SCHM vs. VOT ETF Comparison

Comparison of Schwab U.S. Mid Cap ETF (SCHM) to Vanguard Mid-Cap Growth ETF - DNQ (VOT)
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
VOT

Vanguard Mid-Cap Growth ETF - DNQ

VOT Description The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization growth stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Growth Index, a broadly diversified index of growth stocks of mid-size U.S. companies. 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

$268.67

Average Daily Volume

149,360

Number of Holdings *

135

* may have additional holdings in another (foreign) market
Performance
Period SCHM VOT
30 Days 7.19% 8.84%
60 Days 7.68% 11.11%
90 Days 9.43% 13.41%
12 Months 31.37% 34.01%
18 Overlapping Holdings
Symbol Grade Weight in SCHM Weight in VOT Overlap
ALB C 0.27% 0.07% 0.07%
BMRN D 0.27% 0.33% 0.27%
BSY D 0.16% 0.21% 0.16%
BURL A 0.38% 0.42% 0.38%
EQT B 0.56% 0.29% 0.29%
FDS B 0.41% 0.46% 0.41%
IBKR A 0.43% 0.42% 0.42%
INCY C 0.27% 0.16% 0.16%
MRO B 0.35% 0.21% 0.21%
OKTA C 0.26% 0.31% 0.26%
PINS D 0.38% 0.51% 0.38%
PODD C 0.4% 0.22% 0.22%
POOL C 0.3% 0.17% 0.17%
SNAP C 0.25% 0.34% 0.25%
TPL A 0.57% 0.3% 0.3%
TRMB B 0.38% 0.2% 0.2%
TW A 0.33% 0.39% 0.33%
UDR B 0.29% 0.09% 0.09%
SCHM Overweight 460 Positions Relative to VOT
Symbol Grade Weight
UAL A 0.66%
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%
DKNG B 0.43%
SNA A 0.42%
NRG B 0.42%
NTRA B 0.4%
WSO A 0.4%
RPM A 0.39%
PNR A 0.39%
KEY B 0.39%
XPO B 0.38%
NTNX A 0.38%
RS B 0.38%
RBA A 0.38%
MAS D 0.38%
IEX B 0.38%
TOST B 0.37%
MANH D 0.37%
KIM A 0.37%
WSM B 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%
TOL B 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%
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%
EWBC A 0.32%
ACM A 0.32%
NWSA B 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%
TPR B 0.29%
TXRH C 0.29%
ELS C 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%
NVT B 0.27%
HST C 0.27%
ALLE D 0.27%
KMX B 0.27%
WPC D 0.27%
SCI B 0.27%
JLL D 0.27%
DUOL A 0.26%
BWXT B 0.26%
OVV B 0.26%
BJ A 0.26%
NCLH 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%
EMN D 0.26%
ATR B 0.25%
LAMR D 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%
DKS C 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%
FND C 0.24%
TTEK F 0.24%
IPG D 0.23%
CHDN B 0.23%
AIT A 0.23%
WBS A 0.23%
KNSL B 0.23%
GME C 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%
ARMK B 0.22%
WAL B 0.22%
MUSA A 0.22%
MKTX D 0.22%
LAD A 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%
LKQ D 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%
WING D 0.21%
BRBR A 0.21%
SOLV C 0.21%
PR B 0.21%
TPX B 0.21%
AAL 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%
RL B 0.19%
EGP F 0.19%
CHE D 0.19%
HRB 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%
WYNN D 0.19%
CPB D 0.19%
APG B 0.19%
FRT B 0.19%
PCTY B 0.19%
NYT C 0.19%
OGE B 0.19%
MGM D 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%
TKO B 0.18%
IVZ B 0.18%
CZR F 0.18%
X C 0.18%
VOYA B 0.18%
SNV B 0.18%
SKX D 0.18%
CE F 0.18%
PLNT A 0.18%
SSB B 0.18%
RRC B 0.18%
ENSG D 0.18%
HAS D 0.18%
CNM D 0.18%
ITCI C 0.18%
APA D 0.18%
BILL A 0.18%
LNW D 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%
WH 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%
BWA 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%
BBWI D 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%
EXLS B 0.16%
OLED D 0.16%
RIVN F 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%
LYFT C 0.15%
STAG F 0.15%
MTN C 0.15%
AXS A 0.15%
PARA C 0.15%
VFC C 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%
UHAL D 0.15%
ALK C 0.15%
CMC B 0.15%
DINO D 0.15%
DAR C 0.15%
ELF C 0.15%
H B 0.15%
FCN D 0.15%
ELAN D 0.15%
BPOP B 0.15%
FR C 0.15%
GNTX C 0.15%
GTLS B 0.15%
ATI D 0.15%
BIO D 0.14%
WHR B 0.14%
STWD C 0.14%
QRVO F 0.14%
IDA A 0.14%
SAIC F 0.14%
NOV C 0.14%
SITE D 0.14%
MAT D 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%
SIRI C 0.13%
ETSY D 0.13%
COLD D 0.13%
PVH C 0.13%
HALO F 0.13%
SUM B 0.13%
CROX D 0.13%
THO 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%
BFAM D 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%
LEA D 0.12%
IONS F 0.12%
VVV 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%
OLLI D 0.12%
MMS F 0.11%
GAP C 0.11%
VLY B 0.11%
POR C 0.11%
FIVE F 0.11%
ST F 0.11%
TKR D 0.11%
HXL D 0.11%
OLN D 0.11%
ROIV C 0.11%
NXST C 0.11%
SON D 0.11%
BYD C 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%
AN C 0.1%
BKH A 0.1%
PSN D 0.1%
MUR D 0.1%
CIVI D 0.1%
ALKS B 0.1%
RH B 0.1%
OGN D 0.09%
HOG 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%
PII D 0.08%
ACHC F 0.08%
WU D 0.08%
XRAY F 0.08%
W F 0.08%
OPCH D 0.08%
MDU D 0.08%
ASH D 0.08%
DNB B 0.08%
ALGM D 0.07%
PAG B 0.07%
PBF D 0.07%
VAL D 0.07%
RIG D 0.07%
CHH A 0.07%
IAC D 0.07%
AGR B 0.06%
SMMT D 0.06%
BOKF B 0.06%
COTY F 0.06%
ADTN A 0.06%
COLM B 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%
LCID 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 117 Positions Relative to VOT
Symbol Grade Weight
PLTR B -2.25%
CEG D -2.21%
WELL A -2.19%
APH A -2.15%
MSI B -2.0%
CTAS B -1.88%
TDG D -1.85%
APO B -1.52%
TTD B -1.43%
O D -1.38%
DASH A -1.35%
GWW B -1.3%
FICO B -1.24%
WCN A -1.21%
RCL A -1.2%
CPRT A -1.19%
FAST B -1.19%
PWR A -1.18%
MSCI C -1.14%
VST B -1.14%
AME A -1.13%
HWM A -1.08%
SQ B -1.07%
VRT B -1.04%
VRSK A -1.04%
ODFL B -1.03%
A D -1.01%
DDOG A -0.99%
HES B -0.99%
IT C -0.98%
YUM B -0.98%
VMC B -0.96%
MLM B -0.96%
RMD C -0.95%
IQV D -0.95%
MPWR F -0.94%
COIN C -0.92%
EXR D -0.92%
MRVL B -0.92%
ALNY D -0.91%
FANG D -0.9%
LULU C -0.9%
IDXX F -0.89%
EFX F -0.87%
VEEV C -0.81%
TEAM A -0.8%
ON D -0.8%
XYL D -0.79%
ARES A -0.79%
CSGP D -0.79%
HLT A -0.77%
TSCO D -0.76%
ANSS B -0.75%
DXCM D -0.75%
RBLX C -0.74%
MTD D -0.73%
TTWO A -0.72%
HUBS A -0.72%
HSY F -0.7%
TYL B -0.69%
AZO C -0.68%
NET B -0.67%
SBAC D -0.66%
CHD B -0.65%
BR A -0.65%
BRO B -0.64%
VLTO D -0.64%
FTNT C -0.64%
DVN F -0.64%
GDDY A -0.63%
ILMN D -0.61%
WST C -0.59%
CPAY A -0.58%
TDY B -0.57%
MSTR C -0.57%
CCL B -0.56%
LPLA A -0.56%
STX D -0.56%
GEV B -0.55%
EW C -0.54%
FSLR F -0.53%
IR B -0.52%
EXPE B -0.52%
MCHP D -0.52%
LYV A -0.51%
LVS C -0.51%
WAT B -0.51%
MRNA F -0.5%
MOH F -0.5%
MDB C -0.5%
APP B -0.5%
INVH D -0.49%
TRGP B -0.49%
ULTA F -0.47%
SNOW C -0.46%
TER D -0.46%
CTRA B -0.45%
ZS C -0.44%
SUI D -0.44%
APTV D -0.4%
ROK B -0.4%
SMCI F -0.39%
ALGN D -0.39%
VRSN F -0.39%
JBHT C -0.39%
HEI B -0.38%
NVR D -0.36%
ROL B -0.36%
DPZ C -0.3%
STE F -0.29%
HAL C -0.29%
ENPH F -0.28%
HEI B -0.27%
TRU D -0.26%
MKL A -0.25%
WMG C -0.11%
RKT F -0.06%
Compare ETFs