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 Technology, Finance 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 16.02% year-to-date (YTD) with +$274M in YTD flows. CVMC performs better with 18.76% YTD performance, and +$481K 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 07/31/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCHM CVMC | -4.60%-0.66% | +2.18%+8.70% | +16.02%+18.76% | +23.10%+24.42% | +47.03%+49.82% | +43.77%n/a |
| Flows | SCHM CVMC | +$72M- | -$63M+$3M | +$274M+$481K | +$211M+$7M | -$8M+$51M | +$1.01B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHM CVMC | +18.10%+14.28% | +16.72%+14.50% | +18.07%+16.11% | +19.78%n/a |
| Max drawdown | SCHM CVMC | -7.29%-3.34% | -9.30%-9.34% | -23.35%-21.43% | -26.40%n/a |
| Max drawdown duration | SCHM CVMC | 31d7d | 46d49d | 283d269d | 855dn/a |
Trading data
SCHM | CVMC | |
Last sale 8/3/2026 at 1:30 PM | $35.27 | $76.69 |
| Previous close 07/31/2026 | $34.70 | $75.82 |
| Consolidated volume 07/31/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of July 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 8/3/2026 at 1:30 PM
Live
Closed
SCHM | CVMC | |
|---|---|---|
| Last price | $35.27 | $76.69 |
| 1D performance | +1.64% | +1.14% |
| AuM | $14.50 B | $102.18 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 | 495 | 596 |
| 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
96.33%
Other
3.67%
CVMC
USA
96.94%
Other
3.06%
Sectors
SCHM
Technology
20.21%
Finance
18.39%
Industrials
18.28%
Healthcare
11.01%
Non-Energy Materi.
9.31%
Other
22.8%
CVMC
Finance
24.62%
Industrials
17.59%
Technology
15.54%
Healthcare
12.53%
Other
29.72%
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Diversification
SCHM
Total weight of top 15 holdings out of 15
16.66%
CVMC
Total weight of top 15 holdings out of 15
7.84%
Top 15 holdings
Data as of June 30, 2026
SCHM
Sandisk Corp.
5.23%
Bloom Energy Corp.
1.58%
Coherent Corp.
1.43%
Ciena Corp.
1.21%
Lumentum Holdings, Inc.
1.20%
Flex Ltd.
1.03%
Revolution Medicines, Inc.
0.63%
Steel Dynamics, Inc.
0.60%
Tapestry, Inc.
0.56%
Centene Corp.
0.55%
Casey's General Stores, Inc.
0.55%
Carpenter Technology Corp.
0.53%
Twilio, Inc.
0.53%
Curtiss-Wright Corp.
0.52%
FTAI Aviation Ltd.
0.51%
CVMC
Teradyne, Inc.
0.65%
Delta Air Lines, Inc.
0.54%
PACCAR, Inc.
0.53%
Hewlett Packard Enterprise Co.
0.52%
Flex Ltd.
0.52%
Sempra
0.52%
Keysight Technologies, Inc.
0.52%
Carrier Global Corp.
0.52%
Arthur J. Gallagher & Co.
0.52%
W.W. Grainger, Inc.
0.51%
Dominion Energy, Inc.
0.51%
Target Corp.
0.50%
Realty Income Corp.
0.50%
Rockwell Automation, Inc.
0.49%
AMETEK, Inc.
0.49%
Frequently asked questions about SCHM and CVMC
How have the SCHM and CVMC ETFs performed in 2026?
As of July 31, 2026, SCHM is up 16.02% year-to-date (YTD), while CVMC has returned 18.76%. 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 +$274M in flows, compared to +$481K for CVMC.
Which ETF is more volatile: SCHM or CVMC?
Over the past year, SCHM had a volatility of 16.72%, while CVMC experienced 14.5%.
Which ETF is bigger: SCHM or CVMC?
As of July 31, 2026, SCHM holds $14.50 B in assets under management (AUM), while CVMC manages $102.18 M.
What sectors do the SCHM and CVMC ETFs invest in?
SCHM leans toward sectors like Technology, Finance 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., Bloom Energy Corp. and Coherent Corp.. CVMC holds in its top three: Teradyne, Inc., Delta Air Lines, Inc. and PACCAR, Inc..
Which ETF is more diversified: SCHM or CVMC?
SCHM holds 496 securities with 16.66% of its assets in the top 15. CVMC has 596 securities and a top 15 weight of 7.84%.
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