ETF comparison
IVOO vs SCHM
Both US Mid Cap.
Vanguard S&P Mid-Cap 400 Index Fund ETF Shares · Schwab U.S. Mid-Cap ETF
Holdings overlap
301 positions appear in both funds. Buying equal dollars of IVOO and SCHM would leave roughly 58.1% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHM is 4 bps cheaper than IVOO. On a $100,000 position that's about $40/yr more in fees for IVOO.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IVOO vs SCHM.
Top shared holdings
301 shared in total| # | Holding | In IVOO | In SCHM | Overlap |
|---|---|---|---|---|
| 1 | Lumentum Holdings Inc | 1.44% | 0.98% | 0.98% |
| 2 | Coherent Corp | 1.18% | 0.81% | 0.81% |
| 3 | TechnipFMC PLC | 0.78% | 0.53% | 0.53% |
| 4 | Curtiss-Wright Corp | 0.75% | 0.51% | 0.51% |
| 5 | Casey's General Stores Inc | 0.74% | 0.50% | 0.50% |
| 6 | XPO Inc | 0.72% | 0.49% | 0.49% |
| 7 | Royal Gold Inc | 0.70% | 0.48% | 0.48% |
| 8 | Flex Ltd | 0.68% | 0.46% | 0.46% |
| 9 | Woodward Inc | 0.67% | 0.46% | 0.46% |
| 10 | ATI Inc | 0.64% | 0.44% | 0.44% |
| 11 | United Therapeutics Corp | 0.63% | 0.43% | 0.43% |
| 12 | US Foods Holding Corp | 0.62% | 0.43% | 0.43% |
Only in IVOO
101 total- Illumina Inc 0.60%
- Pure Storage Inc 0.58%
- Hecla Mining Co 0.48%
- EchoStar Corp 0.45%
- Carlyle Group Inc/The 0.39%
- Advanced Energy Industries Inc 0.37%
- TransUnion 0.34%
- TTM Technologies Inc 0.31%
- American Healthcare REIT Inc 0.27%
- Arrowhead Pharmaceuticals Inc 0.25%
Only in SCHM
196 total- Sandisk Corp/DE 1.86%
- Ciena Corp 0.97%
- Bloom Energy Corp 0.67%
- Tapestry Inc 0.63%
- FTAI Aviation Ltd 0.62%
- Texas Pacific Land Corp 0.60%
- Omnicom Group Inc 0.54%
- Steel Dynamics Inc 0.53%
- NiSource Inc 0.45%
- CH Robinson Worldwide Inc 0.43%
Open IVOO or SCHM at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.