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SCHMvsCVMCETF Comparison
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. Both ETFs have the same top 3 sector exposures: Industrials, Information Technology and Financials. SCHM is less expensive with a Total Expense Ratio (TER) of 0.04%, versus 0.15% for CVMC. SCHM is up 4.98% year-to-date (YTD) with +$178M in YTD flows. CVMC performs worse with 2.25% YTD performance, and -$3M 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.
SCHM vs CVMC performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCHM CVMC | -3.65%-3.82% | +2.37%+0.99% | +4.98%+2.25% | +23.01%+16.39% | +52.28%+43.67% | +35.52%n/a |
| Flows | SCHM CVMC | +$215M- | +$236M-$55K | +$178M-$3M | +$226M+$12M | -$229M+$47M | +$1.38B- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHM CVMC | +15.11%+13.51% | +21.22%+18.73% | +17.75%+16.04% | +19.54%n/a |
| Max drawdown | SCHM CVMC | -5.25%-4.90% | -15.46%-13.93% | -23.35%-21.43% | -26.40%n/a |
| Max drawdown duration | SCHM CVMC | 13d12d | 46d46d | 283d269d | 855dn/a |
SCHM | CVMC | |
Last sale 3/12/2026 at 1:30 PM | $30.91 | $65.17 |
| Previous close 03/11/2026 | $31.56 | $65.50 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
SCHM | CVMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SCHM | CVMC | |
|---|---|---|
| Last price | $30.91 | $65.17 |
| 1D performance | -2.06% | -0.51% |
| AuM | $13.09 B | $85.18 M |
| E/R | 0.04% | 0.15% |
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 | 452 | 574 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 13, 2011 | February 1, 2023 |
| ESG | No | Yes |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the SCHM and CVMC ETFs performed in 2026?
As of March 11, 2026, SCHM is up 4.98% year-to-date (YTD), while CVMC has returned 2.25%. That puts SCHM better performer ahead so far this year.
Which ETF is attracting more investor money: SCHM or CVMC?
Year-to-date, the SCHM ETF saw +$178M in flows, compared to -$3M for CVMC.
Which ETF is more volatile: SCHM or CVMC?
Over the past year, SCHM had a volatility of 21.22%, while CVMC experienced 18.73%.
Which ETF is bigger: SCHM or CVMC?
As of March 11, 2026, SCHM holds $13.09 B in assets under management (AUM), while CVMC manages $85.18 M.
What sectors do the SCHM and CVMC ETFs invest in?
SCHM leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, CVMC focuses on Industrials, Information Technology and Financials.
What are the top holdings of the SCHM ETF and CVMC ETF?
SCHM top holdings include US80004C2008, CIENA and US19247G1076. CVMC holds in its top three: SEAGATE TECHNOLOGY HOLDINGS PLC, WESTERN DIGITAL and CORNING.
Which ETF is more diversified: SCHM or CVMC?
SCHM holds 498 securities with 8.79% of its assets in the top 15. CVMC has 587 securities and a top 15 weight of 9.54%.
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