ETF comparison
SCHM vs VB
US Mid Cap vs US Small Cap.
Schwab U.S. Mid-Cap ETF · Vanguard Morningstar Small-Cap ETF
Holdings overlap
479 positions appear in both funds. Buying equal dollars of SCHM and VB would leave roughly 57.2% 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 SCHM vs VB.
Top shared holdings
479 shared in total| # | Holding | In SCHM | In VB | Overlap |
|---|---|---|---|---|
| 1 | Revolution Medicines Inc | 0.57% | 0.46% | 0.46% |
| 2 | Twilio Inc | 0.54% | 0.38% | 0.38% |
| 3 | MKS Inc | 0.40% | 0.37% | 0.37% |
| 4 | Flex Ltd | 1.03% | 0.36% | 0.36% |
| 5 | Tapestry Inc | 0.55% | 0.36% | 0.36% |
| 6 | Casey's General Stores Inc | 0.53% | 0.36% | 0.36% |
| 7 | Carpenter Technology Corp | 0.43% | 0.35% | 0.35% |
| 8 | Curtiss-Wright Corp | 0.51% | 0.34% | 0.34% |
| 9 | FTAI Aviation Ltd | 0.50% | 0.34% | 0.34% |
| 10 | Entegris Inc | 0.39% | 0.33% | 0.33% |
| 11 | nVent Electric PLC | 0.50% | 0.33% | 0.33% |
| 12 | ATI Inc | 0.44% | 0.33% | 0.33% |
Only in SCHM
17 total- Sandisk Corp/DE 4.64%
- Ciena Corp 1.52%
- Bloom Energy Corp 1.36%
- Coherent Corp 1.26%
- Lumentum Holdings Inc 1.13%
- Royalty Pharma PLC 0.39%
- KeyCorp 0.37%
- Packaging Corp of America 0.36%
- Snap-on Inc 0.36%
- Loews Corp 0.32%
Only in VB
830 total- Credo Technology Group Holding Ltd 0.55%
- Jabil Inc 0.49%
- Astera Labs Inc 0.45%
- Natera Inc 0.45%
- EMCOR Group Inc 0.45%
- NRG Energy Inc 0.37%
- Atmos Energy Corp 0.35%
- Williams-Sonoma Inc 0.33%
- Illumina Inc 0.31%
- Everpure Inc 0.30%
Related comparisons
More comparisons with SCHM
- SCHM vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 54.6%
- 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%
More comparisons with VB
- VB vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 56.3%
- VB vs DFAS · U.S. Small Cap Portfolio-ETF Class Shares 51.3%
- VB vs SMLF · iShares U.S. Small-Cap Equity Factor ETF 49.8%
- VB vs VBK · Vanguard Morningstar Small-Cap Growth ETF 46.3%
- VB vs SCHA · Schwab U.S. Small-Cap ETF 46.0%
- VB vs IWR · iShares Russell Mid-Cap ETF 45.2%
Percentages are holdings overlap with the named fund.
Open SCHM or VB 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.