18% Jul 16, 2024 - Sep 19, 2024 | -9.48% Sep 5, 2014 - Nov 6, 2014 |
| #12 | -7.35% Sep 14, 2012 - Dec 18, 2012 | -9.39% Jan 26, 2018 - Jul 26, 2018 |
| #13 | -7.34% May 21, 2013 - Jul 11, 2013 | -8.16% Feb 26, 2026 - Apr 17, 2026 |
| #14 | -7.19% Jul 24, 2019 - Nov 4, 2019 | -7.97% Sep 2, 2020 - Oct 8, 2020 |
| #15 | -7.05% Mar 28, 2024 - Jul 16, 2024 | -7.96% Mar 7, 2005 - Jun 14, 2005 |
Correlation
Correlation between SCHM and VO is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2004 - 2026)
SCHM vs VO dividend yield comparison.
| Year | SCHM | VO |
|---|---|---|
| 2026 | 0.52% | 0.65% |
| 2025 | 1.46% | 1.52% |
| 2024 | 1.43% | 1.49% |
| 2023 | 1.50% | 1.52% |
| 2022 | 1.67% | 1.60% |
| 2021 | 1.13% | 1.12% |
| 2020 | 1.31% | 1.45% |
| 2019 | 1.48% | 1.48% |
| 2018 | 1.56% | 1.82% |
| 2017 | 1.27% | 1.35% |
| 2016 | 1.51% | 1.45% |
| 2015 | 1.54% | 1.47% |
| 2014 | 1.48% | 1.29% |
| 2013 | 1.27% | 1.18% |
| 2012 | 1.67% | 1.41% |
| 2011 | 1.19% | 1.36% |
| 2010 | 0.00% | 1.19% |
| 2009 | 0.00% | 1.22% |
| 2008 | 0.00% | 2.19% |
| 2007 | 0.00% | 1.36% |
| 2006 | 0.00% | 1.34% |
| 2005 | 0.00% | 1.17% |
| 2004 | 0.00% | 1.12% |
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