SCHM vs. SWMCX
Compare and contrast key facts about Schwab US Mid-Cap ETF (SCHM) and Schwab U.S. Mid-Cap Index Fund (SWMCX).
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. SWMCX is managed by Charles Schwab. It was launched on Dec 20, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCHM or SWMCX.
Correlation
The correlation between SCHM and SWMCX is 0.88, 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.
Performance
SCHM vs. SWMCX - Performance Comparison
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Key characteristics
SCHM:
0.29
SWMCX:
0.47
SCHM:
0.51
SWMCX:
0.76
SCHM:
1.07
SWMCX:
1.10
SCHM:
0.23
SWMCX:
0.40
SCHM:
0.74
SWMCX:
1.32
SCHM:
7.18%
SWMCX:
6.63%
SCHM:
21.57%
SWMCX:
19.84%
SCHM:
-42.43%
SWMCX:
-40.34%
SCHM:
-7.27%
SWMCX:
-5.49%
Returns By Period
In the year-to-date period, SCHM achieves a 0.25% return, which is significantly lower than SWMCX's 2.92% return.
SCHM
0.25%
13.06%
-2.44%
6.24%
10.79%
14.03%
9.68%
SWMCX
2.92%
12.73%
-1.41%
9.20%
11.13%
13.29%
N/A
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SCHM vs. SWMCX - Expense Ratio Comparison
Both SCHM and SWMCX have an expense ratio of 0.04%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
SCHM vs. SWMCX — Risk-Adjusted Performance Rank
SCHM
SWMCX
SCHM vs. SWMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab US Mid-Cap ETF (SCHM) and Schwab U.S. Mid-Cap Index Fund (SWMCX). 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.
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Dividends
SCHM vs. SWMCX - Dividend Comparison
SCHM's dividend yield for the trailing twelve months is around 1.40%, more than SWMCX's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHM Schwab US Mid-Cap ETF | 1.40% | 1.43% | 1.50% | 1.67% | 1.14% | 1.31% | 1.48% | 1.56% | 1.27% | 1.51% | 1.54% | 1.48% |
SWMCX Schwab U.S. Mid-Cap Index Fund | 1.38% | 1.42% | 1.49% | 1.50% | 1.00% | 1.45% | 1.40% | 1.17% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SCHM vs. SWMCX - Drawdown Comparison
The maximum SCHM drawdown since its inception was -42.43%, which is greater than SWMCX's maximum drawdown of -40.34%. Use the drawdown chart below to compare losses from any high point for SCHM and SWMCX. For additional features, visit the drawdowns tool.
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Volatility
SCHM vs. SWMCX - Volatility Comparison
Schwab US Mid-Cap ETF (SCHM) has a higher volatility of 6.03% compared to Schwab U.S. Mid-Cap Index Fund (SWMCX) at 5.68%. This indicates that SCHM's price experiences larger fluctuations and is considered to be riskier than SWMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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