SCHM vs VO — stock comparison tool

SCHM currently yields 1.29% TTM versus VO at 1.36%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

SCHMVO
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
SCHM
VO

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

SCHM Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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VO Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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No data

Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
SCHM$34.59
—

Schwab U.S. Mid-Cap ETF

VO$80.93
—

Vanguard Morningstar Mid-Cap ETF

Dividend Information

Dividend Yield
1.29%
1.36%
Annual Dividend
$0.44
$1.10
Dividend Growth (5yr)
-
-
Years of Growth
5
4
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

SCHM

503 holdings
Industrials18.80%
Technology17.61%
Financial Services13.42%
Healthcare12.93%
Consumer Cyclical10.80%
Real Estate8.11%
Basic Materials4.30%
Consumer Defensive4.23%
Energy3.86%
Utilities2.98%
Communication Services2.96%
Cash & Others0.36%

Top 10 holdings

NameWeight
SNDKSANDISK4.30%
LITELUMENTUM HOLDINGS1.27%
BEBLOOM ENERGY CLASS A1.06%
MRNAMODERNA1.00%
COHRCOHERENT0.98%
CIENCIENA0.94%
RVMDREVOLUTION MEDICINES0.78%
FLEXFLEX LTD0.73%
OKTAOKTA CLASS A0.66%
TWLOTWILIO CLASS A0.64%
Top 1012.36%

VO

307 holdings
Industrials18.53%
Technology17.58%
Financial Services13.78%
Healthcare9.28%
Consumer Cyclical8.66%
Energy8.64%
Utilities7.71%
Consumer Defensive4.82%
Real Estate4.79%
Basic Materials4.06%
Communication Services2.15%
Cash & Others0.02%

Top 10 holdings

NameWeight
NETCloudflare Inc1.11%
VLOValero Energy Corp1.10%
MPCMarathon Petroleum Corp1.10%
PSXPhillips 661.01%
PWRQuanta Services Inc0.95%
VRTVertiv Holdings Co0.92%
DDOGDatadog Inc0.91%
HWMHowmet Aerospace Inc0.89%
STXSeagate Technology Holdings PLC0.88%
HOODRobinhood Markets Inc0.88%
Top 109.75%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

96495
SCHMSharedVO

Overlap by weight

3%

Share of portfolio weight that appears in both funds.

# overlapping holdings

4

SCHM: 4% also in VOVO: 4% also in SCHM

SCHM: showing top 100 holdings by weight (of 503) · VO: showing top 100 holdings by weight (of 307). Overlap counts use this top slice, not the full fund book.

Sector drift (SCHM vs VO)

Left = heavier in SCHM. Right = heavier in VO.

SCHM overweight (left)VO overweight (right)
4 shown

Overlapping tickers

LITE		1.3%0.9%0.9%
BE		1.1%0.8%0.8%
COHR		1.0%0.6%0.6%
CIEN		0.9%0.5%0.5%

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SCHM vs VO Dividend Comparison | DRIP Tool | Dividend Wealth