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. 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 0.07% for IVOO. SCHM is up 14.46% year-to-date (YTD) with +$327M in YTD flows. IVOO performs worse with 11.84% YTD performance, and +$191M 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 05/07/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCHM IVOO | +9.12%+7.47% | +5.03%+2.80% | +14.46%+11.84% | +33.53%+28.14% | +61.48%+56.79% | +41.54%+42.89% |
| Flows | SCHM IVOO | +$35M+$75M | +$349M+$109M | +$327M+$191M | +$166M+$305M | +$64M+$1.07B | +$1.31B+$1.31B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHM IVOO | +19.36%+18.07% | +16.14%+15.99% | +17.84%+17.89% | +19.69%+19.63% |
| Max drawdown | SCHM IVOO | -9.30%-8.82% | -9.30%-8.82% | -23.35%-24.02% | -26.40%-24.02% |
| Max drawdown duration | SCHM IVOO | 46d53d | 46d53d | 283d379d | 855d379d |
Trading data
SCHM | IVOO | |
Last sale 5/7/2026 at 1:30 PM | $34.32 | $124.71 |
| Previous close 05/07/2026 | $34.97 | $126.31 |
| Consolidated volume 05/07/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of April 30, 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 5/7/2026 at 1:30 PM
Live
Closed
SCHM | IVOO | |
|---|---|---|
| Last price | $34.32 | $124.71 |
| 1D performance | -1.86% | -1.27% |
| AuM | $14.40 B | $3.53 B |
| E/R | 0.04% | 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 | 449 | 381 |
| 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
92.55%
Other
7.45%
IVOO
USA
92.78%
Other
7.22%
Sectors
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%
IVOO
Industrials
21.49%
Information Techn.
13.1%
Financials
13.02%
Consumer Discreti.
10.59%
Health Care
8.86%
Other
32.94%
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Diversification
SCHM
Total weight of top 15 holdings out of 15
11.32%
IVOO
Total weight of top 15 holdings out of 15
10.33%
Top 15 holdings
Data as of March 31, 2026
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%
IVOO
TECHNIPFMC PLC
0.87%
CASEYS GENERAL STORES
0.84%
UTD THERAPEUT
0.79%
CURTISS WRIGHT
0.78%
FLEX LTD
0.75%
XPO LOGISTICS
0.71%
WOODWARD
0.66%
ROYAL GOLD
0.64%
US FOODS HOLDING CORP
0.63%
BURLINGTON STORES
0.63%
ATI INC
0.61%
MICHAEL STORES
0.61%
CARPENTER TECHNOLOGY
0.61%
NVENT ELECTRIC PLC
0.59%
TWILIO
0.59%
Frequently asked questions about SCHM and IVOO
How have the SCHM and IVOO ETFs performed in 2026?
As of May 7, 2026, SCHM is up 14.46% year-to-date (YTD), while IVOO has returned 11.84%. 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 +$327M in flows, compared to +$191M for IVOO.
Which ETF is more volatile: SCHM or IVOO?
Over the past year, SCHM had a volatility of 16.14%, while IVOO experienced 15.99%.
Which ETF is bigger: SCHM or IVOO?
As of May 7, 2026, SCHM holds $14.40 B in assets under management (AUM), while IVOO manages $3.53 B.
What sectors do the SCHM and IVOO ETFs invest in?
SCHM leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, IVOO focuses on Industrials, Information Technology and Financials.
What are the top holdings of the SCHM ETF and IVOO ETF?
SCHM top holdings include US80004C2008, CIENA and LUMENTUM HOLDINGS. IVOO holds in its top three: TECHNIPFMC PLC, CASEYS GENERAL STORES and UTD THERAPEUT.
Which ETF is more diversified: SCHM or IVOO?
SCHM holds 497 securities with 11.32% of its assets in the top 15. IVOO has 400 securities and a top 15 weight of 10.33%.
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