SCHM vs. VOT
Compare and contrast key facts about Schwab US Mid-Cap ETF (SCHM) and Vanguard Mid-Cap Growth ETF (VOT).
SCHM and VOT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. VOT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Mid Cap Growth Index. It was launched on Aug 17, 2006. Both SCHM and VOT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCHM or VOT.
Key characteristics
| SCHM | VOT | |
|---|---|---|
| YTD Return | 3.01% | 3.00% |
| 1Y Return | 18.76% | 21.76% |
| 3Y Return (Ann) | 1.20% | 0.98% |
| 5Y Return (Ann) | 7.75% | 9.55% |
| 10Y Return (Ann) | 8.90% | 10.32% |
| Sharpe Ratio | 1.21 | 1.44 |
| Daily Std Dev | 15.24% | 14.70% |
| Max Drawdown | -42.43% | -60.17% |
| Current Drawdown | -5.03% | -13.49% |
Correlation
The correlation between SCHM and VOT is 0.93, 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. VOT - Performance Comparison
The year-to-date returns for both stocks are quite close, with SCHM having a 3.01% return and VOT slightly lower at 3.00%. Over the past 10 years, SCHM has underperformed VOT with an annualized return of 8.90%, while VOT has yielded a comparatively higher 10.32% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SCHM vs. VOT - Expense Ratio Comparison
SCHM has a 0.04% expense ratio, which is lower than VOT's 0.07% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SCHM vs. VOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab US Mid-Cap ETF (SCHM) and Vanguard Mid-Cap Growth ETF (VOT). 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.
Dividends
SCHM vs. VOT - Dividend Comparison
SCHM's dividend yield for the trailing twelve months is around 1.49%, more than VOT's 0.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHM Schwab US Mid-Cap ETF | 1.49% | 1.50% | 1.67% | 1.13% | 1.31% | 1.48% | 1.56% | 1.27% | 1.51% | 1.54% | 1.48% | 1.27% |
VOT Vanguard Mid-Cap Growth ETF | 0.71% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% | 0.79% | 0.61% |
Drawdowns
SCHM vs. VOT - Drawdown Comparison
The maximum SCHM drawdown since its inception was -42.43%, smaller than the maximum VOT drawdown of -60.17%. Use the drawdown chart below to compare losses from any high point for SCHM and VOT. For additional features, visit the drawdowns tool.
Volatility
SCHM vs. VOT - Volatility Comparison
The current volatility for Schwab US Mid-Cap ETF (SCHM) is 4.35%, while Vanguard Mid-Cap Growth ETF (VOT) has a volatility of 4.79%. This indicates that SCHM experiences smaller price fluctuations and is considered to be less risky than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.