SCHM vs VOT
Comparison between SCHWAB U.S. MID-CAP ETF (SCHM, ETF) and VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES (VOT, ETF).
5-Year PerformanceSCHM has outperformed VOT, delivering a return of +7.5% compared to +6.3%
SCHM vs VOT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHM
$14B
Winner
VOT
$32B
Expense Ratio
Winner
SCHM
0.04%
VOT
0.05%
Max Drawdown
Winner
SCHM
42.43%
VOT
60.26%
Sharpe Ratio
Winner
SCHM
1.49
VOT
0.35
5Y Beta
Winner
SCHM
1.00
VOT
1.06
P/E Ratio
Winner
SCHM
34.56
VOT
42.20
Forward P/E
Winner
SCHM
17.55
VOT
28.83
PEG Ratio
SCHM
N/A
VOT
0.13
5Y Dividends CAGR
SCHM
9.77%
Winner
VOT
16.18%
5Y EPS CAGR
SCHM
10.94%
Winner
VOT
19.45%
Debt to Equity
SCHM
25.63%
Winner
VOT
19.96%
P/S Ratio
Winner
SCHM
1.68
VOT
5.13
P/B Ratio
Winner
SCHM
2.84
VOT
7.42
SCHM vs VOT - Holdings Comparison
SCHM and VOT have 11 common holdings. Overlap is 3.91%
SCHM's top 25 holdings weight is 19.81%. VOT's top 25 holdings weight is 41.97%.
| Rank | SCHM | VOT |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 4.36% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 3.46% |
| #2 | CIENA CORP (CIEN) - 1.58% | VERTIV HOLDINGS CO CLASS A (VRT) - 2.96% |
| #3 | BLOOM ENERGY CORP CLASS A (BE) - 1.45% | QUANTA SERVICES INC (PWR) - 2.56% |
| #4 | COHERENT CORP (COHR) - 1.33% | HOWMET AEROSPACE INC (HWM) - 2.29% |
| #5 | LUMENTUM HOLDINGS INC (LITE) - 1.21% | CONSTELLATION ENERGY CORP (CEG) - 2.27% |
| #6 | FLEX LTD (FLEX) - 0.98% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.76% |
| #7 | STEEL DYNAMICS INC (STLD) - 0.64% | ROSS STORES INC (ROST) - 1.73% |
| #8 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.57% | WESTERN DIGITAL CORP (WDC) - 1.73% |
| #9 | CASEY'S GENERAL STORES INC (CASY) - 0.56% | MOTOROLA SOLUTIONS INC (MSI) - 1.71% |
| #10 | n/a (ASTS) - 0.55% | MARVELL TECHNOLOGY INC (MRVL) - 1.70% |
| #11 | TECHNIPFMC PLC (n/a) - 0.54% | TRANSDIGM GROUP INC (TDG) - 1.54% |
| #12 | TAPESTRY INC (TPR) - 0.53% | ROYAL CARIBBEAN GROUP (RCL) - 1.51% |
| #13 | TWILIO INC CLASS A (TWLO) - 0.53% | CLOUDFLARE INC (NET) - 1.46% |
| #14 | NVENT ELECTRIC PLC (NVT) - 0.51% | REALTY INCOME CORP (O) - 1.41% |
| #15 | CURTISS-WRIGHT CORP (CW) - 0.51% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.38% |
| #16 | CENTENE CORP (CNC) - 0.50% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.36% |
| #17 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.49% | TARGA RESOURCES CORP (TRGP) - 1.32% |
| #18 | FTAI AVIATION LTD (FTAI) - 0.48% | AMETEK INC (AME) - 1.27% |
| #19 | UNITED THERAPEUTICS CORP (UTHR) - 0.46% | TERADYNE INC (TER) - 1.27% |
| #20 | XPO INC (XPO) - 0.46% | VISTRA CORP (VST) - 1.26% |
| #21 | EAST WEST BANCORP INC (EWBC) - 0.32% | CARVANA CO CLASS A (CVNA) - 1.26% |
| #22 | ITT INC (ITT) - 0.32% | W.W. GRAINGER INC (GWW) - 1.23% |
| #23 | ROKU INC CLASS A (ROKU) - 0.31% | FASTENAL CO (FAST) - 1.21% |
| #24 | RAMBUS INC (RMBS) - 0.31% | MICROCHIP TECHNOLOGY INC (MCHP) - 1.18% |
| #25 | KIMCO REALTY CORP (KIM) - 0.31% | EDWARDS LIFESCIENCES CORP (EW) - 1.14% |
| Total Holdings | 459 | 133 |
SCHM vs VOT - Historical Returns
Returns include dividend reinvestment.
1M
SCHM
+1.16%
Winner
VOT
+1.52%
3M
Winner
SCHM
+8.80%
VOT
+6.53%
6M
Winner
SCHM
+15.69%
VOT
+3.31%
1Y
Winner
SCHM
+29.71%
VOT
+8.39%
5Y(CAGR)
Winner
SCHM
+7.54%
VOT
+6.27%
10Y(CAGR)
SCHM
+11.02%
Winner
VOT
+11.82%
Max(CAGR)
Winner
SCHM
+11.31%
VOT
+9.99%
SCHM vs VOT - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | SCHM | VOT |
|---|---|---|
| 2026 | +14.55% | +4.57% |
| 2025 | +10.33% | +10.27% |
| 2024 | +12.62% | +18.14% |
| 2023 | +17.39% | +24.20% |
| 2022 | -17.26% | -27.94% |
| 2021 | +21.32% | +22.29% |
| 2020 | +14.95% | +33.42% |
| 2019 | +27.82% | +34.62% |
| 2018 | -9.47% | -6.28% |
| 2017 | +18.99% | +20.88% |
| 2016 | +16.05% | +8.44% |
| 2015 | +0.01% | -1.05% |
| 2014 | +11.21% | +14.57% |
| 2013 | +32.95% | +29.27% |
| 2012 | +16.31% | +14.42% |
| 2011 | -2.92% | -5.01% |
| 2010 | N/A | +26.71% |
| 2009 | N/A | +37.80% |
| 2008 | N/A | -46.71% |
| 2007 | N/A | +17.69% |
| 2006 | N/A | +9.44% |
SCHM vs VOT Drawdown Comparison
The maximum drawdown for SCHM was -42.43%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The maximum drawdown for VOT was -60.16%, occurring on Nov 20, 2008. Recovery took 839 trading sessions.
The current SCHM drawdown is -2.63%. The current VOT drawdown is -3.60%.
| Rank | SCHM | VOT |
|---|---|---|
| #1 | -42.43% Feb 20, 2020 - Nov 9, 2020 | -60.16% Oct 10, 2007 - Feb 8, 2011 |
| #2 | -26.46% Nov 16, 2021 - Mar 21, 2024 | -37.19% Nov 16, 2021 - Nov 8, 2024 |
| #3 | -26.37% Apr 29, 2011 - Mar 13, 2012 | -36.23% Feb 19, 2020 - Jul 8, 2020 |
| #4 | -23.27% Nov 25, 2024 - Sep 5, 2025 | -25.98% Jul 7, 2011 - Sep 14, 2012 |
| #5 | -22.73% Sep 14, 2018 - Jul 5, 2019 | -21.84% Aug 29, 2018 - Mar 21, 2019 |
| #6 | -19.98% Jun 23, 2015 - Jul 12, 2016 | -21.83% Apr 23, 2015 - Jan 6, 2017 |
| #7 | -12.09% Mar 19, 2012 - Sep 12, 2012 | -21.77% Feb 10, 2025 - Jun 24, 2025 |
| #8 | -10.78% Sep 2, 2014 - Nov 20, 2014 | -15.96% Oct 27, 2025 - May 29, 2026 |
| #9 | -9.61% Jan 26, 2018 - Jun 6, 2018 | -12.22% Jul 19, 2007 - Oct 5, 2007 |
| #10 | -9.32% Feb 26, 2026 - Apr 14, 2026 | -11.11% Feb 12, 2021 - Jun 21, 2021 |
| #11 | -8.18% Jul 16, 2024 - Sep 19, 2024 | -10.49% Sep 5, 2014 - Nov 6, 2014 |
| #12 | -7.35% Sep 14, 2012 - Dec 18, 2012 | -9.54% Jan 26, 2018 - Jun 5, 2018 |
| #13 | -7.34% May 21, 2013 - Jul 11, 2013 | -8.36% Sep 2, 2020 - Oct 9, 2020 |
| #14 | -7.19% Jul 24, 2019 - Nov 4, 2019 | -7.96% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.05% Mar 28, 2024 - Jul 16, 2024 | -7.92% May 10, 2011 - Jul 7, 2011 |
Correlation
Correlation between SCHM and VOT is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2006 - 2026)
SCHM vs VOT dividend yield comparison.
| Year | SCHM | VOT |
|---|---|---|
| 2026 | 0.22% | 0.17% |
| 2025 | 1.46% | 0.64% |
| 2024 | 1.43% | 0.67% |
| 2023 | 1.50% | 0.71% |
| 2022 | 1.67% | 0.78% |
| 2021 | 1.13% | 0.34% |
| 2020 | 1.31% | 0.56% |
| 2019 | 1.48% | 0.78% |
| 2018 | 1.56% | 0.84% |
| 2017 | 1.27% | 0.72% |
| 2016 | 1.51% | 0.81% |
| 2015 | 1.54% | 0.81% |
| 2014 | 1.48% | 0.79% |
| 2013 | 1.27% | 0.61% |
| 2012 | 1.67% | 0.69% |
| 2011 | 1.19% | 0.54% |
| 2010 | 0.00% | 0.52% |
| 2009 | 0.00% | 0.60% |
| 2008 | 0.00% | 0.68% |
| 2007 | 0.00% | 0.24% |
| 2006 | 0.00% | 0.38% |
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