ETF comparison
SCHM vs VOT
Both US Mid Cap.
Schwab U.S. Mid-Cap ETF · Vanguard Morningstar Mid-Cap Growth ETF
Holdings overlap
12 positions appear in both funds. Buying equal dollars of SCHM and VOT would leave roughly 6.3% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
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 2 bps cheaper than VOT. On a $100,000 position that's about $20/yr more in fees for VOT.
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 SCHM vs VOT.
Top shared holdings
12 shared in total| # | Holding | In SCHM | In VOT | Overlap |
|---|---|---|---|---|
| 1 | Lumentum Holdings Inc | 1.32% | 1.47% | 1.32% |
| 2 | Coherent Corp | 1.01% | 1.70% | 1.01% |
| 3 | Ciena Corp | 1.01% | 1.53% | 1.01% |
| 4 | Bloom Energy Corp | 1.00% | 1.80% | 1.00% |
| 5 | Flex Ltd | 0.75% | 0.65% | 0.65% |
| 6 | Texas Pacific Land Corp | 0.40% | 0.28% | 0.28% |
| 7 | AST SpaceMobile Inc | 0.29% | 0.28% | 0.28% |
| 8 | Tradeweb Markets Inc | 0.23% | 0.25% | 0.23% |
| 9 | Burlington Stores Inc | 0.30% | 0.22% | 0.22% |
| 10 | TKO Group Holdings Inc | 0.21% | 0.13% | 0.13% |
| 11 | Cerebras Systems Inc | 0.12% | 0.15% | 0.12% |
| 12 | Venture Global Inc | 0.14% | 0.03% | 0.03% |
Only in SCHM
479 total- Sandisk Corp 4.32%
- Moderna Inc 0.92%
- Revolution Medicines Inc 0.76%
- Twilio Inc 0.67%
- Steel Dynamics Inc 0.59%
- TechnipFMC PLC 0.58%
- Centene Corp 0.56%
- Okta Inc 0.54%
- ATI Inc 0.52%
- Casey's General Stores Inc 0.52%
Only in VOT
110 total- Vertiv Holdings Co 2.83%
- Western Digital Corp 2.42%
- Seagate Technology Holdings PLC 2.38%
- Quanta Services Inc 2.38%
- Howmet Aerospace Inc 2.37%
- Datadog Inc 1.90%
- Constellation Energy Corp 1.77%
- Robinhood Markets Inc 1.75%
- Cloudflare Inc 1.72%
- Royal Caribbean Cruises Ltd 1.69%
Related comparisons
More comparisons with SCHM
- SCHM vs DGRO · iShares Core Dividend Growth ETF 5.5%
- SCHM vs IWM · iShares Russell 2000 ETF 5.3%
- SCHM vs IJR · iShares Core S&P Small-Cap ETF 5.3%
- SCHM vs VO · Vanguard Morningstar Mid-Cap ETF 5.1%
- SCHM vs IWF · iShares Russell 1000 Growth ETF 4.4%
- SCHM vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 4.4%
More comparisons with VOT
- VOT vs IWD · iShares Russell 1000 Value ETF 5.6%
- VOT vs VTV · Vanguard Morningstar Value ETF 4.9%
- VOT vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 4.1%
- VOT vs DGRO · iShares Core Dividend Growth ETF 3.4%
- VOT vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 3.2%
- VOT vs SCHD · Schwab U.S. Dividend Equity ETF 2.6%
Percentages are holdings overlap with the named fund.
Open SCHM or VOT 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.