SCHM vs VO: holdings overlap, shared companies and scores
As of October 28, 2026, SCHM and VO overlap 1.1% by weight. Schwab U.S. Mid-Cap ETF (SCHM): Mid-sized U.S. companies. Vanguard Morningstar Mid-Cap ETF (VO): U.S. mid-cap stocks.
Updated October 28, 2026
Where SCHM and VO trade against their own history
SCHM trades at 20.1 times earnings, against its own median of 19.4, and is more expensive than 63% of its own last 9 years.
VO trades at 21.6 times earnings, against its own median of 21.6, and is more expensive than 50% of its own last 9 years.
What do SCHM and VO each hold?
What's inside SCHM: Tech 18%, Semiconductors 3%.
5% of SCHM is its ten largest holdings.
What's inside VO: Tech 18%, AI 3%.
10% of VO is its ten largest holdings.
How much do SCHM and VO overlap? 1.1% by weight
As of October 28, 2026, SCHM and VO overlap 1.1% by weight.
3% of SCHM is already inside VO.
1% of VO is already inside SCHM.
SCHM holds 500 companies and VO holds 274; 11 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score SCHM and VO? 4.3 and 5.1 out of 10
As of October 28, 2026, ETF Copilot scores SCHM 4.3 out of 10 and VO 5.1 out of 10.
They differ most on Quality: SCHM 1.8 and VO 3.3.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | SCHM | VO |
|---|---|---|
| Growth | 4.1 | 5.4 |
| Value | 5.6 | 5.7 |
| Risk | 4.8 | 6.2 |
| Quality | 1.8 | 3.3 |
| Return | 4.9 | 4.9 |
SCHM and VO both charge 0.03% a year
As of October 28, 2026, SCHM charges 0.03% a year, yields 1.31% and holds $14.8B in assets across 500 positions.
As of October 28, 2026, VO charges 0.03% a year, yields 1.36% and holds $216.8B in assets across 274 positions.
| Measure | SCHM | VO |
|---|---|---|
| Expense ratio | 0.03% | 0.03% |
| Dividend yield | 1.31% | 1.36% |
| Assets under management | $14.8B | $216.8B |
| Holdings | 500 | 274 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “SCHM vs VO holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/schm-vs-vo
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