Skip to main content

ETF comparison

SCHA vs VO

US Small Cap vs US Mid Cap.

Schwab U.S. Small-Cap ETF · Vanguard Morningstar Mid-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.8 %

4 positions appear in both funds. Buying equal dollars of SCHA and VO would leave roughly 0.8% of each dollar exposed to the same underlying securities.

SCHA unmatched 99.0% Shared 0.8% VO unmatched 98.9%

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.

In SCHA only
1,701 positions
Shared
4 positions
In VO only
278 positions

Side by side

SCHA

Schwab U.S. Small-Cap ETF

Schwab · US Small Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$21.68B
TTM yield
1.13%
Top-10 conc.
10.5%
VO

Vanguard Morningstar Mid-Cap ETF

Vanguard · US Mid Cap

97 composite / 100
Expense ratio
0.030%
Net assets
$216.43B
whole fund, 5 share classes
TTM yield
1.00%
Top-10 conc.
9.5%

Sub-score comparison

97
Cost
97
88
Tax efficiency
89
100
Liquidity
100
99
Concentration
100
—
Tracking quality
—
SCHA sub-score VO

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

Expense ratios are effectively identical (0.030% vs 0.030%).

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 SCHA vs VO.

Top shared holdings

4 shared in total
# Holding In SCHA In VO Overlap
1 Lumentum Holdings Inc 1.29% 0.65% 0.65%
2 Rocket Cos Inc 0.30% 0.14% 0.14%
3 Symbotic Inc 0.06% 0.01% 0.01%
4 Venture Global Inc 0.12% 0.01% 0.01%

Only in SCHA

1,701 total
  • Sandisk Corp/DE 5.28%
  • Revolution Medicines Inc 0.65%
  • Sterling Infrastructure Inc 0.56%
  • ATI Inc 0.50%
  • MACOM Technology Solutions Holdings Inc 0.50%
  • Nextpower Inc 0.49%
  • MKS Inc 0.46%
  • Coeur Mining Inc 0.42%
  • TTM Technologies Inc 0.38%
  • EchoStar Corp 0.37%

Only in VO

278 total
  • Vertiv Holdings Co 1.22%
  • Western Digital Corp 1.06%
  • Seagate Technology Holdings PLC 1.05%
  • Quanta Services Inc 1.04%
  • Howmet Aerospace Inc 1.04%
  • Cummins Inc 0.95%
  • Datadog Inc 0.83%
  • Bloom Energy Corp 0.79%
  • Constellation Energy Corp 0.78%
  • Robinhood Markets Inc 0.77%

Percentages are holdings overlap with the named fund.

Open SCHA or VO 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.