SCHM vs. IYC ETF Comparison

Comparison of Schwab U.S. Mid Cap ETF (SCHM) to iShares U.S. Consumer Services ETF (IYC)

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

$29.68

Average Daily Volume

1,060,895

Number of Holdings ^*

478

* may have additional holdings in another (foreign) market

IYC

iShares U.S. Consumer Services ETF

IYC Description

The investment seeks to track the investment results of an index composed of U.S. equities in the consumer services sector. 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. It seeks to track the investment results of the Dow Jones U.S. Consumer Services Index (the "underlying index"), which measures the performance of the consumer services sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$95.99

Average Daily Volume

100,679

Number of Holdings ^*

173

* may have additional holdings in another (foreign) market

Performance

Period	SCHM	IYC
30 Days	7.19%	10.70%
60 Days	7.68%	9.75%
90 Days	9.43%	14.50%
12 Months	31.37%	36.06%

77 Overlapping Holdings

Symbol	Grade	Weight in SCHM	Weight in IYC	Overlap
AAL	B	0.21%	0.15%	0.15%
ALK	C	0.15%	0.11%	0.11%
AN	C	0.1%	0.07%	0.07%
ARMK	B	0.22%	0.16%	0.16%
BBWI	D	0.16%	0.11%	0.11%
BFAM	D	0.13%	0.1%	0.1%
BJ	A	0.26%	0.18%	0.18%
BURL	A	0.38%	0.28%	0.28%
BWA	D	0.17%	0.12%	0.12%
BYD	C	0.11%	0.08%	0.08%
CHDN	B	0.23%	0.16%	0.16%
CHH	A	0.07%	0.07%	0.07%
COLM	B	0.06%	0.04%	0.04%
COTY	F	0.06%	0.04%	0.04%
CROX	D	0.13%	0.09%	0.09%
CZR	F	0.18%	0.13%	0.13%
DKNG	B	0.43%	0.32%	0.32%
DKS	C	0.25%	0.18%	0.18%
DUOL	A	0.26%	0.19%	0.19%
ELF	C	0.15%	0.11%	0.11%
ETSY	D	0.13%	0.09%	0.09%
FIVE	F	0.11%	0.07%	0.07%
FND	C	0.24%	0.17%	0.17%
GAP	C	0.11%	0.07%	0.07%
GME	C	0.23%	0.17%	0.17%
GNTX	C	0.15%	0.11%	0.11%
H	B	0.15%	0.11%	0.11%
HAS	D	0.18%	0.14%	0.14%
HOG	D	0.09%	0.06%	0.06%
HRB	D	0.19%	0.12%	0.12%
IPG	D	0.23%	0.17%	0.17%
KMX	B	0.27%	0.19%	0.19%
LAD	A	0.22%	0.16%	0.16%
LCID	F	0.05%	0.03%	0.03%
LEA	D	0.12%	0.08%	0.08%
LKQ	D	0.22%	0.16%	0.16%
LNW	D	0.18%	0.13%	0.13%
LYFT	C	0.15%	0.1%	0.1%
MAT	D	0.14%	0.1%	0.1%
MGM	D	0.19%	0.14%	0.14%
MTN	C	0.15%	0.11%	0.11%
MUSA	A	0.22%	0.16%	0.16%
NCLH	B	0.26%	0.18%	0.18%
NWSA	B	0.32%	0.18%	0.18%
NXST	C	0.11%	0.08%	0.08%
NYT	C	0.19%	0.14%	0.14%
OLLI	D	0.12%	0.09%	0.09%
PAG	B	0.07%	0.05%	0.05%
PARA	C	0.15%	0.1%	0.1%
PII	D	0.08%	0.05%	0.05%
PLNT	A	0.18%	0.14%	0.14%
POOL	C	0.3%	0.22%	0.22%
PVH	C	0.13%	0.09%	0.09%
RH	B	0.1%	0.08%	0.08%
RIVN	F	0.16%	0.13%	0.13%
RL	B	0.19%	0.13%	0.13%
SCI	B	0.27%	0.2%	0.2%
SIRI	C	0.13%	0.1%	0.1%
SITE	D	0.14%	0.1%	0.1%
SKX	D	0.18%	0.13%	0.13%
THO	B	0.13%	0.09%	0.09%
TKO	B	0.18%	0.17%	0.17%
TOL	B	0.35%	0.25%	0.25%
TPR	B	0.29%	0.21%	0.21%
TPX	B	0.21%	0.14%	0.14%
TXRH	C	0.29%	0.21%	0.21%
UAL	A	0.66%	0.5%	0.5%
UHAL	D	0.15%	0.01%	0.01%
UHAL	D	0.15%	0.1%	0.1%
VFC	C	0.15%	0.11%	0.11%
VVV	F	0.12%	0.08%	0.08%
W	F	0.08%	0.06%	0.06%
WH	B	0.17%	0.12%	0.12%
WHR	B	0.14%	0.09%	0.09%
WING	D	0.21%	0.16%	0.16%
WSM	B	0.37%	0.28%	0.28%
WYNN	D	0.19%	0.15%	0.15%

SCHM Overweight 402 Positions Relative to IYC

Symbol	Grade	Weight
TPL	A	0.57%
EQT	B	0.56%
EME	C	0.52%
HOOD	B	0.51%
PKG	A	0.47%
CSL	C	0.46%
IP	B	0.44%
STLD	B	0.44%
BAH	F	0.43%
IBKR	A	0.43%
SNA	A	0.42%
NRG	B	0.42%
FDS	B	0.41%
NTRA	B	0.4%
WSO	A	0.4%
PODD	C	0.4%
RPM	A	0.39%
PNR	A	0.39%
KEY	B	0.39%
XPO	B	0.38%
NTNX	A	0.38%
PINS	D	0.38%
RS	B	0.38%
RBA	A	0.38%
MAS	D	0.38%
IEX	B	0.38%
TRMB	B	0.38%
TOST	B	0.37%
MANH	D	0.37%
KIM	A	0.37%
OC	A	0.37%
EG	C	0.36%
UTHR	C	0.36%
DOCU	A	0.36%
NI	A	0.36%
DT	C	0.35%
LNT	A	0.35%
FNF	B	0.35%
FIX	A	0.35%
USFD	A	0.35%
GWRE	A	0.35%
TXT	D	0.35%
AVY	D	0.35%
MRO	B	0.35%
GGG	B	0.34%
EQH	B	0.34%
L	A	0.34%
RGA	A	0.34%
VTRS	A	0.34%
TWLO	A	0.34%
DOC	D	0.33%
ENTG	D	0.33%
FLEX	A	0.33%
Z	A	0.33%
THC	D	0.33%
CASY	A	0.33%
TW	A	0.33%
EWBC	A	0.32%
ACM	A	0.32%
SOFI	A	0.32%
JBL	B	0.32%
COHR	B	0.32%
EVRG	A	0.32%
NDSN	B	0.31%
SAIA	B	0.31%
FFIV	B	0.31%
SFM	A	0.31%
EPAM	C	0.3%
AFRM	B	0.3%
GLPI	C	0.3%
RNR	C	0.3%
CW	B	0.3%
CHRW	C	0.29%
PFGC	B	0.29%
ELS	C	0.29%
UDR	B	0.29%
ITT	A	0.28%
UNM	A	0.28%
CLH	B	0.28%
JKHY	D	0.28%
CPT	B	0.28%
BG	F	0.28%
UHS	D	0.27%
JNPR	F	0.27%
REG	B	0.27%
JEF	A	0.27%
FTI	A	0.27%
BMRN	D	0.27%
NVT	B	0.27%
HST	C	0.27%
INCY	C	0.27%
ALB	C	0.27%
ALLE	D	0.27%
WPC	D	0.27%
JLL	D	0.27%
BWXT	B	0.26%
OVV	B	0.26%
OWL	A	0.26%
LECO	B	0.26%
SF	B	0.26%
DAY	B	0.26%
AMH	D	0.26%
NBIX	C	0.26%
OKTA	C	0.26%
EMN	D	0.26%
ATR	B	0.25%
LAMR	D	0.25%
SNAP	C	0.25%
RRX	B	0.25%
LBRDK	C	0.25%
AIZ	A	0.25%
AA	B	0.25%
SJM	D	0.25%
INSM	C	0.25%
BXP	D	0.25%
TECH	D	0.24%
EVR	B	0.24%
CTLT	B	0.24%
PAYC	B	0.24%
CCK	C	0.24%
LW	C	0.24%
CUBE	D	0.24%
FHN	A	0.24%
GNRC	B	0.24%
TAP	C	0.24%
TTEK	F	0.24%
AIT	A	0.23%
WBS	A	0.23%
KNSL	B	0.23%
OHI	C	0.23%
BLD	D	0.23%
PNW	B	0.23%
CACI	D	0.23%
CG	A	0.23%
WTRG	B	0.22%
PCVX	D	0.22%
HLI	B	0.22%
DTM	B	0.22%
GL	B	0.22%
EXEL	B	0.22%
WAL	B	0.22%
MKTX	D	0.22%
ALLY	C	0.22%
AES	F	0.22%
AFG	A	0.22%
EHC	B	0.22%
SRPT	D	0.22%
RPRX	D	0.22%
AYI	B	0.22%
MLI	C	0.22%
WWD	B	0.22%
PRI	A	0.22%
ALSN	B	0.22%
EXP	A	0.22%
IOT	A	0.22%
WMS	D	0.21%
BRBR	A	0.21%
SOLV	C	0.21%
PR	B	0.21%
PNFP	B	0.21%
CNH	C	0.21%
CIEN	B	0.21%
CRL	C	0.21%
AXTA	A	0.2%
FLR	B	0.2%
AR	B	0.2%
CFR	B	0.2%
ORI	A	0.2%
AAON	B	0.2%
KNX	B	0.2%
TFX	F	0.2%
RBC	A	0.2%
MORN	B	0.2%
EXAS	D	0.2%
WCC	B	0.2%
CMA	A	0.2%
INGR	B	0.2%
GMED	A	0.2%
FBIN	D	0.2%
REXR	F	0.2%
DCI	B	0.2%
RGLD	C	0.2%
PEN	B	0.2%
EGP	F	0.19%
CHE	D	0.19%
CBSH	A	0.19%
MOS	F	0.19%
TTC	D	0.19%
CR	A	0.19%
GPK	C	0.19%
FN	D	0.19%
CPB	D	0.19%
APG	B	0.19%
FRT	B	0.19%
PCTY	B	0.19%
OGE	B	0.19%
HQY	B	0.19%
RVMD	C	0.19%
AOS	F	0.19%
BRX	A	0.19%
HSIC	B	0.19%
CRS	A	0.19%
ROKU	D	0.19%
WTFC	A	0.19%
SNX	C	0.19%
ZION	B	0.19%
MTCH	D	0.18%
SEIC	B	0.18%
IVZ	B	0.18%
X	C	0.18%
VOYA	B	0.18%
SNV	B	0.18%
CE	F	0.18%
SSB	B	0.18%
RRC	B	0.18%
ENSG	D	0.18%
CNM	D	0.18%
ITCI	C	0.18%
APA	D	0.18%
BILL	A	0.18%
CRBG	B	0.18%
MTZ	B	0.18%
S	B	0.17%
AGNC	D	0.17%
JAZZ	B	0.17%
RHI	B	0.17%
JXN	C	0.17%
HII	D	0.17%
GKOS	B	0.17%
SSD	D	0.17%
ACI	C	0.17%
ADC	B	0.17%
BERY	B	0.17%
FYBR	D	0.17%
SMAR	A	0.17%
NNN	D	0.17%
FLS	B	0.17%
KBR	F	0.17%
ONTO	D	0.17%
PB	A	0.17%
UFPI	B	0.17%
CHRD	D	0.17%
MEDP	D	0.17%
LPX	B	0.16%
GXO	B	0.16%
OSK	B	0.16%
MKSI	C	0.16%
MTSI	B	0.16%
MASI	A	0.16%
COKE	C	0.16%
ALV	C	0.16%
BSY	D	0.16%
EXLS	B	0.16%
OLED	D	0.16%
RYAN	B	0.16%
RLI	B	0.16%
FRPT	B	0.16%
MIDD	C	0.16%
TMHC	B	0.16%
G	B	0.16%
PCOR	B	0.16%
MHK	D	0.16%
CVLT	B	0.16%
WEX	D	0.16%
ESTC	C	0.16%
ANF	C	0.16%
DVA	B	0.16%
TREX	C	0.16%
KEX	C	0.16%
SPSC	C	0.15%
STAG	F	0.15%
AXS	A	0.15%
MTDR	B	0.15%
BEN	C	0.15%
OMF	A	0.15%
FAF	A	0.15%
VNO	B	0.15%
MSA	D	0.15%
CFLT	B	0.15%
LSCC	D	0.15%
FMC	D	0.15%
CGNX	C	0.15%
VMI	B	0.15%
CMC	B	0.15%
DINO	D	0.15%
DAR	C	0.15%
FCN	D	0.15%
ELAN	D	0.15%
BPOP	B	0.15%
FR	C	0.15%
GTLS	B	0.15%
ATI	D	0.15%
BIO	D	0.14%
STWD	C	0.14%
QRVO	F	0.14%
IDA	A	0.14%
SAIC	F	0.14%
NOV	C	0.14%
GBCI	B	0.14%
DBX	B	0.14%
MTG	C	0.14%
WSC	D	0.14%
LSTR	D	0.14%
RGEN	D	0.14%
MTH	D	0.14%
KBH	D	0.13%
JHG	A	0.13%
BRKR	D	0.13%
COLD	D	0.13%
HALO	F	0.13%
SUM	B	0.13%
AGCO	D	0.13%
CHX	C	0.13%
THG	A	0.13%
TRNO	F	0.13%
ESNT	D	0.13%
CYTK	F	0.13%
LFUS	F	0.13%
WFRD	D	0.13%
SIGI	C	0.13%
LNC	B	0.13%
NOVT	D	0.13%
WBA	F	0.13%
ARW	D	0.13%
SEE	C	0.12%
BC	C	0.12%
FFIN	B	0.12%
LNTH	D	0.12%
CLF	F	0.12%
QLYS	C	0.12%
CRUS	D	0.12%
IONS	F	0.12%
RMBS	C	0.12%
EDR	A	0.12%
PATH	C	0.12%
AMG	B	0.12%
NFG	A	0.12%
ZWS	B	0.12%
MMS	F	0.11%
VLY	B	0.11%
POR	C	0.11%
ST	F	0.11%
TKR	D	0.11%
HXL	D	0.11%
OLN	D	0.11%
ROIV	C	0.11%
SON	D	0.11%
POST	C	0.11%
U	C	0.11%
AL	B	0.11%
OZK	B	0.11%
INSP	D	0.11%
AM	A	0.11%
UGI	A	0.11%
EEFT	B	0.1%
BKH	A	0.1%
PSN	D	0.1%
MUR	D	0.1%
CIVI	D	0.1%
ALKS	B	0.1%
OGN	D	0.09%
ASGN	F	0.09%
RYN	D	0.09%
CELH	F	0.09%
CRSP	D	0.09%
KRC	C	0.09%
WLK	D	0.09%
FLO	D	0.09%
NSIT	F	0.09%
DLB	B	0.09%
LANC	C	0.08%
ACHC	F	0.08%
WU	D	0.08%
XRAY	F	0.08%
OPCH	D	0.08%
MDU	D	0.08%
ASH	D	0.08%
DNB	B	0.08%
ALGM	D	0.07%
PBF	D	0.07%
VAL	D	0.07%
RIG	D	0.07%
IAC	D	0.07%
AGR	B	0.06%
SMMT	D	0.06%
BOKF	B	0.06%
ADTN	A	0.06%
APLS	D	0.06%
CACC	D	0.06%
TNET	D	0.06%
AMKR	D	0.06%
INFA	D	0.05%
PPC	C	0.05%
SHC	F	0.05%
RCM	F	0.05%
CNXC	F	0.04%
DJT	C	0.04%
CLVT	F	0.04%
UI	A	0.03%
REYN	D	0.03%
FG	B	0.02%
CNA	B	0.02%

SCHM Underweight 96 Positions Relative to IYC

Symbol	Grade	Weight
AMZN	C	-14.29%
TSLA	B	-8.66%
NFLX	A	-4.53%
COST	B	-4.5%
HD	A	-4.46%
WMT	A	-4.38%
MCD	D	-3.38%
DIS	B	-3.33%
BKNG	A	-2.74%
LOW	D	-2.39%
UBER	D	-2.24%
TJX	A	-2.19%
SBUX	A	-1.8%
NKE	D	-1.43%
CMG	B	-1.29%
TGT	F	-1.16%
ORLY	B	-1.12%
MAR	B	-1.03%
HLT	A	-0.99%
GM	B	-0.99%
ABNB	C	-0.93%
RCL	A	-0.9%
TTD	B	-0.85%
AZO	C	-0.85%
CPRT	A	-0.79%
DHI	D	-0.78%
ROST	C	-0.74%
EA	A	-0.72%
F	C	-0.7%
DAL	C	-0.67%
LEN	D	-0.65%
YUM	B	-0.6%
LULU	C	-0.59%
TTWO	A	-0.52%
GRMN	B	-0.52%
EBAY	D	-0.5%
TSCO	D	-0.47%
CPNG	D	-0.45%
CVNA	B	-0.44%
PHM	D	-0.43%
RBLX	C	-0.43%
DECK	A	-0.43%
NVR	D	-0.41%
CCL	B	-0.4%
WBD	C	-0.37%
EXPE	B	-0.36%
LYV	A	-0.34%
OMC	C	-0.31%
DRI	B	-0.31%
LUV	C	-0.31%
BBY	D	-0.3%
LVS	C	-0.28%
FWONK	B	-0.27%
DG	F	-0.27%
GPC	D	-0.27%
ULTA	F	-0.26%
DPZ	C	-0.25%
EL	F	-0.24%
APTV	D	-0.23%
ROL	B	-0.22%
DLTR	F	-0.21%
FOXA	B	-0.17%
CAVA	B	-0.17%
SN	D	-0.11%
BROS	B	-0.09%
FOX	A	-0.09%
LOPE	B	-0.08%
MSGS	A	-0.07%
M	D	-0.07%
TNL	A	-0.06%
NWS	B	-0.06%
NWL	B	-0.06%
PENN	C	-0.05%
WEN	D	-0.05%
LLYVK	A	-0.05%
VAC	B	-0.05%
YETI	C	-0.05%
JWN	C	-0.04%
AAP	C	-0.04%
CPRI	F	-0.04%
UA	C	-0.03%
FWONA	B	-0.03%
CAR	C	-0.03%
QS	F	-0.03%
UAA	C	-0.03%
LEN	D	-0.03%
BIRK	D	-0.03%
KSS	F	-0.03%
CRI	D	-0.03%
AS	B	-0.02%
DDS	B	-0.02%
LLYVA	A	-0.02%
TRIP	F	-0.02%
LEG	F	-0.02%
PLTK	B	-0.01%
PARAA	B	-0.0%