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ETF comparison

SCHM vs VOT

Both US Mid Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
7.2 %

12 positions appear in both funds. Buying equal dollars of SCHM and VOT would leave roughly 7.2% of each dollar exposed to the same underlying securities.

SCHM unmatched 92.7% Shared 7.2% VOT unmatched 92.7%

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 SCHM only
484 positions
Shared
12 positions
In VOT only
110 positions

Side by side

SCHM

Schwab U.S. Mid-Cap ETF

Schwab · US Mid Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$14.32B
TTM yield
1.29%
Top-10 conc.
13.3%
VOT

Vanguard Morningstar Mid-Cap Growth ETF

Vanguard · US Mid Cap

93 composite / 100
Expense ratio
0.050%
Net assets
$33.19B
whole fund, 3 share classes
TTM yield
0.62%
Top-10 conc.
21.3%

Sub-score comparison

97
Cost
95
88
Tax efficiency
89
100
Liquidity
100
95
Concentration
84
—
Tracking quality
—
SCHM sub-score VOT

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

Cost difference

SCHM is 2 bps cheaper than VOT. On a $100,000 position that's about $20/yr more in fees for VOT.

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 VOT.

Top shared holdings

12 shared in total
# Holding In SCHM In VOT Overlap
1 Ciena Corp 1.52% 1.53% 1.52%
2 Bloom Energy Corp 1.36% 1.80% 1.36%
3 Coherent Corp 1.26% 1.70% 1.26%
4 Lumentum Holdings Inc 1.13% 1.47% 1.13%
5 Flex Ltd 1.03% 0.65% 0.65%
6 Texas Pacific Land Corp 0.42% 0.28% 0.28%
7 AST SpaceMobile Inc 0.52% 0.28% 0.28%
8 Burlington Stores Inc 0.37% 0.22% 0.22%
9 Tradeweb Markets Inc 0.22% 0.25% 0.22%
10 TKO Group Holdings Inc 0.25% 0.13% 0.13%
11 Cerebras Systems Inc 0.13% 0.15% 0.13%
12 Venture Global Inc 0.11% 0.03% 0.03%

Only in SCHM

484 total
  • Sandisk Corp/DE 4.64%
  • Steel Dynamics Inc 0.66%
  • Revolution Medicines Inc 0.57%
  • Tapestry Inc 0.55%
  • Twilio Inc 0.54%
  • Casey's General Stores Inc 0.53%
  • Centene Corp 0.52%
  • TechnipFMC PLC 0.51%
  • Curtiss-Wright Corp 0.51%
  • nVent Electric PLC 0.50%

Only in VOT

110 total
  • Vertiv Holdings Co 2.83%
  • Western Digital Corp 2.42%
  • Seagate Technology Holdings PLC 2.38%
  • Quanta Services Inc 2.38%
  • Howmet Aerospace Inc 2.37%
  • Datadog Inc 1.90%
  • Constellation Energy Corp 1.77%
  • Robinhood Markets Inc 1.75%
  • Cloudflare Inc 1.72%
  • Royal Caribbean Cruises Ltd 1.69%

Percentages are holdings overlap with the named fund.

Open SCHM or VOT 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.