ETFs most similar to SCHM

The funds whose holdings overlap Schwab U.S. Mid-Cap ETF the most, by weight. as of May 31, 2026SEC filing

By holdings overlap

FundCategoryOverlap with SCHMFeeAssets1YYieldCompare
SCHMSchwab U.S. Mid-Cap ETFMid Cap Blend—0.03%$14.6B+15.5%1.28%
BBMCJPMorgan BetaBuilders U.S. Mid Cap Equity ETFMid Cap Blend78%0.07%$2.0B+16.0%1.15%side by side
BKMCBNY Mellon US Mid Cap Core Equity ETFMid Cap Blend67%0.04%$645M+6.8%3.86%side by side
MSMLiShares MSCI USA Small-Cap ETFSmall Cap Blend56%0.04%$274M——side by side
PTMCPacer Trendpilot US Mid Cap ETFMid Cap Blend55%0.60%$374M+10.4%1.65%side by side
VBVanguard Morningstar Small-Cap ETFSmall Cap Blend53%0.03%$78.1B+12.2%1.26%side by side

Overlap is the sum of the smaller of the two weights across every shared holding. Try any combination in the overlap tool.

Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.