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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 +8.1% compared to +5.3%

SCHM vs VOT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SCHM
$15B
Winner
VOT
$35B
Expense Ratio
Winner
SCHM
0.03%
VOT
0.05%
Max Drawdown
Winner
SCHM
42.43%
VOT
60.26%
Sharpe Ratio
Winner
SCHM
1.19
VOT
0.07
5Y Beta
Winner
SCHM
1.01
VOT
1.08
P/E Ratio
Winner
SCHM
35.91
VOT
45.11
Forward P/E
Winner
SCHM
17.50
VOT
29.46
PEG Ratio
SCHM
N/A
VOT
0.12
5Y Dividends CAGR
SCHM
10.90%
Winner
VOT
19.18%
5Y EPS CAGR
SCHM
11.40%
Winner
VOT
18.82%
Debt to Equity
SCHM
25.66%
Winner
VOT
16.35%
P/S Ratio
Winner
SCHM
1.76
VOT
5.43
P/B Ratio
Winner
SCHM
2.98
VOT
8.07

SCHM vs VOT - Holdings Comparison

SCHM and VOT have 13 common holdings. Overlap is 6.29%

SCHM's top 25 holdings weight is 19.37%. VOT's top 25 holdings weight is 43.49%.

RankSCHMVOT
#1
SANDISK CORP ORDINARY SHARES (SNDK) - 4.43%
VERTIV HOLDINGS CO CLASS A (VRT) - 2.82%
#2
BLOOM ENERGY CORP CLASS A (BE) - 1.16%
WESTERN DIGITAL CORP (WDC) - 2.41%
#3
CIENA CORP (CIEN) - 1.10%
SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.37%
#4
COHERENT CORP (COHR) - 1.09%
QUANTA SERVICES INC (PWR) - 2.37%
#5
LUMENTUM HOLDINGS INC (LITE) - 1.08%
HOWMET AEROSPACE INC (HWM) - 2.36%
#6
FLEX LTD (FLEX) - 0.88%
DATADOG INC CLASS A (DDOG) - 1.89%
#7
REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.68%
BLOOM ENERGY CORP CLASS A (BE) - 1.79%
#8
TWILIO INC CLASS A (TWLO) - 0.60%
CONSTELLATION ENERGY CORP (CEG) - 1.77%
#9
STEEL DYNAMICS INC (STLD) - 0.59%
ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.74%
#10
CENTENE CORP (CNC) - 0.58%
CLOUDFLARE INC (NET) - 1.72%
#11
CASEY'S GENERAL STORES INC (CASY) - 0.55%
COHERENT CORP (COHR) - 1.69%
#12
CARPENTER TECHNOLOGY CORP (CRS) - 0.53%
ROYAL CARIBBEAN GROUP (RCL) - 1.68%
#13
TAPESTRY INC (TPR) - 0.53%
TERADYNE INC (TER) - 1.66%
#14
TECHNIPFMC PLC (n/a) - 0.53%
TRANSDIGM GROUP INC (TDG) - 1.63%
#15
CURTISS-WRIGHT CORP (CW) - 0.51%
COMFORT SYSTEMS USA INC (FIX) - 1.53%
#16
ATI INC (ATI) - 0.49%
CIENA CORP (CIEN) - 1.52%
#17
NVENT ELECTRIC PLC (NVT) - 0.48%
MOTOROLA SOLUTIONS INC (MSI) - 1.51%
#18
OKTA INC CLASS A (OKTA) - 0.47%
DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.50%
#19
XPO INC (XPO) - 0.45%
ROSS STORES INC (ROST) - 1.50%
#20
MODERNA INC (MRNA) - 0.45%
LUMENTUM HOLDINGS INC (LITE) - 1.46%
#21
WOODWARD INC (WWD) - 0.44%
MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.41%
#22
TEXAS PACIFIC LAND CORP (TPL) - 0.44%
W.W. GRAINGER INC (GWW) - 1.34%
#23
MKS INC (MKSI) - 0.44%
ROCKET LAB CORP (RKLB) - 1.29%
#24
F5 INC (FFIV) - 0.44%
REALTY INCOME CORP (O) - 1.27%
#25
C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.43%
TARGA RESOURCES CORP (TRGP) - 1.26%
Total Holdings498126

SCHM vs VOT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SCHM
-2.49%
VOT
-2.92%
3M
Winner
SCHM
+5.30%
VOT
+5.30%
6M
Winner
SCHM
+10.07%
VOT
+5.49%
1Y
Winner
SCHM
+25.52%
VOT
+4.11%
5Y(CAGR)
Winner
SCHM
+8.08%
VOT
+5.31%
10Y(CAGR)
SCHM
+10.99%
Winner
VOT
+11.68%
Max(CAGR)
Winner
SCHM
+11.34%
VOT
+10.00%

SCHM vs VOT - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearSCHMVOT
2026+16.60%+6.02%
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%
2010N/A+26.71%
2009N/A+37.80%
2008N/A-46.71%
2007N/A+17.69%
2006N/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 -4.12%. The current VOT drawdown is -2.97%.

RankSCHMVOT
#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.

YearSCHMVOT
20260.52%0.31%
20251.46%0.64%
20241.43%0.67%
20231.50%0.71%
20221.67%0.78%
20211.13%0.34%
20201.31%0.56%
20191.48%0.78%
20181.56%0.84%
20171.27%0.72%
20161.51%0.81%
20151.54%0.81%
20141.48%0.79%
20131.27%0.61%
20121.67%0.69%
20111.19%0.54%
20100.00%0.52%
20090.00%0.60%
20080.00%0.68%
20070.00%0.24%
20060.00%0.38%

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