ETF comparison
IVOO vs SCHM
Both US Mid Cap.
Vanguard S&P Mid-Cap 400 Index Fund ETF Shares · Schwab U.S. Mid-Cap ETF
Holdings overlap
301 positions appear in both funds. Buying equal dollars of IVOO and SCHM would leave roughly 54.6% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHM is 4 bps cheaper than IVOO. On a $100,000 position that's about $40/yr more in fees for IVOO.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IVOO vs SCHM.
Top shared holdings
301 shared in total| # | Holding | In IVOO | In SCHM | Overlap |
|---|---|---|---|---|
| 1 | Flex Ltd | 1.58% | 1.03% | 1.03% |
| 2 | Twilio Inc | 0.82% | 0.54% | 0.54% |
| 3 | TechnipFMC PLC | 0.79% | 0.51% | 0.51% |
| 4 | Curtiss-Wright Corp | 0.79% | 0.51% | 0.51% |
| 5 | nVent Electric PLC | 0.77% | 0.50% | 0.50% |
| 6 | Sterling Infrastructure Inc | 0.75% | 0.49% | 0.49% |
| 7 | XPO Inc | 0.72% | 0.47% | 0.47% |
| 8 | United Therapeutics Corp | 0.68% | 0.44% | 0.44% |
| 9 | ATI Inc | 0.68% | 0.44% | 0.44% |
| 10 | MACOM Technology Solutions Holdings Inc | 0.67% | 0.44% | 0.44% |
| 11 | Fabrinet | 0.67% | 0.43% | 0.43% |
| 12 | Carpenter Technology Corp | 0.67% | 0.43% | 0.43% |
Only in IVOO
99 total- Everpure Inc 0.71%
- Illumina Inc 0.71%
- TTM Technologies Inc 0.51%
- SiTime Corp 0.45%
- DigitalOcean Holdings Inc 0.35%
- Hecla Mining Co 0.34%
- Carlyle Group Inc/The 0.34%
- Advanced Energy Industries Inc 0.32%
- Arrowhead Pharmaceuticals Inc 0.31%
- TransUnion 0.30%
Only in SCHM
195 total- Sandisk Corp/DE 4.64%
- Ciena Corp 1.52%
- Bloom Energy Corp 1.36%
- Coherent Corp 1.26%
- Lumentum Holdings Inc 1.13%
- Steel Dynamics Inc 0.66%
- Revolution Medicines Inc 0.57%
- Tapestry Inc 0.55%
- Casey's General Stores Inc 0.53%
- AST SpaceMobile Inc 0.52%
Related comparisons
More comparisons with IVOO
- IVOO vs VB · Vanguard Morningstar Small-Cap ETF 43.0%
- IVOO vs AVMV · Avantis U.S. Mid Cap Value ETF 26.3%
- IVOO vs IWS · iShares Russell Mid-Cap Value ETF 24.2%
- IVOO vs IWR · iShares Russell Mid-Cap ETF 22.8%
- IVOO vs IWP · iShares Russell Mid-Cap Growth ETF 18.1%
- IVOO vs IWM · iShares Russell 2000 ETF 11.1%
More comparisons with SCHM
- SCHM vs IJH · iShares Core S&P Mid-Cap ETF 54.2%
- SCHM vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 54.2%
- SCHM vs MDY · State Street SPDR S&P MIDCAP 400 ETF Trust 51.1%
- SCHM vs IWS · iShares Russell Mid-Cap Value ETF 36.7%
- SCHM vs IJK · iShares S&P Mid-Cap 400 Growth ETF 36.3%
- SCHM vs IJJ · iShares S&P Mid-Cap 400 Value ETF 35.4%
Percentages are holdings overlap with the named fund.
Open IVOO or SCHM at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.