SCHM vs. PKSFX
Compare and contrast key facts about Schwab US Mid-Cap ETF (SCHM) and Virtus KAR Small-Cap Core Fund (PKSFX).
SCHM is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones US Total Stock Market Mid-Cap. It was launched on Jan 13, 2011. PKSFX is managed by Virtus. It was launched on Oct 18, 1996.
Performance
SCHM vs. PKSFX - Performance Comparison
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SCHM vs. PKSFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCHM Schwab US Mid-Cap ETF | 4.18% | 10.17% | 11.98% | 16.69% | -17.07% | 19.36% | 15.26% | 27.48% | -8.77% | 19.60% |
PKSFX Virtus KAR Small-Cap Core Fund | 1.54% | -2.58% | 13.67% | 32.32% | -10.77% | 19.03% | 21.38% | 40.21% | -1.99% | 34.98% |
Returns By Period
In the year-to-date period, SCHM achieves a 4.18% return, which is significantly higher than PKSFX's 1.54% return. Over the past 10 years, SCHM has underperformed PKSFX with an annualized return of 10.30%, while PKSFX has yielded a comparatively higher 14.98% annualized return.
SCHM
- 1D
- 0.94%
- 1M
- -5.24%
- YTD
- 4.18%
- 6M
- 5.69%
- 1Y
- 20.54%
- 3Y*
- 13.06%
- 5Y*
- 6.01%
- 10Y*
- 10.30%
PKSFX
- 1D
- 2.07%
- 1M
- -6.10%
- YTD
- 1.54%
- 6M
- 1.60%
- 1Y
- 3.79%
- 3Y*
- 10.39%
- 5Y*
- 7.79%
- 10Y*
- 14.98%
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SCHM vs. PKSFX - Expense Ratio Comparison
SCHM has a 0.04% expense ratio, which is lower than PKSFX's 1.00% expense ratio.
Return for Risk
SCHM vs. PKSFX — Risk / Return Rank
SCHM
PKSFX
SCHM vs. PKSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab US Mid-Cap ETF (SCHM) and Virtus KAR Small-Cap Core Fund (PKSFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SCHM | PKSFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.23 | +0.75 |
Sortino ratioReturn per unit of downside risk | 1.49 | 0.48 | +1.00 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.06 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 0.42 | +1.07 |
Martin ratioReturn relative to average drawdown | 6.50 | 0.95 | +5.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SCHM | PKSFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.23 | +0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.44 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.80 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.56 | -0.01 |
Correlation
The correlation between SCHM and PKSFX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SCHM vs. PKSFX - Dividend Comparison
SCHM's dividend yield for the trailing twelve months is around 1.40%, less than PKSFX's 14.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHM Schwab US Mid-Cap ETF | 1.40% | 1.46% | 1.43% | 1.50% | 1.67% | 1.13% | 1.31% | 1.48% | 1.56% | 1.27% | 1.51% | 1.54% |
PKSFX Virtus KAR Small-Cap Core Fund | 14.08% | 14.30% | 4.07% | 4.12% | 6.65% | 12.05% | 7.45% | 4.03% | 4.33% | 0.17% | 5.69% | 19.83% |
Drawdowns
SCHM vs. PKSFX - Drawdown Comparison
The maximum SCHM drawdown since its inception was -42.43%, smaller than the maximum PKSFX drawdown of -54.46%. Use the drawdown chart below to compare losses from any high point for SCHM and PKSFX.
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Drawdown Indicators
| SCHM | PKSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.43% | -54.46% | +12.03% |
Max Drawdown (1Y)Largest decline over 1 year | -14.16% | -11.21% | -2.95% |
Max Drawdown (5Y)Largest decline over 5 years | -26.46% | -22.02% | -4.44% |
Max Drawdown (10Y)Largest decline over 10 years | -42.43% | -33.45% | -8.98% |
Current DrawdownCurrent decline from peak | -5.44% | -9.42% | +3.98% |
Average DrawdownAverage peak-to-trough decline | -5.71% | -7.17% | +1.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 4.96% | -1.72% |
Volatility
SCHM vs. PKSFX - Volatility Comparison
Schwab US Mid-Cap ETF (SCHM) has a higher volatility of 6.80% compared to Virtus KAR Small-Cap Core Fund (PKSFX) at 4.62%. This indicates that SCHM's price experiences larger fluctuations and is considered to be riskier than PKSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCHM | PKSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.80% | 4.62% | +2.18% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 11.11% | +0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.15% | 18.95% | +2.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.51% | 17.90% | +1.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.41% | 18.79% | +1.62% |