Skip to Content
ETFs

Schwab U.S. Mid-Cap ETF

SCHM
$—
Today’s Change
— (—)

Snapshot
*

Inception Date
Jan 13, 2011
Expense Ratio
0.04%
Type
US Equities
Fund Owner
Schwab
Volume (1m avg. daily)
$18,848,499
AUM
$9,427,553,631
Associated Index
Dow Jones U.S. Mid-Cap Total Stock Market Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

DELL
Dell Technologies Inc - Ordinary Shares - Class C
0.49%
EG
Everest Group Ltd
0.47%
PTC
PTC Inc
0.46%
BG
Bunge Ltd.
0.46%
FDS
Factset Research Systems Inc.
0.46%
CBOE
Cboe Global Markets Inc.
0.46%
HUBB
Hubbell Inc.
0.46%
TYL
Tyler Technologies, Inc.
0.45%
BMRN
Biomarin Pharmaceutical Inc. - Registered Shares
0.45%
NTAP
Netapp Inc
0.45%
Invest with SCHM
Trade SCHM Options

What is SCHM?

The funds goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Mid-Cap Total Stock Market Index

1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade

SCHM
Performance Measures**

for the time period Jan 13, 2011 to Dec 4, 2025

Returns

1M Trailing Return: 3.8%

The percent change in the value over the most recent 1-month period.

3M Trailing Return: 2.5%

The percent change in the value over the most recent 3-month period.

Measures of Risk or Volatility

Max Drawdown: -42.4%

The greatest percent loss from peak to trough in value over the time period.

Standard Deviation: 19.6%

The typical amount that daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

Measures of Risk-Adjusted Performance

Sharpe Ratio: 0.61

The annualized arithmetic mean of the daily returns divided by the annualized standard deviation of the daily returns for the selected time period.

Calmar Ratio: 0.25

The annualized return divided by the max drawdown for the selected time period.

ETFs related toSCHM

ETFs correlated to SCHM include VB, BBMC, JHMM

SCHM
Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
VB
Vanguard Group, Inc. - Vanguard Small Cap ETF
BBMC
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
JHMM
John Hancock Investment Management LLC - John Hancock Multifactor Mid Cap ETF
SMMD
BlackRock Institutional Trust Company N.A. - iShares Russell 2500 ETF
IWR
BlackRock Institutional Trust Company N.A. - iShares Russell Mid-Cap ETF
SPMD
SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
IJH
BlackRock Institutional Trust Company N.A. - iShares Core S&P Mid-Cap ETF
MIDU
Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3x Shares
MDY
State Street Global Advisors - S&P MidCap 400 ETF
IVOO
Vanguard Group, Inc. - Vanguard S&P Mid-Cap 400 ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

FAQ

SCHM is a US Equities ETF. The funds goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Mid-Cap Total Stock Market Index

SCHM tracks the Dow Jones U.S. Mid-Cap Total Stock Market Index.

No, SCHM is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, SCHM is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on SCHM is -0.0231%. This is the percent change in the value of SCHM over the most recent 1-month period. The 3-month return on SCHM is -0.0098%. This is the percent change in the value of SCHM over the most recent 3-month period.

The standard deviation of SCHM for the past year is 0.1991%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to SCHM include IVV, VTI, and IJR.

ETFs correlated to SCHM include VB, BBMC, and JHMM.

ETFs that are inversely correlated to SCHM include TZA, RWM, and TWM.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.