IVOG vs. SCHM ETF Comparison

Comparison of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) to Schwab U.S. Mid Cap ETF (SCHM)

IVOG

Vanguard S&P Mid-Cap 400 Growth ETF

IVOG Description

The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization growth stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P MidCap 400® Growth Index, which represents the growth companies of the S&P MidCap 400 Index. The index measures the performance of mid-capitalization growth stocks. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Grade (RS Rating)

Last Trade

$108.54

Average Daily Volume

26,269

Number of Holdings ^*

239

* may have additional holdings in another (foreign) market

SCHM

Schwab U.S. Mid Cap ETF

SCHM Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Mid-Cap Total Stock Market IndexSM. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the mid-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Mid-Cap Total Stock Market Index includes the components ranked 501-1000 by full market capitalization. The index is a float-adjusted market capitalization weighted index. It may invest up to 10% of its net assets in securities not included in its index.

Grade (RS Rating)

Last Trade

$77.07

Average Daily Volume

285,515

Number of Holdings ^*

479

* may have additional holdings in another (foreign) market

Performance

Period	IVOG	SCHM
30 Days	-2.58%	-2.53%
60 Days	0.36%	0.02%
90 Days	-2.76%	-3.35%
12 Months	17.19%	10.19%

187 Overlapping Holdings

	Symbol	Grade	Weight in IVOG	Weight in SCHM	Overlap
	AAON	B	0.36%	0.14%	0.14%
	ACHC	F	0.45%	0.15%	0.15%
	ACM	D	0.39%	0.3%	0.3%
	AIT	C	0.53%	0.18%	0.18%
	ALGM	F	0.05%	0.05%	0.05%
	ALV	D	0.4%	0.19%	0.19%
	AM	B	0.21%	0.12%	0.12%
	AMH	A	0.49%	0.29%	0.29%
	ATR	D	0.41%	0.24%	0.24%
	AXTA	D	0.56%	0.18%	0.18%
	AYI	D	0.29%	0.18%	0.18%
	BC	F	0.25%	0.12%	0.12%
	BLD	D	0.94%	0.29%	0.29%
	BRKR	F	0.26%	0.15%	0.15%
	BRX	B	0.21%	0.17%	0.17%
	BURL	B	0.66%	0.38%	0.38%
	BWXT	B	0.6%	0.21%	0.21%
	BYD	F	0.27%	0.09%	0.09%
	CACI	B	0.25%	0.24%	0.24%
	CAR	F	0.15%	0.05%	0.05%
	CASY	B	0.88%	0.35%	0.35%
	CBSH	C	0.19%	0.16%	0.16%
	CCK	F	0.34%	0.23%	0.23%
	CELH	F	0.85%	0.2%	0.2%
	CFR	C	0.2%	0.15%	0.15%
	CG	D	0.32%	0.21%	0.21%
	CGNX	B	0.25%	0.2%	0.2%
	CHDN	B	0.63%	0.23%	0.23%
	CHE	D	0.36%	0.2%	0.2%
	CHH	B	0.1%	0.07%	0.07%
	CHRD	C	0.82%	0.26%	0.26%
	CHX	C	0.3%	0.16%	0.16%
	CIEN	C	0.2%	0.17%	0.17%
	CIVI	D	0.49%	0.16%	0.16%
	CLH	B	0.78%	0.28%	0.28%
	CNM	D	0.4%	0.21%	0.21%
	COKE	A	0.33%	0.12%	0.12%
	COLM	D	0.1%	0.07%	0.07%
	COTY	F	0.28%	0.09%	0.09%
	CPRI	D	0.14%	0.09%	0.09%
	CR	C	0.52%	0.17%	0.17%
	CROX	B	0.67%	0.22%	0.22%
	CSL	C	1.45%	0.48%	0.48%
	CUBE	B	0.37%	0.25%	0.25%
	CW	C	0.5%	0.26%	0.26%
	DBX	D	0.41%	0.13%	0.13%
	DCI	D	0.36%	0.21%	0.21%
	DKS	C	0.5%	0.32%	0.32%
	DLB	C	0.2%	0.11%	0.11%
	DT	F	0.78%	0.26%	0.26%
	EEFT	D	0.2%	0.11%	0.11%
	EGP	B	0.35%	0.2%	0.2%
	EHC	B	0.28%	0.21%	0.21%
	ELF	B	0.74%	0.28%	0.28%
	ELS	C	0.54%	0.29%	0.29%
	EME	C	1.31%	0.44%	0.44%
	EQH	B	0.49%	0.31%	0.31%
	ERIE	C	0.38%	0.22%	0.22%
	EWBC	C	0.4%	0.24%	0.24%
	EXEL	B	0.47%	0.16%	0.16%
	EXLS	B	0.2%	0.12%	0.12%
	EXP	F	0.57%	0.18%	0.18%
	FCN	C	0.54%	0.18%	0.18%
	FFIN	C	0.11%	0.09%	0.09%
	FIVE	F	0.55%	0.15%	0.15%
	FIX	D	0.83%	0.28%	0.28%
	FLS	D	0.21%	0.16%	0.16%
	FND	F	0.89%	0.28%	0.28%
	FR	C	0.21%	0.15%	0.15%
	GDDY	A	1.41%	0.49%	0.49%
	GGG	D	0.98%	0.33%	0.33%
	GLPI	C	0.37%	0.29%	0.29%
	GNTX	D	0.37%	0.19%	0.19%
	GTLS	F	0.47%	0.15%	0.15%
	GXO	D	0.27%	0.14%	0.14%
	H	B	0.47%	0.17%	0.17%
	HALO	A	0.42%	0.16%	0.16%
	HQY	A	0.26%	0.18%	0.18%
	HRB	A	0.5%	0.18%	0.18%
	HXL	D	0.2%	0.13%	0.13%
	IBKR	A	0.57%	0.32%	0.32%
	IDA	D	0.14%	0.11%	0.11%
	INGR	D	0.2%	0.18%	0.18%
	IPGP	F	0.08%	0.06%	0.06%
	IRDM	F	0.13%	0.08%	0.08%
	ITT	D	0.78%	0.26%	0.26%
	JAZZ	F	0.2%	0.17%	0.17%
	KBR	D	0.29%	0.21%	0.21%
	KNSL	C	0.6%	0.21%	0.21%
	LAMR	A	0.43%	0.25%	0.25%
	LANC	C	0.13%	0.09%	0.09%
	LECO	F	0.8%	0.26%	0.26%
	LFUS	C	0.32%	0.16%	0.16%
	LII	B	1.15%	0.42%	0.42%
	LNTH	B	0.4%	0.14%	0.14%
	LNW	B	0.62%	0.23%	0.23%
	LSCC	F	0.73%	0.19%	0.19%
	LSTR	B	0.32%	0.16%	0.16%
	MANH	B	0.97%	0.36%	0.36%
	MASI	D	0.25%	0.14%	0.14%
	MAT	F	0.2%	0.14%	0.14%
	MEDP	B	0.64%	0.24%	0.24%
	MIDD	F	0.25%	0.16%	0.16%
	MKSI	B	0.28%	0.2%	0.2%
	MMS	C	0.27%	0.13%	0.13%
	MORN	B	0.54%	0.19%	0.19%
	MP	F	0.07%	0.04%	0.04%
	MSA	B	0.48%	0.17%	0.17%
	MTDR	D	0.5%	0.17%	0.17%
	MTG	B	0.16%	0.14%	0.14%
	MTN	F	0.34%	0.16%	0.16%
	MUR	D	0.19%	0.15%	0.15%
	MUSA	B	0.6%	0.22%	0.22%
	NBIX	C	0.96%	0.33%	0.33%
	NNN	B	0.2%	0.19%	0.19%
	NOVT	C	0.24%	0.14%	0.14%
	NVT	D	0.97%	0.32%	0.32%
	NYT	A	0.6%	0.2%	0.2%
	OC	C	1.15%	0.37%	0.37%
	OHI	A	0.23%	0.2%	0.2%
	OLED	A	0.55%	0.22%	0.22%
	OLLI	A	0.36%	0.15%	0.15%
	OLN	F	0.19%	0.14%	0.14%
	ONTO	B	0.76%	0.26%	0.26%
	OPCH	F	0.21%	0.12%	0.12%
	OVV	C	0.93%	0.28%	0.28%
	OZK	D	0.16%	0.1%	0.1%
	PCTY	F	0.44%	0.14%	0.14%
	PEN	F	0.52%	0.16%	0.16%
	PLNT	B	0.39%	0.16%	0.16%
	PNFP	C	0.18%	0.14%	0.14%
	POWI	F	0.15%	0.1%	0.1%
	PRI	B	0.57%	0.2%	0.2%
	PSTG	B	1.28%	0.47%	0.47%
	QLYS	D	0.37%	0.13%	0.13%
	RBC	C	0.61%	0.19%	0.19%
	REXR	C	0.27%	0.24%	0.24%
	RGEN	F	0.55%	0.16%	0.16%
	RGLD	C	0.31%	0.2%	0.2%
	RH	D	0.13%	0.08%	0.08%
	RLI	D	0.27%	0.14%	0.14%
	RMBS	C	0.43%	0.14%	0.14%
	RNR	C	0.47%	0.3%	0.3%
	RPM	D	0.56%	0.34%	0.34%
	RRC	D	0.64%	0.2%	0.2%
	RS	D	1.24%	0.39%	0.39%
	RYN	D	0.11%	0.1%	0.1%
	SAIA	B	0.78%	0.3%	0.3%
	SAIC	D	0.18%	0.15%	0.15%
	SAM	C	0.1%	0.07%	0.07%
	SCI	C	0.39%	0.26%	0.26%
	SEIC	D	0.24%	0.16%	0.16%
	SHC	C	0.1%	0.04%	0.04%
	SIGI	D	0.23%	0.14%	0.14%
	SKX	C	0.68%	0.24%	0.24%
	SLAB	F	0.29%	0.09%	0.09%
	SRPT	B	0.69%	0.37%	0.37%
	SSD	F	0.51%	0.17%	0.17%
	STAG	B	0.23%	0.16%	0.16%
	SWN	D	0.59%	0.18%	0.18%
	TKR	D	0.16%	0.13%	0.13%
	TOL	D	0.91%	0.3%	0.3%
	TPX	D	0.63%	0.2%	0.2%
	TREX	F	0.67%	0.2%	0.2%
	TTC	B	0.29%	0.23%	0.23%
	TTEK	C	0.8%	0.28%	0.28%
	TXRH	B	0.82%	0.28%	0.28%
	UFPI	D	0.53%	0.17%	0.17%
	UTHR	A	0.42%	0.35%	0.35%
	VAL	C	0.35%	0.11%	0.11%
	VOYA	D	0.22%	0.18%	0.18%
	VVV	B	0.38%	0.13%	0.13%
	WEN	F	0.11%	0.07%	0.07%
	WEX	D	0.57%	0.18%	0.18%
	WFRD	C	0.62%	0.22%	0.22%
	WH	C	0.28%	0.14%	0.14%
	WING	A	0.78%	0.3%	0.3%
	WLK	D	0.37%	0.12%	0.12%
	WMS	D	0.85%	0.27%	0.27%
	WOLF	F	0.11%	0.07%	0.07%
	WSM	C	1.35%	0.46%	0.46%
	WSO	C	1.06%	0.37%	0.37%
	WTRG	D	0.33%	0.23%	0.23%
	WWD	C	0.8%	0.27%	0.27%
	XPO	C	0.42%	0.3%	0.3%
	YETI	D	0.16%	0.08%	0.08%
	ZI	F	0.09%	0.09%	0.09%

IVOG Overweight 52 Positions Relative to SCHM

	Symbol	Grade	Weight
	SWAV	A	0.88%
	PR	C	0.6%
	HLI	A	0.5%
	DUOL	D	0.49%
	VNT	D	0.44%
	ESAB	D	0.42%
	WTS	D	0.39%
	EVR	A	0.35%
	BCO	B	0.33%
	APPF	B	0.33%
	LOPE	C	0.3%
	CNX	D	0.29%
	BRBR	C	0.29%
	DTM	A	0.29%
	CBT	D	0.27%
	LPX	D	0.27%
	NEU	D	0.26%
	MTSI	B	0.25%
	CRUS	A	0.25%
	SFM	A	0.24%
	PK	C	0.24%
	TDC	D	0.23%
	KEX	B	0.22%
	CVLT	A	0.2%
	KNF	D	0.2%
	ARWR	C	0.2%
	KBH	C	0.19%
	EXPO	B	0.18%
	ETRN	D	0.18%
	HAE	D	0.18%
	CYTK	D	0.17%
	TNL	C	0.16%
	TEX	D	0.16%
	PGNY	D	0.16%
	BLKB	C	0.15%
	HWC	C	0.15%
	MSM	F	0.15%
	SLM	C	0.14%
	EPR	C	0.14%
	AZTA	D	0.13%
	GATX	C	0.13%
	HGV	D	0.13%
	ENS	B	0.13%
	NSP	F	0.12%
	DOCS	B	0.12%
	SYNA	F	0.11%
	NSA	B	0.1%
	VC	F	0.1%
	LIVN	C	0.09%
	AMED	A	0.09%
	IBOC	C	0.09%
	SMG	D	0.08%

IVOG Underweight 292 Positions Relative to SCHM

	Symbol	Grade	Weight
	DELL	B	-0.92%
	VRT	D	-0.77%
	VST	C	-0.72%
	PINS	B	-0.66%
	NTAP	A	-0.65%
	DECK	B	-0.61%
	WDC	B	-0.61%
	PTC	C	-0.52%
	TYL	A	-0.51%
	AXON	D	-0.51%
	ENTG	B	-0.5%
	HUBB	D	-0.5%
	BAH	C	-0.5%
	LDOS	B	-0.49%
	AVY	C	-0.45%
	STLD	C	-0.45%
	CBOE	D	-0.44%
	DKNG	F	-0.44%
	EQT	D	-0.42%
	NRG	C	-0.42%
	EG	B	-0.41%
	PKG	B	-0.41%
	BMRN	C	-0.4%
	IP	B	-0.4%
	MRO	B	-0.4%
	WRB	B	-0.4%
	TXT	D	-0.4%
	FDS	D	-0.39%
	BG	B	-0.37%
	IEX	D	-0.37%
	APP	B	-0.36%
	OKTA	C	-0.35%
	RBA	B	-0.35%
	MAS	D	-0.35%
	JBL	F	-0.34%
	L	D	-0.34%
	NWSA	B	-0.34%
	SNA	F	-0.34%
	TPL	B	-0.34%
	AES	D	-0.33%
	DOC	B	-0.33%
	CE	F	-0.33%
	RGA	B	-0.33%
	KEY	C	-0.32%
	NI	B	-0.32%
	LNT	B	-0.32%
	WRK	D	-0.32%
	NTNX	C	-0.32%
	THC	B	-0.32%
	KIM	B	-0.31%
	USFD	C	-0.31%
	FNF	D	-0.31%
	HST	D	-0.31%
	NTRA	B	-0.31%
	TW	D	-0.3%
	WPC	D	-0.3%
	JKHY	C	-0.3%
	VTRS	D	-0.3%
	LW	F	-0.3%
	PNR	D	-0.3%
	UDR	B	-0.3%
	NDSN	D	-0.3%
	HOOD	B	-0.29%
	CPT	A	-0.29%
	BSY	D	-0.29%
	BJ	B	-0.29%
	POOL	F	-0.29%
	GWRE	A	-0.28%
	SJM	D	-0.28%
	TECH	D	-0.28%
	EMN	D	-0.28%
	JNPR	A	-0.28%
	ALLY	B	-0.27%
	PFGC	D	-0.27%
	IPG	F	-0.27%
	LKQ	F	-0.27%
	QRVO	B	-0.27%
	FTI	C	-0.27%
	UHS	B	-0.27%
	APA	D	-0.26%
	CHRW	B	-0.26%
	MGM	B	-0.26%
	DOCU	C	-0.26%
	CRL	F	-0.26%
	AOS	D	-0.25%
	REG	B	-0.25%
	ALLE	D	-0.25%
	CTLT	B	-0.25%
	TOST	B	-0.25%
	TPR	B	-0.24%
	JLL	B	-0.24%
	Z	C	-0.24%
	AR	D	-0.24%
	HII	D	-0.24%
	FFIV	C	-0.24%
	TAP	F	-0.23%
	CHK	D	-0.23%
	TFX	C	-0.23%
	TWLO	D	-0.23%
	COHR	B	-0.23%
	ELAN	D	-0.22%
	ARMK	B	-0.22%
	BXP	B	-0.22%
	ESTC	B	-0.22%
	UNM	C	-0.22%
	SNX	D	-0.22%
	BBWI	F	-0.22%
	RRX	F	-0.22%
	APG	C	-0.22%
	HSIC	D	-0.21%
	PNW	C	-0.21%
	AIZ	D	-0.21%
	CPB	B	-0.21%
	ACI	F	-0.2%
	MTCH	F	-0.2%
	DINO	D	-0.2%
	FHN	C	-0.2%
	AFG	D	-0.2%
	CZR	C	-0.2%
	SF	A	-0.2%
	GNRC	D	-0.2%
	GPK	D	-0.2%
	WYNN	D	-0.2%
	EXAS	F	-0.19%
	ORI	D	-0.19%
	KNX	C	-0.19%
	HAS	D	-0.19%
	JEF	A	-0.19%
	DAY	F	-0.19%
	NCLH	B	-0.19%
	X	C	-0.19%
	OWL	C	-0.19%
	AA	C	-0.18%
	AAL	F	-0.18%
	WSC	F	-0.18%
	MKTX	F	-0.18%
	DVA	C	-0.18%
	FRT	C	-0.18%
	NOV	C	-0.18%
	BWA	F	-0.18%
	LAD	D	-0.17%
	IVZ	D	-0.17%
	CRBG	B	-0.17%
	SOFI	F	-0.17%
	COLD	C	-0.17%
	ENSG	B	-0.17%
	SPSC	C	-0.17%
	IONS	B	-0.17%
	ATI	D	-0.17%
	CLF	D	-0.17%
	OSK	D	-0.17%
	BERY	D	-0.17%
	ROKU	D	-0.17%
	ETSY	F	-0.17%
	WCC	D	-0.17%
	GL	C	-0.17%
	FMC	D	-0.17%
	OGE	D	-0.17%
	SOLV	F	-0.17%
	AGNC	B	-0.17%
	RL	C	-0.17%
	ITCI	C	-0.17%
	WBS	C	-0.17%
	PVH	F	-0.16%
	CMA	C	-0.16%
	LEA	F	-0.16%
	ARW	D	-0.16%
	WAL	C	-0.16%
	CFLT	C	-0.16%
	RHI	F	-0.16%
	MTZ	C	-0.16%
	GME	C	-0.16%
	MTH	D	-0.15%
	UHAL	D	-0.15%
	ESNT	B	-0.15%
	BFAM	C	-0.15%
	AGCO	F	-0.15%
	ADC	B	-0.15%
	ZION	C	-0.15%
	CMC	C	-0.15%
	BPOP	C	-0.15%
	SNV	A	-0.14%
	FAF	D	-0.14%
	SSB	D	-0.14%
	ST	D	-0.14%
	FYBR	B	-0.14%
	MHK	D	-0.14%
	PB	C	-0.14%
	AIRC	A	-0.14%
	SITE	F	-0.14%
	BIO	F	-0.14%
	PCOR	D	-0.14%
	STWD	D	-0.14%
	OMF	D	-0.14%
	DAR	D	-0.14%
	SMAR	B	-0.14%
	SON	F	-0.13%
	PARA	D	-0.13%
	MDU	C	-0.13%
	ALK	D	-0.13%
	XRAY	F	-0.13%
	POST	C	-0.13%
	SEE	F	-0.13%
	G	D	-0.13%
	GPS	B	-0.13%
	SRCL	A	-0.13%
	OGN	C	-0.13%
	LNC	B	-0.13%
	AXS	B	-0.13%
	VMI	B	-0.13%
	PBF	D	-0.12%
	THO	D	-0.12%
	CRSP	D	-0.12%
	WHR	C	-0.12%
	UGI	D	-0.12%
	ASH	D	-0.12%
	LYFT	D	-0.12%
	W	F	-0.12%
	ATKR	F	-0.12%
	PATH	D	-0.12%
	NXST	C	-0.12%
	AL	D	-0.12%
	EDR	A	-0.12%
	NFG	D	-0.12%
	AMG	D	-0.12%
	FLO	D	-0.11%
	JHG	B	-0.11%
	POR	C	-0.11%
	THG	C	-0.11%
	ACLS	B	-0.11%
	BILL	F	-0.11%
	VFC	D	-0.11%
	ASGN	D	-0.1%
	GBCI	C	-0.1%
	HOG	F	-0.1%
	AMKR	B	-0.1%
	VNO	B	-0.1%
	ALKS	C	-0.1%
	PII	F	-0.1%
	INSP	F	-0.1%
	WU	D	-0.1%
	ZWS	D	-0.1%
	APLS	F	-0.1%
	PRGO	D	-0.09%
	GH	B	-0.09%
	RIG	F	-0.09%
	HUN	F	-0.09%
	BKH	C	-0.09%
	AAP	F	-0.09%
	AN	C	-0.09%
	BXMT	D	-0.08%
	TNET	F	-0.08%
	IAC	F	-0.08%
	DXC	C	-0.08%
	PSN	B	-0.08%
	KRC	D	-0.08%
	MAN	D	-0.08%
	DV	D	-0.07%
	CNXC	C	-0.07%
	NVST	F	-0.07%
	VAC	F	-0.07%
	MPW	F	-0.07%
	VLY	D	-0.07%
	PAG	D	-0.07%
	FIVN	D	-0.07%
	CACC	C	-0.07%
	NYCB	F	-0.06%
	BOKF	C	-0.06%
	NWL	F	-0.06%
	CLVT	F	-0.06%
	RCM	B	-0.06%
	AGL	D	-0.05%
	TXG	F	-0.05%
	ADTN	D	-0.05%
	DNB	D	-0.05%
	LEG	F	-0.04%
	SEDG	F	-0.04%
	PPC	A	-0.04%
	CABO	F	-0.04%
	PLUG	F	-0.04%
	REYN	D	-0.04%
	TDOC	F	-0.04%
	JOBY	F	-0.04%
	CNA	A	-0.03%
	INFA	B	-0.03%
	NFE	F	-0.03%
	TFSL	C	-0.02%
	FG	D	-0.02%
	SEB	D	-0.02%
	HTZ	F	-0.01%
	UHAL	D	-0.01%
	UI	B	-0.01%

IVOG: Top Represented Industries & Keywords

Industries: Software - Application Biotechnology Diversified Industrials Oil & Gas E&P Banks - Regional - US Building Materials Business Services Semiconductors REIT - Industrial Specialty Chemicals Engineering & Construction Medical Care Specialty Retail Tools & Accessories Diagnostics & Research Lodging Scientific & Technical Instruments Semiconductor Equipment & Materials Aerospace & Defense Asset Management

Keywords: Electronics Mining Aerospace Chemical Construction Banking Natural Gas Real Estate Investment Trust Building Materials Insurance Semiconductor Computing IBD 50 Medicine Oil And Gas Bank Beverage Biotechnology Telecommunications Applied Sciences

SCHM: Top Represented Industries & Keywords

Industries: Banks - Regional - US Software - Application Diversified Industrials Biotechnology Oil & Gas E&P Business Services Packaging & Containers Software - Infrastructure Specialty Retail Asset Management Diagnostics & Research Insurance - Property & Casualty Packaged Foods Building Materials Engineering & Construction Medical Care Semiconductors Aerospace & Defense Information Technology Services Leisure

Keywords: S&P 500 Insurance Natural Gas Banking Real Estate Investment Trust Bank Chemical Mining Computing Electronics Aerospace Beverage Telecommunications Biotechnology Construction Insurance Products Medicine Semiconductor Electricity Plastic