SCHM vs. SPVU ETF Comparison
Comparison of Schwab U.S. Mid Cap ETF (SCHM) to PowerShares S&P 500 Value Portfolio (SPVU)
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
$77.33
Average Daily Volume
285,779
Number of Holdings
*
479
* may have additional holdings in another (foreign) market
SPVU
PowerShares S&P 500 Value Portfolio
SPVU Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Enhanced Value Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to track the performance of approximately 100 stocks in the S&P 500 Index that have the highest "value score," which the index provider calculates based on fundamental ratios of a company's stock. A value stock tends to trade at a lower price relative to such fundamentals and thus may be considered undervalued by investors. The fund is non-diversified.Grade (RS Rating)
Last Trade
$47.88
Average Daily Volume
19,400
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
Performance
| Period | SCHM | SPVU |
|---|---|---|
| 30 Days | -2.22% | -1.06% |
| 60 Days | -0.57% | 0.92% |
| 90 Days | -3.44% | -2.74% |
| 12 Months | 10.19% | 20.34% |
27 Overlapping Holdings
| Symbol | Grade | Weight in SCHM | Weight in SPVU | Overlap | |
|---|---|---|---|---|---|
| AAL | F | 0.18% | 0.16% | 0.16% | |
| AIZ | D | 0.21% | 0.2% | 0.2% | |
| APA | D | 0.26% | 0.23% | 0.23% | |
| BG | B | 0.37% | 0.59% | 0.37% | |
| BWA | F | 0.18% | 0.21% | 0.18% | |
| CE | D | 0.33% | 0.3% | 0.3% | |
| CZR | C | 0.2% | 0.2% | 0.2% | |
| EG | D | 0.41% | 0.5% | 0.41% | |
| EMN | D | 0.28% | 0.2% | 0.2% | |
| FMC | F | 0.17% | 0.17% | 0.17% | |
| GL | C | 0.17% | 0.18% | 0.17% | |
| HII | D | 0.24% | 0.19% | 0.19% | |
| JBL | F | 0.34% | 0.35% | 0.34% | |
| KEY | C | 0.32% | 0.25% | 0.25% | |
| L | D | 0.34% | 0.38% | 0.34% | |
| LKQ | D | 0.27% | 0.24% | 0.24% | |
| MHK | D | 0.14% | 0.09% | 0.09% | |
| MRO | B | 0.4% | 0.33% | 0.33% | |
| NRG | C | 0.42% | 0.37% | 0.37% | |
| PARA | D | 0.13% | 0.14% | 0.13% | |
| PNW | C | 0.21% | 0.15% | 0.15% | |
| SOLV | F | 0.17% | 0.17% | 0.17% | |
| STLD | C | 0.45% | 0.44% | 0.44% | |
| TAP | F | 0.23% | 0.29% | 0.23% | |
| UHS | B | 0.27% | 0.22% | 0.22% | |
| VTRS | D | 0.3% | 0.23% | 0.23% | |
| WRK | D | 0.32% | 0.27% | 0.27% |
SCHM Overweight 452 Positions Relative to SPVU
| Symbol | Grade | Weight | |
|---|---|---|---|
| DELL | B | 0.92% | |
| VRT | D | 0.77% | |
| VST | C | 0.72% | |
| PINS | B | 0.66% | |
| NTAP | A | 0.65% | |
| DECK | C | 0.61% | |
| WDC | B | 0.61% | |
| PTC | B | 0.52% | |
| TYL | B | 0.51% | |
| AXON | C | 0.51% | |
| ENTG | B | 0.5% | |
| HUBB | D | 0.5% | |
| BAH | B | 0.5% | |
| GDDY | A | 0.49% | |
| LDOS | B | 0.49% | |
| CSL | C | 0.48% | |
| PSTG | B | 0.47% | |
| WSM | D | 0.46% | |
| AVY | D | 0.45% | |
| CBOE | D | 0.44% | |
| EME | D | 0.44% | |
| DKNG | F | 0.44% | |
| EQT | D | 0.42% | |
| LII | B | 0.42% | |
| PKG | C | 0.41% | |
| BMRN | C | 0.4% | |
| IP | B | 0.4% | |
| WRB | B | 0.4% | |
| TXT | D | 0.4% | |
| FDS | D | 0.39% | |
| RS | D | 0.39% | |
| BURL | B | 0.38% | |
| SRPT | B | 0.37% | |
| OC | D | 0.37% | |
| IEX | D | 0.37% | |
| WSO | B | 0.37% | |
| APP | B | 0.36% | |
| MANH | B | 0.36% | |
| CASY | B | 0.35% | |
| UTHR | B | 0.35% | |
| OKTA | C | 0.35% | |
| RBA | B | 0.35% | |
| MAS | D | 0.35% | |
| NWSA | A | 0.34% | |
| SNA | D | 0.34% | |
| RPM | D | 0.34% | |
| TPL | B | 0.34% | |
| AES | D | 0.33% | |
| GGG | D | 0.33% | |
| DOC | B | 0.33% | |
| NBIX | C | 0.33% | |
| RGA | B | 0.33% | |
| NVT | D | 0.32% | |
| NI | B | 0.32% | |
| LNT | B | 0.32% | |
| NTNX | C | 0.32% | |
| IBKR | A | 0.32% | |
| DKS | C | 0.32% | |
| THC | B | 0.32% | |
| KIM | B | 0.31% | |
| USFD | C | 0.31% | |
| EQH | A | 0.31% | |
| FNF | C | 0.31% | |
| HST | D | 0.31% | |
| NTRA | B | 0.31% | |
| TOL | D | 0.3% | |
| TW | C | 0.3% | |
| WPC | D | 0.3% | |
| JKHY | C | 0.3% | |
| RNR | D | 0.3% | |
| ACM | D | 0.3% | |
| XPO | C | 0.3% | |
| LW | F | 0.3% | |
| WING | B | 0.3% | |
| PNR | D | 0.3% | |
| UDR | B | 0.3% | |
| SAIA | B | 0.3% | |
| NDSN | D | 0.3% | |
| AMH | A | 0.29% | |
| HOOD | B | 0.29% | |
| CPT | A | 0.29% | |
| BSY | D | 0.29% | |
| BJ | B | 0.29% | |
| POOL | F | 0.29% | |
| GLPI | C | 0.29% | |
| ELS | C | 0.29% | |
| BLD | D | 0.29% | |
| FND | F | 0.28% | |
| TTEK | C | 0.28% | |
| GWRE | A | 0.28% | |
| FIX | D | 0.28% | |
| TXRH | B | 0.28% | |
| SJM | D | 0.28% | |
| CLH | B | 0.28% | |
| TECH | D | 0.28% | |
| JNPR | B | 0.28% | |
| ELF | B | 0.28% | |
| OVV | C | 0.28% | |
| ALLY | B | 0.27% | |
| PFGC | D | 0.27% | |
| WWD | C | 0.27% | |
| IPG | F | 0.27% | |
| WMS | D | 0.27% | |
| QRVO | B | 0.27% | |
| FTI | C | 0.27% | |
| DT | D | 0.26% | |
| CW | B | 0.26% | |
| CHRW | B | 0.26% | |
| CHRD | C | 0.26% | |
| MGM | C | 0.26% | |
| LECO | F | 0.26% | |
| DOCU | C | 0.26% | |
| ITT | D | 0.26% | |
| SCI | C | 0.26% | |
| CRL | F | 0.26% | |
| ONTO | B | 0.26% | |
| AOS | D | 0.25% | |
| REG | B | 0.25% | |
| ALLE | D | 0.25% | |
| CTLT | B | 0.25% | |
| CUBE | B | 0.25% | |
| TOST | B | 0.25% | |
| LAMR | A | 0.25% | |
| MEDP | B | 0.24% | |
| ATR | D | 0.24% | |
| TPR | C | 0.24% | |
| SKX | C | 0.24% | |
| REXR | C | 0.24% | |
| JLL | B | 0.24% | |
| CACI | B | 0.24% | |
| Z | C | 0.24% | |
| AR | C | 0.24% | |
| FFIV | C | 0.24% | |
| EWBC | C | 0.24% | |
| LNW | B | 0.23% | |
| CHK | D | 0.23% | |
| CHDN | B | 0.23% | |
| TFX | C | 0.23% | |
| CCK | D | 0.23% | |
| WTRG | D | 0.23% | |
| TTC | B | 0.23% | |
| TWLO | D | 0.23% | |
| COHR | B | 0.23% | |
| ELAN | D | 0.22% | |
| WFRD | B | 0.22% | |
| ARMK | B | 0.22% | |
| BXP | B | 0.22% | |
| ESTC | B | 0.22% | |
| UNM | C | 0.22% | |
| MUSA | B | 0.22% | |
| OLED | A | 0.22% | |
| SNX | D | 0.22% | |
| ERIE | C | 0.22% | |
| BBWI | F | 0.22% | |
| RRX | F | 0.22% | |
| CROX | B | 0.22% | |
| APG | C | 0.22% | |
| HSIC | D | 0.21% | |
| CNM | D | 0.21% | |
| KNSL | F | 0.21% | |
| EHC | B | 0.21% | |
| CG | D | 0.21% | |
| BWXT | B | 0.21% | |
| KBR | D | 0.21% | |
| DCI | D | 0.21% | |
| CPB | B | 0.21% | |
| CGNX | B | 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 | B | 0.2% | |
| TPX | C | 0.2% | |
| AFG | D | 0.2% | |
| MKSI | B | 0.2% | |
| SF | B | 0.2% | |
| NYT | A | 0.2% | |
| OHI | A | 0.2% | |
| GNRC | C | 0.2% | |
| CELH | F | 0.2% | |
| GPK | D | 0.2% | |
| WYNN | D | 0.2% | |
| RRC | C | 0.2% | |
| EXAS | F | 0.19% | |
| NNN | B | 0.19% | |
| ORI | C | 0.19% | |
| KNX | C | 0.19% | |
| HAS | D | 0.19% | |
| JEF | A | 0.19% | |
| MORN | B | 0.19% | |
| GNTX | C | 0.19% | |
| LSCC | D | 0.19% | |
| DAY | F | 0.19% | |
| NCLH | C | 0.19% | |
| X | C | 0.19% | |
| OWL | D | 0.19% | |
| ALV | D | 0.19% | |
| RBC | C | 0.19% | |
| AA | B | 0.18% | |
| HQY | B | 0.18% | |
| AYI | C | 0.18% | |
| WSC | F | 0.18% | |
| WEX | D | 0.18% | |
| MKTX | F | 0.18% | |
| EXP | D | 0.18% | |
| AIT | B | 0.18% | |
| DVA | C | 0.18% | |
| VOYA | D | 0.18% | |
| FRT | C | 0.18% | |
| HRB | A | 0.18% | |
| NOV | C | 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 | C | 0.17% | |
| IVZ | C | 0.17% | |
| CRBG | B | 0.17% | |
| JAZZ | F | 0.17% | |
| SOFI | F | 0.17% | |
| UFPI | D | 0.17% | |
| COLD | C | 0.17% | |
| ENSG | A | 0.17% | |
| SPSC | C | 0.17% | |
| CIEN | F | 0.17% | |
| IONS | C | 0.17% | |
| ATI | C | 0.17% | |
| CLF | D | 0.17% | |
| MTDR | C | 0.17% | |
| OSK | D | 0.17% | |
| BERY | D | 0.17% | |
| ROKU | D | 0.17% | |
| ETSY | F | 0.17% | |
| MSA | B | 0.17% | |
| WCC | D | 0.17% | |
| OGE | C | 0.17% | |
| AGNC | A | 0.17% | |
| CR | C | 0.17% | |
| SSD | F | 0.17% | |
| RL | C | 0.17% | |
| ITCI | C | 0.17% | |
| WBS | C | 0.17% | |
| FLS | D | 0.16% | |
| CBSH | C | 0.16% | |
| CHX | C | 0.16% | |
| PVH | F | 0.16% | |
| RGEN | F | 0.16% | |
| CIVI | C | 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 | D | 0.16% | |
| LSTR | B | 0.16% | |
| SEIC | D | 0.16% | |
| WAL | B | 0.16% | |
| MIDD | F | 0.16% | |
| CFLT | C | 0.16% | |
| RHI | F | 0.16% | |
| HALO | B | 0.16% | |
| MTZ | C | 0.16% | |
| PEN | F | 0.16% | |
| MTN | F | 0.16% | |
| GME | C | 0.16% | |
| MUR | D | 0.15% | |
| MTH | D | 0.15% | |
| UHAL | 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 | D | 0.15% | |
| BPOP | C | 0.15% | |
| ACHC | F | 0.15% | |
| FR | C | 0.15% | |
| CFR | C | 0.15% | |
| BRKR | F | 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% | |
| PB | C | 0.14% | |
| AIRC | A | 0.14% | |
| SITE | F | 0.14% | |
| MAT | F | 0.14% | |
| RLI | C | 0.14% | |
| LNTH | B | 0.14% | |
| OLN | F | 0.14% | |
| MTG | B | 0.14% | |
| BIO | F | 0.14% | |
| PCOR | C | 0.14% | |
| STWD | C | 0.14% | |
| OMF | C | 0.14% | |
| AAON | B | 0.14% | |
| NOVT | C | 0.14% | |
| DAR | D | 0.14% | |
| GXO | D | 0.14% | |
| PCTY | F | 0.14% | |
| SMAR | B | 0.14% | |
| PNFP | C | 0.14% | |
| RMBS | C | 0.14% | |
| WH | C | 0.14% | |
| MASI | F | 0.14% | |
| SON | F | 0.13% | |
| QLYS | D | 0.13% | |
| MDU | C | 0.13% | |
| ALK | D | 0.13% | |
| XRAY | F | 0.13% | |
| POST | C | 0.13% | |
| SEE | F | 0.13% | |
| TKR | D | 0.13% | |
| HXL | D | 0.13% | |
| G | D | 0.13% | |
| DBX | D | 0.13% | |
| GPS | C | 0.13% | |
| SRCL | B | 0.13% | |
| MMS | B | 0.13% | |
| OGN | C | 0.13% | |
| LNC | B | 0.13% | |
| VVV | B | 0.13% | |
| AXS | B | 0.13% | |
| VMI | B | 0.13% | |
| WLK | D | 0.12% | |
| PBF | D | 0.12% | |
| THO | D | 0.12% | |
| CRSP | F | 0.12% | |
| WHR | C | 0.12% | |
| UGI | D | 0.12% | |
| ASH | D | 0.12% | |
| LYFT | F | 0.12% | |
| W | D | 0.12% | |
| ATKR | F | 0.12% | |
| BC | F | 0.12% | |
| PATH | D | 0.12% | |
| OPCH | D | 0.12% | |
| EXLS | B | 0.12% | |
| NXST | C | 0.12% | |
| COKE | B | 0.12% | |
| AL | D | 0.12% | |
| EDR | A | 0.12% | |
| NFG | C | 0.12% | |
| AM | B | 0.12% | |
| AMG | C | 0.12% | |
| FLO | D | 0.11% | |
| JHG | A | 0.11% | |
| POR | D | 0.11% | |
| THG | C | 0.11% | |
| VAL | B | 0.11% | |
| ACLS | B | 0.11% | |
| IDA | D | 0.11% | |
| BILL | F | 0.11% | |
| VFC | D | 0.11% | |
| DLB | C | 0.11% | |
| EEFT | D | 0.11% | |
| POWI | F | 0.1% | |
| ASGN | D | 0.1% | |
| GBCI | C | 0.1% | |
| HOG | F | 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 | C | 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 | F | 0.09% | |
| BYD | F | 0.09% | |
| FFIN | C | 0.09% | |
| COTY | F | 0.09% | |
| HUN | D | 0.09% | |
| BKH | C | 0.09% | |
| CPRI | D | 0.09% | |
| AAP | F | 0.09% | |
| LANC | C | 0.09% | |
| AN | C | 0.09% | |
| IRDM | D | 0.08% | |
| BXMT | C | 0.08% | |
| TNET | F | 0.08% | |
| IAC | F | 0.08% | |
| RH | D | 0.08% | |
| DXC | C | 0.08% | |
| YETI | D | 0.08% | |
| PSN | B | 0.08% | |
| KRC | D | 0.08% | |
| MAN | D | 0.08% | |
| DV | D | 0.07% | |
| COLM | D | 0.07% | |
| SAM | C | 0.07% | |
| CNXC | C | 0.07% | |
| NVST | F | 0.07% | |
| VAC | F | 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 | D | 0.07% | |
| CACC | C | 0.07% | |
| NYCB | D | 0.06% | |
| IPGP | D | 0.06% | |
| BOKF | C | 0.06% | |
| NWL | F | 0.06% | |
| CLVT | F | 0.06% | |
| RCM | F | 0.06% | |
| AGL | D | 0.05% | |
| ALGM | C | 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 | D | 0.04% | |
| MP | D | 0.04% | |
| TDOC | F | 0.04% | |
| JOBY | F | 0.04% | |
| CNA | B | 0.03% | |
| INFA | B | 0.03% | |
| NFE | F | 0.03% | |
| TFSL | C | 0.02% | |
| FG | D | 0.02% | |
| SEB | F | 0.02% | |
| HTZ | F | 0.01% | |
| UHAL | D | 0.01% | |
| UI | B | 0.01% |
SCHM Underweight 72 Positions Relative to SPVU
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | -5.09% | |
| XOM | C | -5.08% | |
| BRK.A | C | -4.95% | |
| BAC | A | -4.92% | |
| CVX | C | -4.85% | |
| WFC | C | -4.23% | |
| T | B | -3.59% | |
| CMCSA | F | -3.27% | |
| VZ | B | -3.13% | |
| CVS | D | -2.95% | |
| C | B | -2.6% | |
| GM | B | -2.1% | |
| CI | D | -2.07% | |
| MPC | C | -1.97% | |
| VLO | C | -1.9% | |
| PSX | C | -1.87% | |
| F | B | -1.7% | |
| MCK | B | -1.49% | |
| AIG | C | -1.32% | |
| COF | C | -1.29% | |
| USB | C | -1.24% | |
| CNC | D | -1.24% | |
| FDX | A | -1.2% | |
| ADM | C | -1.18% | |
| EMR | C | -1.16% | |
| PNC | B | -1.14% | |
| HUM | C | -1.04% | |
| PRU | A | -0.93% | |
| DHI | D | -0.88% | |
| DAL | D | -0.88% | |
| KR | C | -0.88% | |
| NUE | D | -0.87% | |
| BK | A | -0.86% | |
| ACGL | B | -0.81% | |
| LEN | D | -0.8% | |
| CHTR | C | -0.66% | |
| KHC | D | -0.64% | |
| MTB | B | -0.63% | |
| HPE | B | -0.63% | |
| HIG | C | -0.62% | |
| VICI | D | -0.59% | |
| DVN | C | -0.58% | |
| UAL | D | -0.58% | |
| FANG | B | -0.58% | |
| APTV | F | -0.55% | |
| HPQ | B | -0.54% | |
| ED | D | -0.51% | |
| STT | C | -0.51% | |
| SYF | A | -0.48% | |
| FITB | C | -0.47% | |
| CINF | B | -0.47% | |
| PHM | D | -0.47% | |
| LYB | D | -0.47% | |
| ETR | D | -0.45% | |
| HBAN | C | -0.42% | |
| BAX | F | -0.42% | |
| BALL | D | -0.41% | |
| RF | B | -0.41% | |
| TSN | C | -0.39% | |
| CFG | B | -0.38% | |
| MOH | F | -0.36% | |
| BBY | B | -0.36% | |
| WBD | F | -0.34% | |
| PFG | D | -0.33% | |
| LUV | C | -0.32% | |
| KMX | B | -0.29% | |
| MOS | F | -0.29% | |
| WBA | F | -0.28% | |
| CAG | D | -0.28% | |
| EVRG | D | -0.22% | |
| FOXA | A | -0.19% | |
| BEN | F | -0.17% |
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
SPVU: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Health Care Plans
Insurance - Diversified
Airlines
Banks - Global
Oil & Gas E&P
Asset Management
Auto Parts
Farm Products
Insurance - Life
Oil & Gas Refining & Marketing
Residential Construction
Utilities - Regulated Electric
Agricultural Inputs
Auto Manufacturers
Chemicals
Credit Services
Entertainment
Insurance - Property & Casualty
Oil & Gas Integrated
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