SCHM vs SCHV
Schwab U.S. Mid-Cap ETF vs Schwab U.S. Large-Cap Value ETF
Last updated: 2026-04-10
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.
Schwab U.S. Large-Cap Value ETF (SCHV) is an exchange-traded fund issued by Schwab that provides exposure to large-cap U.S. value stocks trading at below-market valuations. It charges a very low expense ratio of 0.04%. The fund offers a moderate dividend yield of 1.90%. Launched in 2009, the fund has a 17-year track record.
Quick Verdict
Over the past year, SCHM has significantly outperformed with a 34.8% return vs 28.9%. Income investors may prefer SCHV for its higher yield (1.9% vs 1.4%).
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
0 of top 10 holdings overlap (0% overlap in top holdings)
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% |
SCHV Top Holdings
| Name | Weight |
|---|---|
| Berkshire Hathaway Inc.BRK.B | 3.09% |
| JPMorgan Chase & Co.JPM | 2.83% |
| Exxon Mobil CorporationXOM | 2.42% |
| Johnson & JohnsonJNJ | 2.03% |
| Walmart Inc.WMT | 1.89% |
| Micron Technology, Inc.MU | 1.50% |
| Chevron CorporationCVX | 1.33% |
| AbbVie Inc.ABBV | 1.29% |
| Caterpillar Inc.CAT | 1.19% |
| Bank of America CorporationBAC | 1.18% |
Which One Should You Choose?
Choose SCHM if...
recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.
Choose SCHV if...
you prioritize dividend income and want higher regular distributions from your portfolio.