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 a closer substitute for your current allocation.
Cheapest Alternatives to SCHM
SCHM charges 0.04% annually. No ETFs in the Mid Cap Growth Equities category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| BNY Mellon US Mid Cap Core Equity ETF | 0.04% | 649.75M | Apr 2020 | SCHM vs BKMC | |
| iShares Morningstar Mid-Cap Growth ETF | 0.06% | 3.75B | Jun 2004 | SCHM vs IMCG | |
| Vanguard Mid-Cap Growth ETF | 0.07% | 32.20B | Aug 2006 | SCHM vs VOT | |
| SPDR S&P 400 Mid Cap Growth ETF | 0.15% | 2.80B | Nov 2005 | SCHM vs MDYG | |
| iShares S&P MidCap 400 Growth ETF | 0.17% | 10.97B | Jul 2000 | SCHM vs IJK |
Best Risk-Adjusted Alternatives to SCHM
SCHM has a PortfoliosLab risk / return rank of 65. There are 3 ETFs in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Galaxy Transformative Tech Accelerators ETF | 94 | 11.43M | Sep 2024 | SCHM vs TEKX | |
| Pinnacle Focused Opportunities ETF | 81 | 86.69M | Dec 2022 | SCHM vs FCUS | |
| Invesco S&P MidCap Momentum ETF | 67 | 7.49B | Mar 2005 | SCHM vs XMMO | |
| SPDR S&P Kensho New Economies Composite ETF | 63 | 2.98B | Oct 2018 | SCHM vs KOMP | |
| First Trust Multi Cap Growth AlphaDEX Fund | 60 | 536.46M | May 2007 | SCHM vs FAD |
Top Performing SCHM Alternatives (YTD)
SCHM is at 19.05% YTD. There are 9 ETFs in the Mid Cap Growth Equities category with higher YTD returns, going as high as 81.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Galaxy Transformative Tech Accelerators ETF | 81.17% | 11.43M | Sep 2024 | SCHM vs TEKX | |
| Pinnacle Focused Opportunities ETF | 48.72% | 86.69M | Dec 2022 | SCHM vs FCUS | |
| Innovator IBD Breakout Opportunities ETF | 31.40% | 15.73M | Sep 2018 | SCHM vs BOUT | |
| Renaissance IPO ETF | 26.20% | 159.56M | Oct 2013 | SCHM vs IPO | |
| SPDR S&P Kensho New Economies Composite ETF | 26.19% | 2.98B | Oct 2018 | SCHM vs KOMP |
Lowest Volatility Alternatives to SCHM
SCHM has 15.62% 1-year volatility. There are 9 ETFs in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Timothy Plan Fund Timothy Plan US Large/Mid Cap Co... | 11.50% | 310.95M | Apr 2019 | SCHM vs TPLC | |
| Fidelity Enhanced Mid Cap Growth ETF | 12.04% | 6.21M | Apr 2026 | SCHM vs FEMG | |
| iShares Russell Midcap ETF | 13.38% | 54.80B | Jul 2001 | SCHM vs IWR | |
| Invesco ESG NASDAQ Next Gen 100 ETF | 14.06% | 6.67M | Oct 2021 | SCHM vs QQJG | |
| John Hancock Multifactor Mid Cap ETF | 14.11% | 5.58B | Sep 2015 | SCHM vs JHMM |
Lowest Drawdown Alternatives to SCHM
SCHM has a 1-year max drawdown of -9.32%. There are 5 ETFs in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.58%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Timothy Plan Fund Timothy Plan US Large/Mid Cap Co... | -7.58% | 310.95M | Apr 2019 | SCHM vs TPLC | |
| Invesco ESG NASDAQ Next Gen 100 ETF | -7.93% | 6.67M | Oct 2021 | SCHM vs QQJG | |
| iShares Russell Midcap ETF | -8.17% | 54.80B | Jul 2001 | SCHM vs IWR | |
| Invesco S&P MidCap Momentum ETF | -8.34% | 7.49B | Mar 2005 | SCHM vs XMMO | |
| John Hancock Multifactor Mid Cap ETF | -8.64% | 5.58B | Sep 2015 | SCHM vs JHMM |
Other ETFs from Charles Schwab
The 10 most viewed Charles Schwab ETFs shown here include SCHD, SCHG, SCHX and span 6 categories. AUM among these funds goes as high as $95B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF | Dividend | 80 | 19.01% | 94.95B | Oct 2011 | SCHM vs SCHD | |
| Schwab U.S. Large-Cap Growth ETF | Large Cap Growth Equities | 39 | 6.42% | 61.08B | Dec 2009 | SCHM vs SCHG | |
| Schwab U.S. Large-Cap ETF | Large Cap Blend Equities | 67 | 10.72% | 72.63B | Nov 2009 | SCHM vs SCHX | |
| Schwab U.S. Broad Market ETF | Large Cap Blend Equities | 68 | 11.28% | 43.31B | Nov 2009 | SCHM vs SCHB | |
| Schwab International Equity ETF | Foreign Large Cap Equities | 59 | 15.56% | 66.49B | Nov 2009 | SCHM vs SCHF | |
| Schwab International Dividend Equity ETF | Dividend, Foreign Large Cap Equities | 51 | 7.94% | 2.27B | Apr 2021 | SCHM vs SCHY | |
| Schwab U.S. Large-Cap Value ETF | Large Cap Value Equities | 81 | 15.39% | 15.54B | Dec 2009 | SCHM vs SCHV | |
| Schwab Fundamental U.S. Large Company Index ETF | Large Cap Value Equities | 90 | 14.57% | 25.47B | Aug 2013 | SCHM vs FNDX | |
| Schwab U.S. Small-Cap ETF | Small Cap Growth Equities | 71 | 19.79% | 22.78B | Nov 2009 | SCHM vs SCHA | |
| Schwab Fundamental International Large Company Ind... | Foreign Large Cap Equities | 84 | 21.21% | 24.55B | Aug 2013 | SCHM vs FNDF |
Often Compared With SCHM
Investors most often compare SCHM with VO, VOO, IJH. These 20 comparison targets span 9 categories, 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.
Pair SCHM with funds that move differently
Schwab US Mid-Cap ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SCHM.
Explore SCHM Diversifiers