ETF comparison
SCHB vs SCHM
US Total Market vs US Mid Cap.
Holdings overlap
496 positions appear in both funds. Buying equal dollars of SCHB and SCHM would leave roughly 7.4% 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
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 SCHB vs SCHM.
Top shared holdings
496 shared in total| # | Holding | In SCHB | In SCHM | Overlap |
|---|---|---|---|---|
| 1 | Sandisk Corp/DE | 0.34% | 4.64% | 0.34% |
| 2 | Ciena Corp | 0.11% | 1.52% | 0.11% |
| 3 | Bloom Energy Corp | 0.10% | 1.36% | 0.10% |
| 4 | Coherent Corp | 0.09% | 1.26% | 0.09% |
| 5 | Lumentum Holdings Inc | 0.08% | 1.13% | 0.08% |
| 6 | Flex Ltd | 0.08% | 1.03% | 0.08% |
| 7 | Steel Dynamics Inc | 0.05% | 0.66% | 0.05% |
| 8 | Revolution Medicines Inc | 0.04% | 0.57% | 0.04% |
| 9 | Tapestry Inc | 0.04% | 0.55% | 0.04% |
| 10 | Twilio Inc | 0.04% | 0.54% | 0.04% |
| 11 | Casey's General Stores Inc | 0.04% | 0.53% | 0.04% |
| 12 | AST SpaceMobile Inc | 0.04% | 0.52% | 0.04% |
Only in SCHB
1,909 total- NVIDIA Corp 7.02%
- Apple Inc 6.26%
- Microsoft Corp 4.57%
- Amazon.com Inc 3.62%
- Alphabet Inc 3.03%
- Broadcom Inc 2.90%
- Alphabet Inc 2.41%
- Meta Platforms Inc 1.89%
- Tesla Inc 1.68%
- Micron Technology Inc 1.49%
Only in SCHM
0 totalEvery SCHM position is also held by SCHB.
Related comparisons
More comparisons with SCHB
- SCHB vs DFAS · U.S. Small Cap Portfolio-ETF Class Shares 7.3%
- SCHB vs IWP · iShares Russell Mid-Cap Growth ETF 7.2%
- SCHB vs SCHD · Schwab U.S. Dividend Equity ETF 7.1%
- SCHB vs COWZ · Pacer US Cash Cows 100 ETF 7.0%
- SCHB vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 7.0%
- SCHB vs SMLF · iShares U.S. Small-Cap Equity Factor ETF 6.9%
More comparisons with SCHM
- SCHM vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 7.2%
- SCHM vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 6.6%
- SCHM vs DGRO · iShares Core Dividend Growth ETF 5.5%
- SCHM vs VO · Vanguard Morningstar Mid-Cap ETF 5.1%
- SCHM vs IWM · iShares Russell 2000 ETF 5.0%
- SCHM vs IJR · iShares Core S&P Small-Cap ETF 4.7%
Percentages are holdings overlap with the named fund.
Open SCHB 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.