Schwab US Mid-Cap ETF (SCHM)
SCHM is a passive ETF by Charles Schwab tracking the investment results of the Dow Jones US Total Stock Market Mid-Cap. SCHM launched on Jan 13, 2011 and has a 0.04% expense ratio.
ETF Info
US8085245087
808524508
Jan 13, 2011
North America (U.S.)
1x
Dow Jones US Total Stock Market Mid-Cap
Mid-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Schwab US Mid-Cap ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Schwab US Mid-Cap ETF had a return of 17.92% year-to-date (YTD) and 29.69% in the last 12 months. Over the past 10 years, Schwab US Mid-Cap ETF had an annualized return of 10.86%, which was very close to the S&P 500 benchmark's annualized return of 11.16%.
SCHM
17.92%
5.17%
12.25%
29.69%
11.09%
10.86%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of SCHM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.65% | 5.20% | 4.83% | -6.14% | 3.82% | -1.59% | 4.33% | 0.53% | 2.18% | -0.57% | 17.92% | ||
| 2023 | 9.74% | -2.81% | -2.00% | -0.65% | -2.82% | 8.89% | 4.15% | -3.08% | -4.54% | -5.41% | 8.84% | 8.62% | 18.42% |
| 2022 | -7.11% | 0.48% | 1.75% | -7.54% | 0.06% | -10.19% | 10.31% | -2.73% | -9.69% | 8.94% | 5.94% | -5.60% | -16.69% |
| 2021 | 0.84% | 5.92% | 2.32% | 4.96% | -0.10% | 0.55% | -0.01% | 2.24% | -3.84% | 5.52% | -4.08% | 4.12% | 19.36% |
| 2020 | -1.25% | -8.86% | -21.74% | 14.23% | 7.50% | 2.61% | 5.09% | 3.78% | -2.25% | 1.24% | 15.22% | 6.91% | 18.01% |
| 2019 | 11.12% | 4.28% | 0.61% | 3.61% | -6.94% | 8.00% | 0.95% | -3.38% | 1.96% | 1.18% | 3.88% | 1.74% | 29.12% |
| 2018 | 3.42% | -4.17% | 0.48% | -0.27% | 3.41% | 1.39% | 2.06% | 4.36% | -0.07% | -8.85% | 2.28% | -10.66% | -7.71% |
| 2017 | 1.97% | 3.11% | 0.00% | 0.70% | -0.17% | 1.57% | 1.56% | -0.27% | 2.99% | 2.02% | 3.83% | 1.78% | 20.74% |
| 2016 | -6.99% | 1.10% | 8.25% | 1.45% | 2.36% | 0.37% | 4.21% | -0.27% | 0.64% | -3.17% | 6.24% | 1.42% | 15.77% |
| 2015 | -0.89% | 6.15% | 1.75% | -1.14% | 2.02% | -0.95% | 0.82% | -5.26% | -3.37% | 5.99% | 0.78% | -3.18% | 2.07% |
| 2014 | -1.85% | 5.74% | -0.25% | -1.32% | 1.86% | 4.12% | -3.90% | 4.89% | -4.27% | 3.15% | 1.71% | 1.28% | 11.10% |
| 2013 | 7.43% | 1.33% | 5.08% | 0.76% | 2.61% | -0.78% | 6.30% | -3.03% | 6.18% | 3.64% | 1.60% | 3.04% | 39.36% |
Expense Ratio
SCHM has an expense ratio of 0.04%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SCHM is 65, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Schwab US Mid-Cap ETF (SCHM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Schwab US Mid-Cap ETF provided a 2.84% dividend yield over the last twelve months, with an annual payout of $0.83 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.83 | $0.78 | $1.10 | $0.59 | $0.56 | $0.76 | $0.38 | $0.48 | $0.59 | $0.31 | $0.60 | $0.32 |
Dividend yield | 2.84% | 3.10% | 5.01% | 2.21% | 2.48% | 3.81% | 2.37% | 2.68% | 3.94% | 2.33% | 4.45% | 2.56% |
Monthly Dividends
The table displays the monthly dividend distributions for Schwab US Mid-Cap ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.49 | |
| 2023 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.34 | $0.78 |
| 2022 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.35 | $1.10 |
| 2021 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.36 | $0.59 |
| 2020 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.11 | $0.56 |
| 2019 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.31 | $0.76 |
| 2018 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.09 | $0.38 |
| 2017 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.25 | $0.48 |
| 2016 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.26 | $0.59 |
| 2015 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.31 |
| 2014 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.15 | $0.60 |
| 2013 | $0.10 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.32 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Schwab US Mid-Cap ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Schwab US Mid-Cap ETF was 42.43%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
The current Schwab US Mid-Cap ETF drawdown is 0.61%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.43% | Feb 21, 2020 | 22 | Mar 23, 2020 | 161 | Nov 9, 2020 | 183 |
| -26.37% | May 2, 2011 | 108 | Oct 3, 2011 | 111 | Mar 13, 2012 | 219 |
| -26.12% | Nov 17, 2021 | 146 | Jun 16, 2022 | 432 | Mar 7, 2024 | 578 |
| -22.21% | Sep 17, 2018 | 69 | Dec 24, 2018 | 82 | Apr 24, 2019 | 151 |
| -19.38% | Jun 24, 2015 | 161 | Feb 11, 2016 | 103 | Jul 11, 2016 | 264 |
Volatility
Volatility Chart
The current Schwab US Mid-Cap ETF volatility is 5.01%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.