SCHM vs. ACWV ETF Comparison

Comparison of Schwab U.S. Mid Cap ETF (SCHM) to iShares MSCI All Country World Minimum Volatility Index Fund (ACWV)

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

$83.03

Average Daily Volume

293,373

Number of Holdings ^*

478

* may have additional holdings in another (foreign) market

ACWV

iShares MSCI All Country World Minimum Volatility Index Fund

ACWV Description

The investment seeks to track the investment results of an index composed of developed and emerging market equities that, in the aggregate, have lower volatility characteristics relative to the broader developed and emerging equity markets. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. It seeks to track the underlying index, which has been developed by MSCI Inc. ("MSCI") to measure the combined performance of equity securities in both emerging and developed markets that in aggregate have lower volatility. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$114.16

Average Daily Volume

157,232

Number of Holdings ^*

138

* may have additional holdings in another (foreign) market

Performance

Period	SCHM	ACWV
30 Days	4.96%	0.72%
60 Days	10.44%	7.43%
90 Days	8.12%	8.44%
12 Months	27.68%	23.90%

19 Overlapping Holdings

Symbol	Grade	Weight in SCHM	Weight in ACWV	Overlap
ACI	F	0.17%	0.05%	0.05%
AIZ	B	0.23%	0.11%	0.11%
BAH	C	0.47%	0.38%	0.38%
BMRN	F	0.3%	0.2%	0.2%
CHRW	C	0.29%	0.06%	0.06%
CPB	D	0.22%	0.24%	0.22%
DINO	F	0.17%	0.06%	0.06%
EG	A	0.39%	0.1%	0.1%
FFIV	B	0.29%	0.32%	0.29%
HSIC	D	0.21%	0.06%	0.06%
INCY	B	0.24%	0.32%	0.24%
JKHY	A	0.29%	0.2%	0.2%
JNPR	C	0.29%	0.32%	0.29%
KNX	D	0.2%	0.05%	0.05%
L	C	0.33%	0.38%	0.33%
NBIX	F	0.26%	0.29%	0.26%
SJM	D	0.29%	0.29%	0.29%
TPL	A	0.38%	0.07%	0.07%
UTHR	C	0.36%	0.37%	0.36%

SCHM Overweight 459 Positions Relative to ACWV

Symbol	Grade	Weight
EQT	C	0.49%
CSL	A	0.46%
WSM	C	0.45%
EME	B	0.45%
DKNG	C	0.44%
PINS	D	0.44%
NRG	A	0.43%
UAL	A	0.43%
PKG	B	0.43%
STLD	C	0.41%
MAS	C	0.41%
AVY	D	0.4%
MANH	A	0.39%
WSO	C	0.39%
ENTG	D	0.39%
FDS	C	0.39%
BURL	C	0.38%
HOOD	B	0.38%
IP	C	0.38%
PODD	C	0.37%
IEX	D	0.37%
TXT	F	0.37%
DT	B	0.36%
RPM	A	0.36%
FNF	C	0.36%
DOC	C	0.36%
RS	D	0.36%
TOL	C	0.36%
PNR	C	0.36%
KEY	B	0.35%
NI	A	0.35%
KIM	C	0.35%
NTRA	A	0.35%
LNT	B	0.35%
THC	D	0.35%
IBKR	A	0.34%
TRMB	B	0.34%
OC	C	0.34%
SNA	C	0.34%
CE	D	0.34%
NTNX	C	0.33%
GWRE	A	0.33%
USFD	C	0.33%
RBA	D	0.33%
GGG	C	0.33%
MRO	B	0.33%
RNR	A	0.32%
TW	A	0.32%
RGA	B	0.32%
NDSN	C	0.32%
POOL	D	0.32%
EVRG	C	0.32%
AES	C	0.32%
UDR	C	0.31%
UHS	D	0.31%
WPC	C	0.31%
COHR	B	0.31%
VTRS	D	0.31%
ACM	A	0.31%
CASY	D	0.31%
BG	F	0.31%
FIX	A	0.31%
JBL	C	0.31%
GLPI	C	0.31%
EMN	C	0.3%
NWSA	D	0.3%
FND	C	0.3%
ELS	D	0.3%
CPT	C	0.3%
Z	C	0.3%
FLEX	B	0.3%
EQH	B	0.3%
DOCU	A	0.29%
JLL	C	0.29%
PCVX	C	0.29%
HST	D	0.29%
XPO	F	0.29%
PFGC	A	0.28%
EXAS	C	0.28%
ITT	C	0.28%
BLD	D	0.28%
TECH	D	0.28%
TTEK	A	0.28%
INSM	D	0.28%
CW	A	0.28%
ALLE	A	0.28%
BXP	B	0.27%
NVT	C	0.27%
IPG	D	0.27%
SRPT	F	0.27%
OKTA	F	0.27%
CUBE	C	0.27%
WING	C	0.27%
AMH	D	0.27%
KMX	F	0.27%
CLH	B	0.27%
DKS	D	0.27%
EWBC	B	0.26%
ALB	D	0.26%
CCK	C	0.26%
WMS	D	0.26%
EPAM	F	0.26%
TOST	B	0.26%
SCI	D	0.26%
SNAP	D	0.26%
SAIA	D	0.26%
TFX	C	0.26%
TXRH	A	0.26%
REG	C	0.26%
LAMR	C	0.26%
AOS	C	0.25%
BJ	B	0.25%
CTLT	A	0.25%
RPRX	D	0.25%
FTI	B	0.25%
LECO	D	0.25%
TPR	B	0.25%
REXR	D	0.25%
RRX	B	0.25%
CACI	A	0.25%
DUOL	B	0.24%
OHI	C	0.24%
ATR	A	0.24%
LKQ	F	0.24%
ONTO	B	0.24%
SFM	A	0.24%
CNH	C	0.23%
TAP	D	0.23%
LBRDK	C	0.23%
PNW	C	0.23%
UNM	A	0.23%
ARMK	C	0.23%
OVV	D	0.23%
AA	B	0.23%
WWD	C	0.23%
KNSL	B	0.23%
CRL	F	0.23%
HII	F	0.23%
TWLO	B	0.23%
TPX	C	0.22%
DAY	C	0.22%
ALLY	F	0.22%
SF	A	0.22%
LW	D	0.22%
MKTX	B	0.22%
EXP	C	0.22%
EHC	C	0.22%
WTRG	D	0.22%
IOT	C	0.22%
AFG	A	0.22%
MTCH	B	0.22%
QRVO	F	0.22%
CHDN	C	0.22%
AFRM	C	0.22%
JEF	A	0.22%
BWXT	A	0.22%
OWL	A	0.22%
APA	F	0.21%
SKX	B	0.21%
OLED	B	0.21%
SNX	C	0.21%
WYNN	B	0.21%
EGP	D	0.21%
MGM	D	0.21%
CG	B	0.21%
NCLH	C	0.21%
CHK	C	0.21%
GNRC	B	0.21%
MUSA	D	0.21%
RGLD	C	0.21%
WAL	C	0.21%
SOLV	C	0.21%
GL	C	0.21%
HAS	A	0.21%
ROKU	C	0.21%
FN	B	0.2%
RBC	C	0.2%
GME	D	0.2%
CNM	F	0.2%
NNN	C	0.2%
GPK	D	0.2%
CIEN	A	0.2%
DCI	B	0.2%
HRB	C	0.2%
PRI	A	0.2%
INGR	B	0.2%
TTC	F	0.2%
CZR	B	0.2%
CHE	D	0.2%
NYT	C	0.2%
EVR	C	0.2%
LNW	F	0.19%
FLR	B	0.19%
OGE	C	0.19%
AGNC	B	0.19%
ATI	C	0.19%
FMC	C	0.19%
BRX	C	0.19%
TKO	A	0.19%
AYI	A	0.19%
FHN	D	0.19%
MHK	C	0.19%
RIVN	F	0.19%
BWA	C	0.19%
HLI	A	0.19%
AR	C	0.19%
ALSN	A	0.19%
ORI	A	0.19%
MEDP	F	0.19%
SOFI	C	0.19%
KBR	A	0.19%
AIT	B	0.19%
MORN	B	0.19%
CROX	C	0.19%
PR	D	0.19%
LAD	C	0.19%
WEX	C	0.19%
FRT	D	0.19%
MOS	F	0.19%
BRKR	D	0.18%
BSY	D	0.18%
RL	B	0.18%
CMA	C	0.18%
SWN	D	0.18%
BERY	C	0.18%
FYBR	C	0.18%
BRBR	A	0.18%
CRS	B	0.18%
IVZ	A	0.18%
WBS	D	0.18%
FCN	C	0.18%
X	F	0.18%
GMED	B	0.18%
UFPI	C	0.18%
UHAL	C	0.18%
BFAM	C	0.18%
SSD	B	0.18%
CHRD	F	0.18%
APG	F	0.18%
PAYC	D	0.18%
ENSG	D	0.18%
AXTA	C	0.18%
MLI	B	0.18%
SSB	C	0.17%
TMHC	C	0.17%
LSCC	D	0.17%
TREX	D	0.17%
ANF	D	0.17%
PNFP	B	0.17%
MTH	C	0.17%
EXEL	B	0.17%
FR	D	0.17%
MKSI	F	0.17%
RRC	D	0.17%
PEN	D	0.17%
LNTH	C	0.17%
COLD	D	0.17%
ADC	C	0.17%
DVA	C	0.17%
DTM	A	0.17%
MTZ	A	0.17%
AAL	D	0.17%
RGEN	F	0.17%
MIDD	D	0.17%
COKE	C	0.17%
CR	A	0.17%
SMAR	A	0.17%
WCC	D	0.17%
VOYA	A	0.17%
ZION	D	0.16%
JXN	A	0.16%
RHI	D	0.16%
CGNX	F	0.16%
S	C	0.16%
RVMD	B	0.16%
HQY	B	0.16%
MSA	F	0.16%
ALV	F	0.16%
PCTY	C	0.16%
CRBG	B	0.16%
CBSH	D	0.16%
GKOS	B	0.16%
SAIC	A	0.16%
ELAN	D	0.16%
WTFC	B	0.16%
ARW	C	0.16%
H	B	0.16%
CFR	B	0.16%
SPSC	D	0.16%
BPOP	D	0.16%
GNTX	D	0.16%
STAG	D	0.16%
AAON	A	0.16%
ITCI	D	0.16%
HALO	D	0.16%
BBWI	F	0.16%
KEX	C	0.16%
WSC	D	0.16%
BEN	F	0.15%
MTSI	B	0.15%
VNO	B	0.15%
VFC	A	0.15%
MAT	B	0.15%
CRUS	D	0.15%
WBA	F	0.15%
OSK	F	0.15%
TRNO	D	0.15%
U	D	0.15%
LFUS	C	0.15%
ETSY	F	0.15%
MTG	A	0.15%
FRPT	A	0.15%
PCOR	D	0.15%
STWD	C	0.15%
ESTC	F	0.15%
PARA	F	0.15%
LSTR	F	0.15%
CVLT	B	0.15%
LPX	C	0.15%
PB	D	0.15%
FLS	A	0.15%
RYAN	A	0.15%
FAF	C	0.15%
ESNT	A	0.15%
MTN	D	0.15%
PLNT	B	0.15%
SITE	D	0.15%
SEIC	B	0.15%
JAZZ	F	0.15%
NSIT	B	0.14%
CLF	D	0.14%
IONS	F	0.14%
DBX	C	0.14%
DAR	F	0.14%
INSP	C	0.14%
AXS	A	0.14%
AGCO	D	0.14%
EXLS	B	0.14%
CYTK	D	0.14%
KBH	D	0.14%
WFRD	F	0.14%
GXO	D	0.14%
NOV	F	0.14%
SNV	D	0.14%
CMC	D	0.14%
NOVT	C	0.14%
LEA	F	0.14%
ELF	F	0.14%
G	A	0.14%
BIO	B	0.14%
WH	C	0.14%
RLI	A	0.14%
NFG	A	0.13%
W	C	0.13%
SIGI	D	0.13%
MMS	C	0.13%
ST	F	0.13%
MDU	C	0.13%
BC	C	0.13%
PVH	D	0.13%
OMF	D	0.13%
SRCL	B	0.13%
ALK	C	0.13%
PATH	D	0.13%
MTDR	D	0.13%
OLN	D	0.13%
CHX	C	0.13%
VMI	B	0.13%
THO	C	0.13%
ACHC	F	0.13%
MASI	B	0.13%
WHR	C	0.13%
OLLI	C	0.13%
FIVE	D	0.12%
ZWS	A	0.12%
GBCI	B	0.12%
BILL	D	0.12%
AMG	B	0.12%
GTLS	D	0.12%
THG	A	0.12%
SON	D	0.12%
SEE	C	0.12%
LNC	B	0.12%
UGI	C	0.12%
OPCH	F	0.12%
VVV	D	0.12%
TKR	B	0.12%
EDR	A	0.12%
XRAY	D	0.12%
POST	C	0.12%
IDA	D	0.12%
LYFT	D	0.11%
HOG	D	0.11%
FFIN	D	0.11%
GAP	F	0.11%
AL	D	0.11%
MUR	F	0.11%
AN	D	0.11%
QLYS	F	0.11%
PSN	A	0.11%
JHG	A	0.11%
CFLT	F	0.11%
OGN	F	0.11%
POR	D	0.11%
WLK	C	0.11%
NXST	D	0.11%
AM	A	0.11%
HXL	F	0.11%
RH	C	0.11%
CELH	F	0.11%
EEFT	F	0.1%
BKH	C	0.1%
ASH	F	0.1%
RYN	C	0.1%
OZK	D	0.1%
PII	D	0.1%
BYD	B	0.1%
DLB	D	0.1%
ALKS	B	0.1%
RMBS	F	0.1%
FLO	D	0.1%
SUM	F	0.1%
CIVI	F	0.1%
ALGM	F	0.09%
IAC	C	0.09%
CRSP	F	0.09%
WU	D	0.09%
KRC	C	0.09%
ASGN	D	0.09%
RIG	F	0.08%
LANC	F	0.08%
COTY	F	0.08%
AMKR	F	0.08%
DNB	D	0.08%
VAL	F	0.08%
VLY	C	0.08%
SMMT	D	0.07%
TNET	D	0.07%
CHH	A	0.07%
PAG	D	0.07%
APLS	F	0.07%
PBF	F	0.07%
LCID	F	0.07%
CLVT	D	0.07%
AGR	C	0.06%
SHC	C	0.06%
COLM	B	0.06%
CACC	F	0.06%
RCM	B	0.05%
ADTN	C	0.05%
BOKF	B	0.05%
CNXC	F	0.05%
INFA	D	0.04%
REYN	D	0.04%
PPC	C	0.04%
FG	B	0.02%
UI	B	0.02%
DJT	F	0.02%
CNA	D	0.02%

SCHM Underweight 119 Positions Relative to ACWV

Symbol	Grade	Weight
TMUS	A	-1.72%
WMT	A	-1.69%
MSI	A	-1.66%
CSCO	A	-1.41%
WM	B	-1.36%
ROP	D	-1.3%
MRK	F	-1.2%
RSG	D	-1.11%
MCK	F	-1.11%
JNJ	D	-1.09%
PEP	F	-1.09%
VRTX	D	-1.06%
MCD	A	-1.02%
COR	F	-0.95%
ED	C	-0.9%
MMC	D	-0.88%
CB	A	-0.87%
BRK.A	B	-0.87%
DUK	C	-0.83%
PG	D	-0.83%
SO	A	-0.82%
PGR	B	-0.81%
VZ	C	-0.81%
UNH	B	-0.8%
REGN	D	-0.8%
NOC	B	-0.79%
KR	C	-0.78%
AZO	D	-0.77%
IBM	A	-0.76%
MSFT	D	-0.75%
GIS	C	-0.69%
WEC	B	-0.66%
ACGL	A	-0.64%
LLY	D	-0.57%
ORLY	A	-0.56%
K	B	-0.55%
ABBV	C	-0.55%
CBOE	B	-0.54%
EA	D	-0.54%
GDDY	B	-0.53%
ELV	F	-0.53%
V	B	-0.52%
APH	D	-0.48%
ORCL	A	-0.48%
HSY	D	-0.47%
CHD	D	-0.44%
GILD	A	-0.42%
KEYS	B	-0.41%
FI	A	-0.4%
CL	D	-0.39%
MKL	B	-0.39%
KDP	C	-0.39%
WRB	C	-0.38%
CHT	C	-0.38%
AMGN	D	-0.37%
WCN	D	-0.37%
KHC	F	-0.36%
VRSN	C	-0.36%
HUM	F	-0.35%
TJX	D	-0.35%
ERIE	A	-0.34%
AON	A	-0.32%
KMB	D	-0.32%
AJG	C	-0.31%
AKAM	D	-0.3%
TSN	D	-0.29%
TRV	B	-0.28%
GEN	A	-0.27%
BRO	A	-0.27%
MDLZ	D	-0.27%
ACN	B	-0.25%
LMT	A	-0.25%
CF	A	-0.25%
T	B	-0.25%
CI	D	-0.25%
YUM	C	-0.24%
HRL	F	-0.24%
BDX	C	-0.23%
CME	A	-0.22%
ROL	C	-0.21%
BMY	A	-0.21%
CTSH	B	-0.2%
FWONK	D	-0.2%
PTC	B	-0.2%
DPZ	D	-0.19%
GD	C	-0.19%
FCNCA	D	-0.19%
CMS	A	-0.17%
ULTA	D	-0.17%
MA	A	-0.17%
CAH	B	-0.16%
DGX	D	-0.15%
MPC	D	-0.15%
LNG	A	-0.13%
MOH	F	-0.13%
NEM	C	-0.12%
CTVA	A	-0.12%
WIT	C	-0.11%
MNST	D	-0.11%
PCG	C	-0.1%
XOM	A	-0.1%
TDY	A	-0.1%
ABT	C	-0.1%
FICO	C	-0.1%
AZPN	A	-0.1%
AEE	A	-0.1%
XEL	C	-0.1%
WDAY	D	-0.09%
WTW	C	-0.09%
IT	A	-0.07%
AEP	C	-0.07%
ANET	A	-0.06%
KO	C	-0.06%
TRGP	A	-0.06%
FANG	D	-0.06%
HOLX	D	-0.05%
GPC	D	-0.05%
CAG	D	-0.05%
HKD	C	-0.0%