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      SCHM vs. IMCG ETF Comparison

      Comparison of Schwab U.S. Mid Cap ETF (SCHM) to iShares Morningstar Mid-Cap Growth ETF (IMCG)
      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

      $77.83

      Average Daily Volume

      278,979

      Number of Holdings *

      479

      * may have additional holdings in another (foreign) market
      IMCG

      iShares Morningstar Mid-Cap Growth ETF

      IMCG Description The investment seeks to track the investment results of the Morningstar® US Mid Cap Broad Growth IndexSM composed of mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by mid-capitalization companies that have exhibited above-average "growth" characteristics as determined by Morningstar, Inc.'s ("Morningstar" or the "index provider") proprietary index methodology.

      Grade (RS Rating)

      Last Trade

      $67.75

      Average Daily Volume

      110,219

      Number of Holdings *

      299

      * may have additional holdings in another (foreign) market
      Performance
      Period SCHM IMCG
      30 Days -0.22% 0.34%
      60 Days 0.25% 0.07%
      90 Days -4.10% -4.15%
      12 Months 12.13% 12.92%
      113 Overlapping Holdings
      Symbol Grade Weight in SCHM Weight in IMCG Overlap
      ACM D 0.3% 0.15% 0.15%
      AFG D 0.2% 0.07% 0.07%
      ALLE C 0.25% 0.12% 0.12%
      AMH A 0.29% 0.23% 0.23%
      AOS D 0.25% 0.14% 0.14%
      APP B 0.36% 0.34% 0.34%
      AVY C 0.45% 0.18% 0.18%
      AXON C 0.51% 0.42% 0.42%
      BAH B 0.5% 0.3% 0.3%
      BJ B 0.29% 0.09% 0.09%
      BLD D 0.29% 0.14% 0.14%
      BMRN C 0.4% 0.31% 0.31%
      BRKR F 0.15% 0.12% 0.12%
      BSY D 0.29% 0.13% 0.13%
      BURL B 0.38% 0.3% 0.3%
      CASY B 0.35% 0.2% 0.2%
      CCK F 0.23% 0.07% 0.07%
      CE F 0.33% 0.16% 0.16%
      CELH F 0.2% 0.18% 0.18%
      CHDN A 0.23% 0.19% 0.19%
      CLH B 0.28% 0.23% 0.23%
      CNM D 0.21% 0.17% 0.17%
      COTY D 0.09% 0.06% 0.06%
      CPT A 0.29% 0.1% 0.1%
      CRL F 0.26% 0.13% 0.13%
      CSL C 0.48% 0.39% 0.39%
      DAY F 0.19% 0.15% 0.15%
      DECK B 0.61% 0.51% 0.51%
      DELL C 0.92% 0.31% 0.31%
      DKNG D 0.44% 0.19% 0.19%
      DKS B 0.32% 0.11% 0.11%
      DOCU D 0.26% 0.21% 0.21%
      DT F 0.26% 0.24% 0.24%
      DVA C 0.18% 0.07% 0.07%
      ELS B 0.29% 0.14% 0.14%
      EME C 0.44% 0.34% 0.34%
      ENTG B 0.5% 0.24% 0.24%
      EQT D 0.42% 0.2% 0.2%
      ERIE C 0.22% 0.18% 0.18%
      EXAS F 0.19% 0.16% 0.16%
      FDS D 0.39% 0.31% 0.31%
      FFIV C 0.24% 0.08% 0.08%
      FIX D 0.28% 0.22% 0.22%
      FND F 0.28% 0.21% 0.21%
      GDDY B 0.49% 0.37% 0.37%
      GGG D 0.33% 0.26% 0.26%
      HII D 0.24% 0.12% 0.12%
      HOOD B 0.29% 0.23% 0.23%
      HUBB D 0.5% 0.39% 0.39%
      IBKR B 0.32% 0.26% 0.26%
      IEX D 0.37% 0.3% 0.3%
      JBL F 0.34% 0.14% 0.14%
      JKHY B 0.3% 0.24% 0.24%
      KIM B 0.31% 0.18% 0.18%
      LDOS B 0.49% 0.16% 0.16%
      LECO D 0.26% 0.21% 0.21%
      LII B 0.42% 0.34% 0.34%
      LW F 0.3% 0.24% 0.24%
      MANH B 0.36% 0.3% 0.3%
      MAS D 0.35% 0.12% 0.12%
      MEDP B 0.24% 0.21% 0.21%
      MGM B 0.26% 0.09% 0.09%
      MORN C 0.19% 0.15% 0.15%
      NBIX C 0.33% 0.27% 0.27%
      NDSN D 0.3% 0.23% 0.23%
      NRG C 0.42% 0.11% 0.11%
      NTAP A 0.65% 0.27% 0.27%
      NTNX D 0.32% 0.27% 0.27%
      NTRA B 0.31% 0.26% 0.26%
      NVT D 0.32% 0.25% 0.25%
      OKTA C 0.35% 0.29% 0.29%
      PCOR D 0.14% 0.11% 0.11%
      PFGC D 0.27% 0.21% 0.21%
      PINS B 0.66% 0.29% 0.29%
      PNR D 0.3% 0.18% 0.18%
      POOL F 0.29% 0.11% 0.11%
      PSTG B 0.47% 0.39% 0.39%
      PTC C 0.52% 0.43% 0.43%
      QRVO B 0.27% 0.12% 0.12%
      REG B 0.25% 0.08% 0.08%
      RPM D 0.34% 0.18% 0.18%
      RRX F 0.22% 0.1% 0.1%
      SAIA B 0.3% 0.24% 0.24%
      SCI B 0.26% 0.11% 0.11%
      SNA D 0.34% 0.09% 0.09%
      SRPT B 0.37% 0.28% 0.28%
      TECH D 0.28% 0.22% 0.22%
      TFX D 0.23% 0.07% 0.07%
      TOL D 0.3% 0.09% 0.09%
      TPL B 0.34% 0.28% 0.28%
      TTEK C 0.28% 0.22% 0.22%
      TW C 0.3% 0.24% 0.24%
      TWLO D 0.23% 0.19% 0.19%
      TXT D 0.4% 0.16% 0.16%
      TYL A 0.51% 0.41% 0.41%
      UDR B 0.3% 0.15% 0.15%
      UHAL D 0.15% 0.05% 0.05%
      UHAL D 0.01% 0.05% 0.01%
      UHAL D 0.15% 0.0% 0.0%
      UHAL D 0.01% 0.0% 0.0%
      UHS B 0.27% 0.1% 0.1%
      USFD B 0.31% 0.12% 0.12%
      VRT D 0.77% 0.62% 0.62%
      VST C 0.72% 0.35% 0.35%
      WING A 0.3% 0.25% 0.25%
      WLK D 0.12% 0.04% 0.04%
      WMS D 0.27% 0.22% 0.22%
      WRB C 0.4% 0.19% 0.19%
      WSM C 0.46% 0.22% 0.22%
      WSO C 0.37% 0.32% 0.32%
      WTRG C 0.23% 0.06% 0.06%
      WYNN D 0.2% 0.17% 0.17%
      XPO D 0.3% 0.16% 0.16%
      SCHM Overweight 368 Positions Relative to IMCG
      Symbol Grade Weight
      WDC B 0.61%
      STLD C 0.45%
      CBOE D 0.44%
      EG B 0.41%
      PKG B 0.41%
      IP B 0.4%
      MRO B 0.4%
      RS D 0.39%
      OC C 0.37%
      BG B 0.37%
      UTHR A 0.35%
      RBA B 0.35%
      L D 0.34%
      NWSA A 0.34%
      AES D 0.33%
      DOC B 0.33%
      RGA B 0.33%
      KEY C 0.32%
      NI B 0.32%
      LNT C 0.32%
      WRK D 0.32%
      THC B 0.32%
      EQH B 0.31%
      FNF C 0.31%
      HST D 0.31%
      WPC D 0.3%
      RNR C 0.3%
      VTRS D 0.3%
      GLPI B 0.29%
      GWRE A 0.28%
      TXRH B 0.28%
      SJM F 0.28%
      EMN C 0.28%
      JNPR B 0.28%
      ELF B 0.28%
      OVV C 0.28%
      ALLY B 0.27%
      WWD C 0.27%
      IPG F 0.27%
      LKQ F 0.27%
      FTI C 0.27%
      APA D 0.26%
      CW B 0.26%
      CHRW B 0.26%
      CHRD C 0.26%
      ITT C 0.26%
      ONTO B 0.26%
      CTLT B 0.25%
      CUBE B 0.25%
      TOST B 0.25%
      LAMR A 0.25%
      ATR D 0.24%
      TPR B 0.24%
      SKX B 0.24%
      REXR C 0.24%
      JLL B 0.24%
      CACI B 0.24%
      Z C 0.24%
      AR D 0.24%
      EWBC C 0.24%
      TAP F 0.23%
      LNW B 0.23%
      CHK D 0.23%
      TTC B 0.23%
      COHR B 0.23%
      ELAN C 0.22%
      WFRD C 0.22%
      ARMK A 0.22%
      BXP B 0.22%
      ESTC B 0.22%
      UNM C 0.22%
      MUSA B 0.22%
      OLED A 0.22%
      SNX C 0.22%
      BBWI F 0.22%
      CROX B 0.22%
      APG B 0.22%
      HSIC F 0.21%
      KNSL F 0.21%
      PNW C 0.21%
      EHC B 0.21%
      CG C 0.21%
      BWXT B 0.21%
      KBR C 0.21%
      DCI D 0.21%
      AIZ D 0.21%
      CPB C 0.21%
      CGNX C 0.2%
      EGP B 0.2%
      ACI F 0.2%
      MTCH F 0.2%
      PRI B 0.2%
      DINO D 0.2%
      RGLD C 0.2%
      TREX F 0.2%
      CHE D 0.2%
      FHN C 0.2%
      TPX D 0.2%
      MKSI B 0.2%
      CZR C 0.2%
      SF A 0.2%
      NYT A 0.2%
      OHI A 0.2%
      GNRC D 0.2%
      GPK D 0.2%
      RRC D 0.2%
      NNN A 0.19%
      ORI C 0.19%
      KNX C 0.19%
      HAS C 0.19%
      JEF A 0.19%
      GNTX D 0.19%
      LSCC F 0.19%
      NCLH B 0.19%
      X D 0.19%
      OWL C 0.19%
      ALV D 0.19%
      RBC C 0.19%
      AA C 0.18%
      HQY A 0.18%
      AYI D 0.18%
      AAL F 0.18%
      WSC F 0.18%
      WEX D 0.18%
      MKTX F 0.18%
      EXP D 0.18%
      AIT C 0.18%
      VOYA D 0.18%
      FRT C 0.18%
      HRB A 0.18%
      NOV B 0.18%
      BWA F 0.18%
      FCN C 0.18%
      SWN D 0.18%
      AXTA D 0.18%
      INGR D 0.18%
      BRX B 0.17%
      LAD D 0.17%
      H B 0.17%
      IVZ D 0.17%
      CRBG C 0.17%
      JAZZ F 0.17%
      SOFI D 0.17%
      UFPI D 0.17%
      COLD C 0.17%
      ENSG B 0.17%
      SPSC C 0.17%
      CIEN C 0.17%
      IONS B 0.17%
      ATI C 0.17%
      CLF D 0.17%
      MTDR D 0.17%
      OSK C 0.17%
      BERY D 0.17%
      ROKU D 0.17%
      ETSY F 0.17%
      MSA B 0.17%
      WCC F 0.17%
      GL C 0.17%
      FMC D 0.17%
      OGE C 0.17%
      SOLV F 0.17%
      AGNC B 0.17%
      CR B 0.17%
      SSD F 0.17%
      RL B 0.17%
      ITCI C 0.17%
      WBS D 0.17%
      FLS C 0.16%
      CBSH C 0.16%
      CHX C 0.16%
      PVH F 0.16%
      RGEN D 0.16%
      CIVI D 0.16%
      CMA C 0.16%
      STAG B 0.16%
      LFUS C 0.16%
      PLNT B 0.16%
      EXEL B 0.16%
      LEA F 0.16%
      ARW F 0.16%
      LSTR B 0.16%
      SEIC D 0.16%
      WAL C 0.16%
      MIDD F 0.16%
      CFLT C 0.16%
      RHI F 0.16%
      HALO A 0.16%
      MTZ C 0.16%
      PEN D 0.16%
      MTN D 0.16%
      GME C 0.16%
      MUR D 0.15%
      MTH D 0.15%
      SAIC D 0.15%
      OLLI B 0.15%
      ESNT B 0.15%
      GTLS D 0.15%
      BFAM C 0.15%
      FIVE F 0.15%
      AGCO F 0.15%
      ADC B 0.15%
      ZION C 0.15%
      CMC C 0.15%
      BPOP C 0.15%
      ACHC D 0.15%
      FR C 0.15%
      CFR C 0.15%
      SNV A 0.14%
      FAF D 0.14%
      SIGI F 0.14%
      SSB C 0.14%
      ST D 0.14%
      FYBR B 0.14%
      MHK C 0.14%
      PB C 0.14%
      AIRC A 0.14%
      SITE F 0.14%
      MAT F 0.14%
      RLI D 0.14%
      LNTH B 0.14%
      OLN F 0.14%
      MTG B 0.14%
      BIO F 0.14%
      STWD C 0.14%
      OMF C 0.14%
      AAON B 0.14%
      NOVT B 0.14%
      DAR D 0.14%
      GXO D 0.14%
      PCTY F 0.14%
      SMAR B 0.14%
      PNFP C 0.14%
      RMBS D 0.14%
      WH C 0.14%
      MASI C 0.14%
      SON F 0.13%
      QLYS D 0.13%
      PARA D 0.13%
      MDU B 0.13%
      ALK D 0.13%
      XRAY F 0.13%
      POST C 0.13%
      SEE D 0.13%
      TKR D 0.13%
      HXL F 0.13%
      G D 0.13%
      DBX D 0.13%
      GPS C 0.13%
      SRCL B 0.13%
      MMS B 0.13%
      OGN B 0.13%
      LNC B 0.13%
      VVV 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 C 0.12%
      ASH D 0.12%
      LYFT D 0.12%
      W D 0.12%
      ATKR D 0.12%
      BC F 0.12%
      PATH F 0.12%
      OPCH F 0.12%
      EXLS B 0.12%
      NXST C 0.12%
      COKE A 0.12%
      AL C 0.12%
      EDR A 0.12%
      NFG D 0.12%
      AM B 0.12%
      AMG C 0.12%
      FLO D 0.11%
      JHG B 0.11%
      POR C 0.11%
      THG C 0.11%
      VAL B 0.11%
      ACLS B 0.11%
      IDA C 0.11%
      BILL F 0.11%
      VFC C 0.11%
      DLB D 0.11%
      EEFT D 0.11%
      POWI F 0.1%
      ASGN D 0.1%
      GBCI C 0.1%
      HOG D 0.1%
      AMKR B 0.1%
      OZK D 0.1%
      VNO B 0.1%
      RYN D 0.1%
      ALKS D 0.1%
      PII F 0.1%
      INSP F 0.1%
      WU D 0.1%
      ZWS D 0.1%
      APLS F 0.1%
      PRGO F 0.09%
      SLAB F 0.09%
      ZI F 0.09%
      GH C 0.09%
      RIG D 0.09%
      BYD D 0.09%
      FFIN C 0.09%
      HUN F 0.09%
      BKH C 0.09%
      CPRI D 0.09%
      AAP F 0.09%
      LANC C 0.09%
      AN D 0.09%
      IRDM F 0.08%
      BXMT C 0.08%
      TNET F 0.08%
      IAC D 0.08%
      RH D 0.08%
      DXC C 0.08%
      YETI D 0.08%
      PSN B 0.08%
      KRC D 0.08%
      MAN F 0.08%
      DV F 0.07%
      COLM D 0.07%
      SAM C 0.07%
      CNXC D 0.07%
      NVST F 0.07%
      VAC D 0.07%
      WOLF F 0.07%
      WEN F 0.07%
      MPW F 0.07%
      VLY D 0.07%
      CHH B 0.07%
      PAG D 0.07%
      FIVN F 0.07%
      CACC C 0.07%
      NYCB F 0.06%
      IPGP D 0.06%
      BOKF C 0.06%
      NWL F 0.06%
      CLVT D 0.06%
      RCM B 0.06%
      AGL D 0.05%
      ALGM D 0.05%
      CAR F 0.05%
      TXG F 0.05%
      ADTN D 0.05%
      DNB D 0.05%
      SHC C 0.04%
      LEG F 0.04%
      SEDG F 0.04%
      PPC A 0.04%
      CABO F 0.04%
      PLUG F 0.04%
      REYN C 0.04%
      MP F 0.04%
      TDOC F 0.04%
      JOBY D 0.04%
      CNA A 0.03%
      INFA B 0.03%
      NFE D 0.03%
      TFSL C 0.02%
      FG D 0.02%
      SEB D 0.02%
      HTZ F 0.01%
      UI B 0.01%
      SCHM Underweight 188 Positions Relative to IMCG
      Symbol Grade Weight
      EW B -1.11%
      HLT A -1.04%
      ADSK B -1.03%
      AZO B -1.01%
      PLTR B -0.99%
      ROST B -0.95%
      CPRT C -0.94%
      WDAY D -0.93%
      DXCM F -0.9%
      COIN C -0.87%
      SMCI C -0.87%
      TTD A -0.86%
      HES D -0.81%
      IDXX D -0.8%
      GWW D -0.79%
      FTNT D -0.77%
      AME D -0.76%
      MSCI F -0.76%
      VRSK A -0.76%
      PWR C -0.76%
      DDOG B -0.75%
      PAYX D -0.75%
      A D -0.75%
      MPWR B -0.74%
      YUM D -0.73%
      FICO A -0.72%
      IR C -0.72%
      SYY D -0.71%
      FAST F -0.71%
      SQ D -0.69%
      DLR A -0.69%
      DASH D -0.67%
      IT B -0.67%
      LULU F -0.67%
      XYL C -0.65%
      VMC D -0.65%
      ODFL D -0.65%
      MLM D -0.65%
      HWM C -0.64%
      ALNY B -0.61%
      CARR B -0.61%
      CSGP D -0.6%
      ROK D -0.6%
      HUBS C -0.59%
      CDW D -0.59%
      MTD B -0.59%
      EFX B -0.58%
      AMP C -0.56%
      WAB D -0.55%
      ANSS D -0.55%
      RMD D -0.55%
      NEM B -0.54%
      TEAM D -0.54%
      VEEV F -0.54%
      JCI C -0.53%
      EL F -0.51%
      CMI D -0.51%
      RCL A -0.51%
      FSLR C -0.5%
      CHD C -0.5%
      IQV F -0.49%
      TTWO B -0.49%
      ARES D -0.49%
      GEV B -0.49%
      NET B -0.48%
      WST D -0.47%
      EA B -0.47%
      TEL B -0.47%
      BR C -0.46%
      OTIS B -0.46%
      STZ B -0.44%
      PSA B -0.43%
      BRO B -0.43%
      COR C -0.42%
      SBAC D -0.42%
      STE C -0.42%
      TSCO C -0.41%
      LPLA B -0.41%
      FCNCA C -0.41%
      INVH A -0.4%
      MCHP C -0.4%
      TRV D -0.4%
      URI C -0.39%
      RBLX B -0.38%
      D D -0.36%
      FTV D -0.36%
      ALL D -0.35%
      MRNA D -0.35%
      DFS A -0.35%
      DPZ B -0.35%
      SNAP B -0.35%
      LVS F -0.35%
      DOV B -0.34%
      BKR B -0.34%
      MDB F -0.34%
      ZS C -0.34%
      CBRE B -0.33%
      KMB B -0.33%
      CTVA C -0.33%
      ILMN F -0.33%
      HAL D -0.32%
      GRMN B -0.32%
      CPNG D -0.32%
      PCG D -0.31%
      DOW D -0.31%
      DD B -0.31%
      O D -0.3%
      VRSN C -0.3%
      ROL B -0.29%
      FWONK B -0.29%
      SUI C -0.29%
      HSY F -0.29%
      GEHC D -0.28%
      CPAY D -0.28%
      DAL D -0.28%
      MSTR C -0.28%
      ENPH F -0.28%
      AVB A -0.28%
      TRU C -0.28%
      PODD C -0.28%
      VLTO C -0.27%
      HEI B -0.27%
      RJF C -0.27%
      IRM A -0.26%
      KDP C -0.26%
      WTW B -0.26%
      LYV C -0.26%
      AWK B -0.25%
      MKL C -0.25%
      LNG B -0.24%
      ACGL B -0.24%
      COO D -0.24%
      EXR B -0.23%
      J D -0.23%
      PPG D -0.23%
      TRGP A -0.23%
      ALGN F -0.23%
      ZBRA C -0.23%
      BALL D -0.22%
      ZBH D -0.22%
      TER B -0.22%
      ON F -0.21%
      KEYS D -0.21%
      CLX D -0.21%
      WAT F -0.21%
      MOH F -0.2%
      EQR A -0.19%
      MKC D -0.19%
      GPN D -0.19%
      HEI B -0.19%
      DLTR F -0.19%
      PHM D -0.19%
      TDY D -0.19%
      EBAY B -0.19%
      ULTA F -0.18%
      TRMB C -0.18%
      DRI C -0.18%
      APTV F -0.18%
      NDAQ C -0.18%
      AVTR F -0.17%
      BLDR F -0.16%
      JBHT F -0.16%
      CTRA D -0.16%
      EXPE C -0.16%
      GPC D -0.16%
      ESS B -0.16%
      GEN B -0.15%
      LUV B -0.15%
      TSN C -0.15%
      CINF C -0.14%
      VTR A -0.14%
      PAYC F -0.14%
      ALB F -0.12%
      MAA B -0.12%
      AKAM F -0.12%
      KMX B -0.12%
      CMS D -0.12%
      AZPN C -0.11%
      EPAM D -0.11%
      INCY B -0.11%
      RVTY D -0.11%
      SWK F -0.11%
      U F -0.1%
      ARE C -0.1%
      FLEX C -0.08%
      HRL F -0.06%
      ALAB F -0.03%
      FWONA C -0.03%

      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

      IMCG: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Diagnostics & Research Business Services REIT - Residential Specialty Retail Biotechnology Engineering & Construction Software - Infrastructure Capital Markets Insurance - Property & Casualty Building Materials Household & Personal Products Medical Instruments & Supplies Scientific & Technical Instruments Semiconductors Specialty Chemicals Aerospace & Defense Information Technology Services Internet Content & Information
      Keywords: S&P 500 Nasdaq 100 Computing Aerospace Real Estate Investment Trust Electronics Beverage Cloud Computing Insurance Mining Natural Gas Chemical Cloud Infrastructure IBD 50 Software As A Service Oil And Gas Semiconductor Medicine Retailing Telecommunications
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