SCHMvsIVOOETF Comparison
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Schwab U.S. Mid-Cap ETF (SCHM) and Vanguard S&P Mid-Cap 400 ETF (IVOO) belong to the same industry segment: US Mid Cap. SCHM's top 3 sector exposures are Technology, Finance and Industrials. In contrast, IVOO's top sector exposures are Finance, Industrials and Technology. SCHM is less expensive with a Total Expense Ratio (TER) of 0.03%, versus 0.07% for IVOO. SCHM is up 16.02% year-to-date (YTD) with +$274M in YTD flows. IVOO performs worse with 14.56% YTD performance, and +$368M in YTD flows. Run a side-by-side ETF comparison of SCHM and IVOO 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 IVOO 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 IVOO | -4.60%-1.51% | +2.18%+3.63% | +16.02%+14.56% | +23.10%+20.91% | +47.03%+43.88% | +43.77%+50.22% |
| Flows | SCHM IVOO | +$72M+$87M | -$63M+$194M | +$274M+$368M | +$211M+$535M | -$8M+$1.23B | +$1.01B+$1.46B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHM IVOO | +18.10%+14.48% | +16.72%+15.63% | +18.07%+17.79% | +19.78%+19.51% |
| Max drawdown | SCHM IVOO | -7.29%-4.26% | -9.30%-8.82% | -23.35%-24.02% | -26.40%-24.02% |
| Max drawdown duration | SCHM IVOO | 31d26d | 46d53d | 283d379d | 855d379d |
Trading data
SCHM | IVOO | |
Last sale 8/3/2026 at 1:30 PM | $35.27 | $128.83 |
| Previous close 07/31/2026 | $34.70 | $127.36 |
| 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 | IVOO | |
|---|---|---|
| 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 | IVOO | |
|---|---|---|
| Last price | $35.27 | $128.83 |
| 1D performance | +1.64% | +1.15% |
| AuM | $14.50 B | $3.79 B |
| E/R | 0.03% | 0.07% |
Characteristics
SCHM | IVOO | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Schwab ETFs | Vanguard |
| Benchmark | Dow Jones U.S. Mid-Cap Total Stock Market Index | S&P MidCap 400 Index |
| N° of holdings | 495 | 402 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 13, 2011 | September 7, 2010 |
| ESG | No | No |
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Exposure
Countries
SCHM
USA
96.33%
Other
3.67%
IVOO
USA
95.68%
Other
4.32%
Sectors
SCHM
Technology
20.21%
Finance
18.39%
Industrials
18.28%
Healthcare
11.01%
Non-Energy Materi.
9.31%
Other
22.8%
IVOO
Finance
21.82%
Industrials
18.67%
Technology
15.25%
Non-Energy Materi.
10.59%
Healthcare
8.48%
Other
25.19%
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Diversification
SCHM
Total weight of top 15 holdings out of 15
16.66%
IVOO
Total weight of top 15 holdings out of 15
11.07%
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%
IVOO
Twilio, Inc.
0.86%
Carpenter Technology Corp.
0.84%
MKS, Inc.
0.82%
Curtiss-Wright Corp.
0.76%
Entegris, Inc.
0.75%
nVent Electric Plc
0.75%
ATI, Inc.
0.73%
Illumina, Inc.
0.73%
TechnipFMC plc
0.72%
Sterling Infrastructure, Inc.
0.70%
MasTec, Inc.
0.70%
Woodward, Inc.
0.69%
MACOM Technology Solutions Holdings, Inc.
0.68%
Everpure, Inc.
0.68%
XPO, Inc.
0.66%
Frequently asked questions about SCHM and IVOO
How have the SCHM and IVOO ETFs performed in 2026?
As of July 31, 2026, SCHM is up 16.02% year-to-date (YTD), while IVOO has returned 14.56%. That puts SCHM better performer ahead so far this year.
Which ETF is attracting more investor money: SCHM or IVOO?
Year-to-date, the SCHM ETF saw +$274M in flows, compared to +$368M for IVOO.
Which ETF is more volatile: SCHM or IVOO?
Over the past year, SCHM had a volatility of 16.72%, while IVOO experienced 15.63%.
Which ETF is bigger: SCHM or IVOO?
As of July 31, 2026, SCHM holds $14.50 B in assets under management (AUM), while IVOO manages $3.79 B.
What sectors do the SCHM and IVOO ETFs invest in?
SCHM leans toward sectors like Technology, Finance and Industrials. Meanwhile, IVOO focuses on Finance, Industrials and Technology.
What are the top holdings of the SCHM ETF and IVOO ETF?
SCHM top holdings include Sandisk Corp., Bloom Energy Corp. and Coherent Corp.. IVOO holds in its top three: Twilio, Inc., Carpenter Technology Corp. and MKS, Inc..
Which ETF is more diversified: SCHM or IVOO?
SCHM holds 496 securities with 16.66% of its assets in the top 15. IVOO has 402 securities and a top 15 weight of 11.07%.
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