ETF comparison
SCHM vs VTV
US Mid Cap vs US Value.
Holdings overlap
8 positions appear in both funds. Buying equal dollars of SCHM and VTV would leave roughly 0.5% 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 VTV.
Top shared holdings
8 shared in total| # | Holding | In SCHM | In VTV | Overlap |
|---|---|---|---|---|
| 1 | KeyCorp | 0.37% | 0.09% | 0.09% |
| 2 | Packaging Corp of America | 0.36% | 0.08% | 0.08% |
| 3 | Snap-on Inc | 0.36% | 0.08% | 0.08% |
| 4 | Loews Corp | 0.32% | 0.07% | 0.07% |
| 5 | Centene Corp | 0.52% | 0.06% | 0.06% |
| 6 | Steel Dynamics Inc | 0.66% | 0.06% | 0.06% |
| 7 | NiSource Inc | 0.41% | 0.04% | 0.04% |
| 8 | Alliant Energy Corp | 0.34% | 0.04% | 0.04% |
Only in SCHM
488 total- Sandisk Corp/DE 4.64%
- Ciena Corp 1.52%
- Bloom Energy Corp 1.36%
- Coherent Corp 1.26%
- Lumentum Holdings Inc 1.13%
- Flex Ltd 1.03%
- Revolution Medicines Inc 0.57%
- Tapestry Inc 0.55%
- Twilio Inc 0.54%
- Casey's General Stores Inc 0.53%
Only in VTV
300 total- Micron Technology Inc 4.87%
- JPMorgan Chase & Co 3.06%
- Berkshire Hathaway Inc 2.95%
- Johnson & Johnson 2.29%
- Exxon Mobil Corp 2.12%
- Walmart Inc 1.86%
- Caterpillar Inc 1.83%
- AbbVie Inc 1.66%
- Cisco Systems Inc 1.56%
- UnitedHealth Group Inc 1.41%
Related comparisons
More comparisons with SCHM
- SCHM vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 69.6%
- SCHM vs VB · Vanguard Morningstar Small-Cap ETF 57.2%
- 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%
More comparisons with VTV
- VTV vs FNDA · Schwab Fundamental U.S. Small Company ETF 0.4%
- VTV vs CALF · Pacer US Small Cap Cash Cows 100 ETF 0.3%
- VTV vs DON · WisdomTree U.S. MidCap Dividend Fund 0.2%
- VTV vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.1%
- VTV vs SMLF · iShares U.S. Small-Cap Equity Factor ETF 0.1%
- VTV vs VBK · Vanguard Morningstar Small-Cap Growth ETF 0.1%
Percentages are holdings overlap with the named fund.
Open SCHM or VTV 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.