SCHM vs VSS
Comparison between SCHWAB U.S. MID-CAP ETF (SCHM, ETF) and VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES (VSS, ETF).
5-Year PerformanceSCHM has outperformed VSS, delivering a return of +7.5% compared to +6.7%
SCHM vs VSS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SCHM
$13B
VSS
$13B
Expense Ratio
Winner
SCHM
0.04%
VSS
0.06%
Max Drawdown
Winner
SCHM
42.43%
VSS
46.80%
Sharpe Ratio
SCHM
1.73
Winner
VSS
2.04
5Y Beta
SCHM
1.00
Winner
VSS
0.68
P/E Ratio
SCHM
32.87
VSS
N/A
Forward P/E
SCHM
16.73
VSS
N/A
5Y Dividends CAGR
SCHM
9.77%
Winner
VSS
24.32%
5Y EPS CAGR
SCHM
11.45%
VSS
N/A
Debt to Equity
SCHM
8.63%
VSS
N/A
P/S Ratio
SCHM
1.66
VSS
N/A
P/B Ratio
SCHM
2.73
VSS
N/A
SCHM vs VSS - Holdings Comparison
SCHM and VSS have 0 common holdings. Overlap is 0.00%
SCHM's top 25 holdings weight is 17.03%. VSS's top 25 holdings weight is 5.25%.
| Rank | SCHM | VSS |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 2.91% | WSP GLOBAL INC (WSPOF) - 0.70% |
| #2 | CIENA CORP (CIEN) - 1.31% | ARC RESOURCES LTD (AETUF) - 0.35% |
| #3 | BLOOM ENERGY CORP CLASS A (BE) - 1.15% | EMERA INC (EMRAF) - 0.35% |
| #4 | COHERENT CORP (COHR) - 1.12% | GFL ENVIRONMENTAL INC (GFL) - 0.32% |
| #5 | LUMENTUM HOLDINGS INC (LITE) - 1.11% | ATKINSREALIS GROUP INC (SNCAF) - 0.30% |
| #6 | FLEX LTD (FLEX) - 0.63% | STANTEC INC (STN) - 0.29% |
| #7 | STEEL DYNAMICS INC (STLD) - 0.61% | CAE INC (CAE) - 0.26% |
| #8 | TECHNIPFMC PLC (n/a) - 0.60% | OPEN TEXT CORP (OTEX) - 0.24% |
| #9 | CASEY'S GENERAL STORES INC (CASY) - 0.57% | PAN AMERICAN SILVER CORP (PAAS) - 0.24% |
| #10 | TAPESTRY INC (TPR) - 0.57% | GILDAN ACTIVEWEAR INC (GIL) - 0.24% |
| #11 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.56% | ALAMOS GOLD INC CLASS A (AGI) - 0.24% |
| #12 | CURTISS-WRIGHT CORP (CW) - 0.51% | FIRSTSERVICE CORP ORDINARY SHARES (FSV) - 0.23% |
| #13 | XPO INC (XPO) - 0.51% | WEST FRASER TIMBER CO.LTD (WFG) - 0.21% |
| #14 | TEXAS PACIFIC LAND CORP (TPL) - 0.49% | n/a (CIGI) - 0.19% |
| #15 | UNITED THERAPEUTICS CORP (UTHR) - 0.48% | n/a (BIPC) - 0.15% |
| #16 | OMNICOM GROUP INC (OMC) - 0.48% | n/a (BEPC) - 0.12% |
| #17 | CENTENE CORP (CNC) - 0.46% | ALGONQUIN POWER & UTILITIES CORP (AQN) - 0.11% |
| #18 | NISOURCE INC (NI) - 0.46% | OSISKO GOLD ROYALTIES LTD (OR) - 0.11% |
| #19 | FABRINET (FN) - 0.45% | NEXGEN ENERGY LTD (NXE) - 0.11% |
| #20 | MASTEC INC (MTZ) - 0.45% | HUDBAY MINERALS INC (HBM) - 0.10% |
| #21 | MODERNA INC (MRNA) - 0.32% | VEREN INC (VRN) - 0.10% |
| #22 | INCYTE CORP (INCY) - 0.32% | BAUSCH HEALTH COMPANIES INC (BHC) - 0.08% |
| #23 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.32% | ATS CORP (ATS) - 0.08% |
| #24 | KIMCO REALTY CORP (KIM) - 0.32% | BLACKBERRY LTD (BB) - 0.07% |
| #25 | JONES LANG LASALLE INC (JLL) - 0.32% | BAYTEX ENERGY CORP (BTE) - 0.06% |
| Total Holdings | 457 | 28 |
SCHM vs VSS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHM
+7.06%
VSS
+5.75%
3M
Winner
SCHM
+6.30%
VSS
+3.59%
6M
Winner
SCHM
+18.68%
VSS
+18.51%
1Y
SCHM
+33.44%
Winner
VSS
+37.32%
5Y(CAGR)
Winner
SCHM
+7.45%
VSS
+6.65%
10Y(CAGR)
Winner
SCHM
+11.42%
VSS
+8.76%
Max(CAGR)
Winner
SCHM
+11.35%
VSS
+10.15%
SCHM vs VSS - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SCHM | VSS |
|---|---|---|
| 2026 | +14.25% | +12.17% |
| 2025 | +10.33% | +29.81% |
| 2024 | +12.62% | +4.33% |
| 2023 | +17.39% | +14.93% |
| 2022 | -17.26% | -21.86% |
| 2021 | +21.32% | +12.60% |
| 2020 | +14.95% | +10.82% |
| 2019 | +27.82% | +21.27% |
| 2018 | -9.47% | -19.25% |
| 2017 | +18.99% | +29.57% |
| 2016 | +16.05% | +5.35% |
| 2015 | +0.01% | -0.05% |
| 2014 | +11.21% | -3.56% |
| 2013 | +32.95% | +14.67% |
| 2012 | +16.31% | +17.92% |
| 2011 | -2.92% | -20.23% |
| 2010 | N/A | +25.51% |
| 2009 | N/A | +60.89% |
SCHM vs VSS Drawdown Comparison
The maximum drawdown for SCHM was -42.43%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The maximum drawdown for VSS was -43.51%, occurring on Mar 23, 2020. Recovery took 719 trading sessions.
The current SCHM drawdown is -0.66%.
| Rank | SCHM | VSS |
|---|---|---|
| #1 | -42.43% Feb 20, 2020 - Nov 9, 2020 | -43.51% Jan 26, 2018 - Dec 3, 2020 |
| #2 | -26.46% Nov 16, 2021 - Mar 21, 2024 | -33.92% Sep 3, 2021 - May 23, 2025 |
| #3 | -26.37% Apr 29, 2011 - Mar 13, 2012 | -29.09% Apr 29, 2011 - Sep 18, 2013 |
| #4 | -23.27% Nov 25, 2024 - Sep 5, 2025 | -24.19% Jul 3, 2014 - Apr 25, 2017 |
| #5 | -22.73% Sep 14, 2018 - Jul 5, 2019 | -18.53% Apr 14, 2010 - Sep 20, 2010 |
| #6 | -19.98% Jun 23, 2015 - Jul 12, 2016 | -12.48% Jan 14, 2010 - Apr 1, 2010 |
| #7 | -12.09% Mar 19, 2012 - Sep 12, 2012 | -11.62% Feb 27, 2026 - Apr 17, 2026 |
| #8 | -10.78% Sep 2, 2014 - Nov 20, 2014 | -8.75% Jun 2, 2009 - Jul 22, 2009 |
| #9 | -9.61% Jan 26, 2018 - Jun 6, 2018 | -8.46% Oct 19, 2009 - Jan 4, 2010 |
| #10 | -9.32% Feb 26, 2026 - Apr 14, 2026 | -8.46% Mar 3, 2011 - Apr 1, 2011 |
| #11 | -8.18% Jul 16, 2024 - Sep 19, 2024 | -6.46% Nov 4, 2010 - Dec 13, 2010 |
| #12 | -7.35% Sep 14, 2012 - Dec 18, 2012 | -5.35% Jan 22, 2014 - Feb 13, 2014 |
| #13 | -7.34% May 21, 2013 - Jul 11, 2013 | -5.27% Oct 27, 2025 - Dec 11, 2025 |
| #14 | -7.19% Jul 24, 2019 - Nov 4, 2019 | -5.18% Apr 16, 2009 - Apr 24, 2009 |
| #15 | -7.05% Mar 28, 2024 - Jul 16, 2024 | -5.15% May 8, 2009 - May 18, 2009 |
Correlation
Correlation between SCHM and VSS is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2009 - 2026)
SCHM vs VSS dividend yield comparison.
| Year | SCHM | VSS |
|---|---|---|
| 2026 | 0.22% | 0.00% |
| 2025 | 1.46% | 3.39% |
| 2024 | 1.43% | 3.44% |
| 2023 | 1.50% | 3.14% |
| 2022 | 1.67% | 2.30% |
| 2021 | 1.13% | 2.74% |
| 2020 | 1.31% | 1.90% |
| 2019 | 1.48% | 3.25% |
| 2018 | 1.56% | 2.80% |
| 2017 | 1.27% | 2.83% |
| 2016 | 1.51% | 2.93% |
| 2015 | 1.54% | 2.66% |
| 2014 | 1.48% | 2.67% |
| 2013 | 1.27% | 2.71% |
| 2012 | 1.67% | 2.98% |
| 2011 | 1.19% | 3.19% |
| 2010 | 0.00% | 5.91% |
| 2009 | 0.00% | 3.58% |
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