SCHMvsCVMCETF Comparison
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Schwab U.S. Mid-Cap ETF (SCHM) and Calvert US Mid-Cap Core Responsible Index ETF (CVMC) belong to the same industry segment: US Mid Cap. SCHM's top 3 sector exposures are Finance, Technology and Industrials. In contrast, CVMC's top sector exposures are Finance, Industrials and Technology. SCHM is less expensive with a Total Expense Ratio (TER) of 0.03%, versus 0.15% for CVMC. SCHM is up 16.64% year-to-date (YTD) with +$3.04B in YTD flows. CVMC performs better with 17% YTD performance, and +$8M in YTD flows. Run a side-by-side ETF comparison of SCHM and CVMC 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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SCHM vs CVMC performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/17/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCHM CVMC | -5.21%-4.78% | -1.60%+1.21% | +16.64%+17.00% | +18.93%+19.36% | +56.68%+57.83% | +43.61%n/a |
| Flows | SCHM CVMC | +$2.75B+$4M | +$2.91B+$8M | +$3.04B+$8M | +$3.01B+$15M | +$2.20B+$56M | +$2.75B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHM CVMC | +16.05%+10.97% | +16.80%+14.38% | +18.15%+16.11% | +19.84%n/a |
| Max drawdown | SCHM CVMC | -7.29%-6.12% | -9.30%-9.34% | -23.35%-21.43% | -26.40%n/a |
| Max drawdown duration | SCHM CVMC | 79d35d | 46d49d | 283d269d | 855dn/a |
Trading data
SCHM | CVMC | |
Last sale 9/17/2026 at 1:30 PM | $34.86 | $74.62 |
| Previous close 09/17/2026 | $34.56 | $74.10 |
| Consolidated volume 09/17/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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SCHM | CVMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/17/2026 at 1:30 PM
Live
Closed
SCHM | CVMC | |
|---|---|---|
| Last price | $34.86 | $74.62 |
| 1D performance | +0.87% | +0.70% |
| AuM | $17.34 B | $108.13 M |
| E/R | 0.03% | 0.15% |
Characteristics
SCHM | CVMC | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Schwab ETFs | Morgan Stanley |
| Benchmark | Dow Jones U.S. Mid-Cap Total Stock Market Index | Calvert US Mid-Cap Core Responsible Index |
| N° of holdings | 493 | 593 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 13, 2011 | February 1, 2023 |
| ESG | No | Yes |
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Exposure
Countries
SCHM
USA
96.44%
Other
3.56%
CVMC
USA
96.88%
Other
3.12%
Sectors
SCHM
Finance
19.92%
Technology
17.63%
Industrials
17.2%
Healthcare
11.95%
Non-Energy Materi.
9.41%
Other
23.88%
CVMC
Finance
25.78%
Industrials
16.75%
Technology
14.89%
Healthcare
12.97%
Other
29.61%
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Diversification
SCHM
Total weight of top 15 holdings out of 15
13.68%
CVMC
Total weight of top 15 holdings out of 15
7.89%
Top 15 holdings
Data as of July 31, 2026
SCHM
Sandisk Corp.
3.58%
Lumentum Holdings, Inc.
1.04%
Coherent Corp.
1.01%
Ciena Corp.
1.01%
Bloom Energy Corp.
0.94%
Flex Ltd.
0.81%
Revolution Medicines, Inc.
0.71%
Steel Dynamics, Inc.
0.64%
Casey's General Stores, Inc.
0.60%
Centene Corp.
0.58%
TechnipFMC plc
0.57%
Tapestry, Inc.
0.57%
Twilio, Inc.
0.56%
Carpenter Technology Corp.
0.54%
Curtiss-Wright Corp.
0.52%
CVMC
PACCAR, Inc.
0.60%
Target Corp.
0.56%
Arthur J. Gallagher & Co.
0.56%
Hewlett Packard Enterprise Co.
0.56%
Dominion Energy, Inc.
0.53%
W.W. Grainger, Inc.
0.52%
Realty Income Corp.
0.52%
Aflac, Inc.
0.52%
Nucor Corp.
0.51%
Sempra
0.51%
Delta Air Lines, Inc.
0.51%
Teradyne, Inc.
0.50%
Public Storage
0.50%
AMETEK, Inc.
0.49%
Rockwell Automation, Inc.
0.48%
Frequently asked questions about SCHM and CVMC
How have the SCHM and CVMC ETFs performed in 2026?
As of September 17, 2026, SCHM is up 16.64% year-to-date (YTD), while CVMC has returned 17%. That puts CVMC better performer ahead so far this year.
Which ETF is attracting more investor money: SCHM or CVMC?
Year-to-date, the SCHM ETF saw +$3.04B in flows, compared to +$8M for CVMC.
Which ETF is more volatile: SCHM or CVMC?
Over the past year, SCHM had a volatility of 16.8%, while CVMC experienced 14.38%.
Which ETF is bigger: SCHM or CVMC?
As of September 17, 2026, SCHM holds $17.34 B in assets under management (AUM), while CVMC manages $108.13 M.
What sectors do the SCHM and CVMC ETFs invest in?
SCHM leans toward sectors like Finance, Technology and Industrials. Meanwhile, CVMC focuses on Finance, Industrials and Technology.
What are the top holdings of the SCHM ETF and CVMC ETF?
SCHM top holdings include Sandisk Corp., Lumentum Holdings, Inc. and Coherent Corp.. CVMC holds in its top three: PACCAR, Inc., Target Corp. and Arthur J. Gallagher & Co..
Which ETF is more diversified: SCHM or CVMC?
SCHM holds 493 securities with 13.68% of its assets in the top 15. CVMC has 593 securities and a top 15 weight of 7.89%.
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