Schwab US Mid-Cap ETF (SCHM) Alternatives
Schwab US Mid-Cap ETF (SCHM) belongs to the Mid Cap Growth Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with SCHM. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to SCHM
SCHM charges 0.04% annually. Among ETFs in the Mid Cap Growth Equities category, these options have the lowest expense ratios among SCHM alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| BNY Mellon US Mid Cap Core Equity ETF | 0.04% | Apr 9, 2020 | SCHM vs BKMC | |
| Vanguard Mid-Cap ETF | 0.04% | Jan 26, 2004 | SCHM vs VO | |
| iShares Morningstar Mid-Cap Growth ETF | 0.06% | Jun 28, 2004 | SCHM vs IMCG | |
| Vanguard Mid-Cap Growth ETF | 0.07% | Aug 17, 2006 | SCHM vs VOT | |
| SPDR S&P 400 Mid Cap Growth ETF | 0.15% | Nov 8, 2005 | SCHM vs MDYG |
Best Risk-Adjusted Alternatives to SCHM
Among ETFs in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SPDR Galaxy Transformative Tech Accelerators ETF | 91 | Sep 9, 2024 | SCHM vs TEKX | |
| ARK Autonomous Technology & Robotics ETF | 89 | Sep 30, 2014 | SCHM vs ARKQ | |
| Pinnacle Focused Opportunities ETF | 87 | Dec 28, 2022 | SCHM vs FCUS | |
| Invesco S&P MidCap Momentum ETF | 80 | Mar 3, 2005 | SCHM vs XMMO | |
| Inspire Faithward Mid Cap Momentum ESG ETF | 78 | Dec 7, 2020 | SCHM vs GLRY |
Top Performing SCHM Alternatives (YTD)
SCHM alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Pinnacle Focused Opportunities ETF | 14.56% | Dec 28, 2022 | SCHM vs FCUS | |
| Innovator IBD Breakout Opportunities ETF | 8.23% | Sep 13, 2018 | SCHM vs BOUT | |
| SoFi Next 500 ETF | 5.66% | Apr 11, 2019 | SCHM vs SFYX | |
| Invesco S&P MidCap Momentum ETF | 4.93% | Mar 3, 2005 | SCHM vs XMMO | |
| Alpha Architect U.S. Quantitative Momentum ETF | 4.62% | Dec 2, 2015 | SCHM vs QMOM |
Lowest Volatility Alternatives to SCHM
SCHM alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Timothy Plan Fund Timothy Plan US Large/Mid Cap Co... | 16.90% | Apr 29, 2019 | SCHM vs TPLC | |
| Vanguard Mid-Cap ETF | 17.57% | Jan 26, 2004 | SCHM vs VO | |
| iShares Russell Midcap ETF | 19.07% | Jul 17, 2001 | SCHM vs IWR | |
| John Hancock Multifactor Mid Cap ETF | 19.52% | Sep 28, 2015 | SCHM vs JHMM | |
| Argent Mid Cap ETF | 19.90% | Aug 17, 2022 | SCHM vs AMID |
Lowest Drawdown Alternatives to SCHM
SCHM alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Inspire Faithward Mid Cap Momentum ESG ETF | -10.93% | Dec 7, 2020 | SCHM vs GLRY | |
| Invesco Dorsey Wright Momentum ETF | -12.04% | Mar 1, 2007 | SCHM vs PDP | |
| Argent Mid Cap ETF | -12.31% | Aug 17, 2022 | SCHM vs AMID | |
| Timothy Plan Fund Timothy Plan US Large/Mid Cap Co... | -12.42% | Apr 29, 2019 | SCHM vs TPLC | |
| Vanguard Mid-Cap ETF | -12.74% | Jan 26, 2004 | SCHM vs VO |
Other ETFs from Charles Schwab
Most popular Charles Schwab ETFs on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | SCHM vs SCHD | |
| Schwab U.S. Large-Cap Growth ETF | Large Cap Growth Equities | 46 | -10.59% | Dec 11, 2009 | SCHM vs SCHG | |
| Schwab U.S. Large-Cap ETF | Large Cap Blend Equities | 64 | -4.45% | Nov 3, 2009 | SCHM vs SCHX | |
| Schwab U.S. Broad Market ETF | Large Cap Growth Equities | 65 | -4.05% | Nov 3, 2009 | SCHM vs SCHB | |
| Schwab International Equity ETF | Foreign Large Cap Equities | 87 | 2.95% | Nov 3, 2009 | SCHM vs SCHF | |
| Schwab International Dividend Equity ETF | Dividend, Foreign Large Cap Equities | 93 | 6.80% | Apr 29, 2021 | SCHM vs SCHY | |
| Schwab U.S. Large-Cap Value ETF | Large Cap Value Equities | 68 | 3.48% | Dec 11, 2009 | SCHM vs SCHV | |
| Schwab U.S. Small-Cap ETF | Small Cap Growth Equities | 70 | 2.24% | Nov 3, 2009 | SCHM vs SCHA | |
| Schwab US REIT ETF | REIT | 19 | 3.43% | Jan 13, 2011 | SCHM vs SCHH | |
| Schwab Fundamental U.S. Large Company Index ETF | Large Cap Blend Equities | 75 | 2.76% | Aug 15, 2013 | SCHM vs FNDX |
Often Compared With SCHM
What investors most often compare with SCHM, based on PortfoliosLab usage data.
Compare SCHM with Any Fund or Stock
Compare SCHM with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.