SCHA vs SCHM
Schwab U.S. Small-Cap ETF vs Schwab U.S. Mid-Cap ETF
Last updated: 2026-04-10
Schwab U.S. Small-Cap ETF (SCHA) is an exchange-traded fund issued by Schwab that provides exposure to small-cap U.S. equities with higher growth potential and volatility. It charges a very low expense ratio of 0.04%. The fund offers a moderate dividend yield of 1.11%. Launched in 2009, the fund has a 17-year track record.
Schwab U.S. Mid-Cap ETF (SCHM) is an exchange-traded fund issued by Schwab that provides exposure to mid-cap U.S. companies balancing growth potential and stability. It charges a very low expense ratio of 0.04%. The fund offers a moderate dividend yield of 1.35%. Launched in 2011, the fund has a 15-year track record.
Quick Verdict
Over the past year, SCHA has significantly outperformed with a 43.7% return vs 34.8%.
Key Metrics
Performance Chart
Indexed to 100 at start (5-year comparison)
Performance Comparison
Fee Impact Over Time
Estimated fee cost difference assuming 8% annual returns
Risk Metrics
Based on 5 years of daily returns
Dividend Comparison
Top Holdings
2 of top 10 holdings overlap (20% overlap in top holdings)
SCHA Top Holdings
| Name | Weight |
|---|---|
| Sandisk CorporationSNDK | 2.51% |
| Lumentum Holdings Inc.LITE | 1.39% |
| ATI Inc.ATI | 0.48% |
| Coeur Mining, Inc.CDE | 0.47% |
| Revolution Medicines, Inc.RVMD | 0.42% |
| EchoStar CorporationSATS | 0.40% |
| Nextpower Inc.NXT | 0.39% |
| MKS Inc.MKSI | 0.38% |
| MACOM Technology Solutions Holdings, Inc.MTSI | 0.37% |
| Rocket Companies, Inc.RKT | 0.34% |
SCHM Top Holdings
| Name | Weight |
|---|---|
| Sandisk CorporationSNDK | 2.21% |
| Ciena CorporationCIEN | 1.27% |
| Lumentum Holdings Inc.LITE | 1.14% |
| Coherent Corp.COHR | 0.98% |
| Bloom Energy CorporationBE | 0.72% |
| Tapestry, Inc.TPR | 0.60% |
| TechnipFMC plcFTI | 0.60% |
| Casey's General Stores, Inc.CASY | 0.57% |
| Texas Pacific Land CorporationTPL | 0.54% |
| Curtiss-Wright CorporationCW | 0.53% |
Which One Should You Choose?
Choose SCHA if...
recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.