ETF comparison
IVOOvsSCHM
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 roughly54.6%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost 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 Inc0.71%
- Illumina Inc0.71%
- TTM Technologies Inc0.51%
- SiTime Corp0.45%
- DigitalOcean Holdings Inc0.35%
- Hecla Mining Co0.34%
- Carlyle Group Inc/The0.34%
- Advanced Energy Industries Inc0.32%
- Arrowhead Pharmaceuticals Inc0.31%
- TransUnion0.30%
Only in SCHM
196 total- Sandisk Corp/DE4.64%
- Ciena Corp1.52%
- Bloom Energy Corp1.36%
- Coherent Corp1.26%
- Lumentum Holdings Inc1.13%
- Steel Dynamics Inc0.66%
- Revolution Medicines Inc0.57%
- Tapestry Inc0.55%
- Casey's General Stores Inc0.53%
- AST SpaceMobile Inc0.52%
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 methodologyand 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.