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
ISIN | US8085245087 |
---|---|
CUSIP | 808524508 |
Issuer | Charles Schwab |
Inception Date | Jan 13, 2011 |
Region | North America (U.S.) |
Category | Mid Cap Growth Equities |
Index Tracked | Dow Jones US Total Stock Market Mid-Cap |
Home Page | www.schwabassetmanagement.com |
Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Blend |
Expense Ratio
The Schwab US Mid-Cap ETF has an expense ratio of 0.04% which is considered to be low.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: SCHM vs. VO, SCHM vs. IJH, SCHM vs. IMCG, SCHM vs. IWR, SCHM vs. SPMD, SCHM vs. VOT, SCHM vs. VOO, SCHM vs. USMF, SCHM vs. SCHX, SCHM vs. SCHA
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 2.94% year-to-date (YTD) and 16.16% in the last 12 months. Over the past 10 years, Schwab US Mid-Cap ETF had an annualized return of 9.04%, while the S&P 500 had an annualized return of 10.55%, indicating that Schwab US Mid-Cap ETF did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 2.94% | 6.30% |
1 month | -3.50% | -3.13% |
6 months | 20.47% | 19.37% |
1 year | 16.16% | 22.56% |
5 years (annualized) | 7.96% | 11.65% |
10 years (annualized) | 9.04% | 10.55% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -1.65% | 5.20% | 4.83% | |||||||||
2023 | -5.25% | -5.41% | 8.84% | 8.62% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Schwab US Mid-Cap ETF(SCHM)
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 granted a 1.49% dividend yield in the last twelve months. The annual payout for that period amounted to $1.15 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $1.15 | $1.13 | $1.09 | $0.91 | $0.89 | $0.89 | $0.75 | $0.68 | $0.68 | $0.62 | $0.60 | $0.48 |
Dividend yield | 1.49% | 1.50% | 1.67% | 1.13% | 1.31% | 1.48% | 1.56% | 1.27% | 1.51% | 1.54% | 1.48% | 1.27% |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.26 | |||||||||
2023 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.34 |
2022 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.35 |
2021 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.36 |
2020 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.33 |
2019 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.31 |
2018 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.26 |
2017 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.25 |
2016 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.26 |
2015 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.17 |
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 |
2013 | $0.10 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 5.10%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-42.43% | Feb 21, 2020 | 22 | Mar 23, 2020 | 161 | Nov 9, 2020 | 183 |
-26.46% | Nov 17, 2021 | 146 | Jun 16, 2022 | 442 | Mar 21, 2024 | 588 |
-26.38% | May 2, 2011 | 108 | Oct 3, 2011 | 111 | Mar 13, 2012 | 219 |
-22.73% | Sep 17, 2018 | 69 | Dec 24, 2018 | 132 | Jul 5, 2019 | 201 |
-19.98% | Jun 24, 2015 | 161 | Feb 11, 2016 | 104 | Jul 12, 2016 | 265 |
Volatility
Volatility Chart
The current Schwab US Mid-Cap ETF volatility is 4.13%, 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.