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EQALvsSCHMETF Comparison

ETF 1

EQAL

Invesco Russell 1000 Equal Weight ETF

This fund is part of

US Large Cap

+0.9%

Full EQAL fund page

VS

ETF 2

SCHM

Schwab U.S. Mid-Cap ETF

This fund is part of

US Mid Cap

+0.07%

Full SCHM fund page

Invesco Russell 1000 Equal Weight ETF (EQAL) belongs to the US Large Cap segment. Schwab U.S. Mid-Cap ETF (SCHM) is part of the US Mid Cap segment. EQAL's top 3 sector exposures are Information Technology, Energy and Industrials. In contrast, SCHM's top sector exposures are Industrials, Information Technology and Financials. EQAL is more expensive with a Total Expense Ratio (TER) of 0.2%, versus 0.04% for SCHM. EQAL is up 10.51% year-to-date (YTD) with +$34M in YTD flows. SCHM performs better with 12.21% YTD performance, and +$327M in YTD flows. Run a side-by-side ETF comparison of EQAL and SCHM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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EQAL vs SCHM performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/24/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	EQAL SCHM	+5.55%+8.89%	+5.42%+5.12%	+10.51%+12.21%	+29.25%+37.08%	+49.71%+56.16%	+40.83%+39.23%
Flows	EQAL SCHM	+$18M+$138M	+$37M+$343M	+$34M+$327M	+$39M+$176M	-$22M+$44M	-$5M+$1.34B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	EQAL SCHM	+13.55%+18.76%	+12.67%+16.01%	+15.22%+17.87%	+17.24%+19.63%
Max drawdown	EQAL SCHM	-6.60%-9.30%	-6.60%-9.30%	-19.52%-23.35%	-21.70%-26.40%
Max drawdown duration	EQAL SCHM	44d46d	44d46d	233d283d	869d855d

Trading data

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	EQAL	SCHM
Last sale 4/27/2026 at 3:40 PM	$57.74	$33.78
Previous close 04/24/2026	$57.85	$33.67
Consolidated volume 04/24/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of March 31, 2026

1-year trailing difference

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	EQAL	SCHM
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 4/27/2026 at 3:40 PM

Live

Closed

	EQAL	SCHM
Last price	$57.74	$33.78
1D performance	-0.19%	+0.31%
AuM	$792.58 M	$14.12 B
E/R	0.2%	0.04%

Characteristics

	EQAL	SCHM
Management strategy	Passive	Passive
Provider	Invesco	Schwab ETFs
Benchmark	Russell 1000 Equal Weight Index	Dow Jones U.S. Mid-Cap Total Stock Market Index
N° of holdings	908	449
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	December 23, 2014	January 13, 2011
ESG	No	No

More EQAL data on Trackinsight

More SCHM data on Trackinsight

Exposure

Countries

EQAL

USA

93.36%

Other

6.64%

SCHM

USA

92.55%

Other

7.45%

Sectors

EQAL

Information Techn.

11.62%

Energy

9.11%

Industrials

8.77%

Health Care

8.64%

Financials

8.57%

Materials

8.35%

Other

44.95%

SCHM

Industrials

19.21%

Information Techn.

12.27%

Financials

11.23%

Health Care

10.71%

Consumer Discreti.

9.95%

Materials

7.16%

Other

29.48%

Diversification

EQAL

Total weight of top 15 holdings out of 15

7.93%

SCHM

Total weight of top 15 holdings out of 15

11.32%

Top 15 holdings

Data as of March 31, 2026

EQAL

CIENA

0.61%

LUMENTUM HOLDINGS

0.58%

IRIDIUM COMMUNICATIONS

0.58%

AT&T

0.54%

MILLICOM INTERNATIONAL CELLULAR

0.54%

UBIQUITI INC

0.53%

CISCO-T

0.53%

CHARTER COMMUNICATIONS INC(NEW)

0.52%

LIBERTY BROADBAND CORP

0.52%

US36164V8000

0.51%

VERIZON COMMUNICATIONS

0.51%

T-MOBILE US INC

0.50%

BMG611881019

0.49%

MOTOROLA SOLUTIONS

0.48%

COMCAST

0.48%

SCHM

US80004C2008

1.92%

CIENA

1.16%

LUMENTUM HOLDINGS

1.05%

US19247G1076

0.98%

BLOOM ENERGY CORP

0.74%

TEXAS PACIFIC LAND CORP

0.62%

TECHNIPFMC PLC

0.61%

TAPESTRY INC

0.61%

CASEYS GENERAL STORES

0.57%

CURTISS WRIGHT

0.53%

KYG3730V1059

0.52%

FLEX LTD

0.51%

OMNICOM

0.51%

STEEL DYNAMICS

0.51%

UTD THERAPEUT

0.49%

Frequently asked questions about EQAL and SCHM

How have the EQAL and SCHM ETFs performed in 2026?

As of April 24, 2026, EQAL is up 10.51% year-to-date (YTD), while SCHM has returned 12.21%. That puts SCHM better performer ahead so far this year.

Which ETF is attracting more investor money: EQAL or SCHM?

Year-to-date, the EQAL ETF saw +$34M in flows, compared to +$327M for SCHM.

Which ETF is more volatile: EQAL or SCHM?

Over the past year, EQAL had a volatility of 12.67%, while SCHM experienced 16.01%.

Which ETF is bigger: EQAL or SCHM?

As of April 24, 2026, EQAL holds $792.58 M in assets under management (AUM), while SCHM manages $14.12 B.

What sectors do the EQAL and SCHM ETFs invest in?

EQAL leans toward sectors like Information Technology, Energy and Industrials. Meanwhile, SCHM focuses on Industrials, Information Technology and Financials.

What are the top holdings of the EQAL ETF and SCHM ETF?

EQAL top holdings include CIENA, LUMENTUM HOLDINGS and IRIDIUM COMMUNICATIONS. SCHM holds in its top three: US80004C2008, CIENA and LUMENTUM HOLDINGS.

Which ETF is more diversified: EQAL or SCHM?

EQAL holds 991 securities with 7.93% of its assets in the top 15. SCHM has 497 securities and a top 15 weight of 11.32%.

Tony's ETF Buyers Guide: Equal-Weight ETFs

May 14, 2024

EQAL

EQALvsSCHMETF Comparison

Invesco Russell 1000 Equal Weight ETF

Schwab U.S. Mid-Cap ETF

EQAL vs SCHM performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the EQAL and SCHM ETFs performed in 2026?

As of April 24, 2026, EQAL is up 10.51% year-to-date (YTD), while SCHM has returned 12.21%. That puts SCHM better performer ahead so far this year.

Which ETF is attracting more investor money: EQAL or SCHM?

Year-to-date, the EQAL ETF saw +$34M in flows, compared to +$327M for SCHM.

Which ETF is more volatile: EQAL or SCHM?

Over the past year, EQAL had a volatility of 12.67%, while SCHM experienced 16.01%.

Which ETF is bigger: EQAL or SCHM?

As of April 24, 2026, EQAL holds $792.58 M in assets under management (AUM), while SCHM manages $14.12 B.

What sectors do the EQAL and SCHM ETFs invest in?

EQAL leans toward sectors like Information Technology, Energy and Industrials. Meanwhile, SCHM focuses on Industrials, Information Technology and Financials.

What are the top holdings of the EQAL ETF and SCHM ETF?

EQAL top holdings include CIENA, LUMENTUM HOLDINGS and IRIDIUM COMMUNICATIONS. SCHM holds in its top three: US80004C2008, CIENA and LUMENTUM HOLDINGS.

Which ETF is more diversified: EQAL or SCHM?

EQAL holds 991 securities with 7.93% of its assets in the top 15. SCHM has 497 securities and a top 15 weight of 11.32%.

Tony's ETF Buyers Guide: Equal-Weight ETFs

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