SCHM vs VOE: holdings overlap, shared companies and scores
As of September 11, 2026, SCHM and VOE overlap 2.3% by weight. Schwab U.S. Mid-Cap ETF (SCHM): U.S. mid-cap stocks. Vanguard Morningstar Mid-Cap Value ETF (VOE): U.S. mid-cap value stocks.
Updated September 11, 2026
How much do SCHM and VOE overlap?
As of September 11, 2026, SCHM and VOE overlap 2.3% by weight.
3% of SCHM is already inside VOE.
2% of VOE is already inside SCHM.
SCHM holds 487 companies and VOE holds 172; 8 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 VOE?
As of September 11, 2026, ETF Copilot scores SCHM 4.9 out of 10 and VOE 4.7 out of 10.
They differ most on Growth: SCHM 7.3 and VOE 4.2.
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 | VOE |
|---|---|---|
| Growth | 7.3 | 4.2 |
| Valuation | 5.0 | 5.9 |
| Risk | 4.8 | 5.0 |
| Quality | 1.5 | 2.9 |
| Return | 4.6 | 5.2 |
SCHM is the cheaper of the two at 0.03% a year
As of September 11, 2026, SCHM charges 0.03% a year, yields 1.34% and holds $14.8B in assets across 487 positions.
As of September 11, 2026, VOE charges 0.05% a year, yields 2.19% and holds $38.6B in assets across 172 positions.
| Measure | SCHM | VOE |
|---|---|---|
| Expense ratio | 0.03% | 0.05% |
| Dividend yield | 1.34% | 2.19% |
| Assets under management | $14.8B | $38.6B |
| Holdings | 487 | 172 |
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.
Where SCHM and VOE trade against their own history
SCHM trades at 20.3 times earnings, against its own median of 19.0, and is more expensive than 71% of its own 114 monthly readings since 2017.
VOE trades at 17.6 times earnings, against its own median of 16.7, and is more expensive than 62% of its own 114 monthly readings since 2017.
What moved SCHM and VOE this week
SCHM fell 1.4% in the week to September 11, 2026. The holdings that moved it most were Casey S General Stores (−18.8%), Guidewire Software (−30.5%) and Cooper (−23.7%); Bloom Energy (+17.1%) pushed the other way.
VOE fell 1.8% in the week to September 11, 2026. The holdings that moved it most were Arthur J Gallagher (−9.9%), Baker Hughes (−7.2%) and Nasdaq (−7.6%); Hewlett Packa (+14.1%) pushed the other way.
What do SCHM and VOE each hold?
What's inside SCHM: Tech 21%, Memory 5%.
13% of SCHM is its ten largest holdings.
What's inside VOE: Tech 7%, Semiconductors 1%.
13% of VOE is its ten largest holdings.
Compare with similar funds
Cite this
ETF Copilot, “SCHM vs VOE holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/schm-vs-voe
Register free to unlock SCHM vs VOE prices and holdings on ETF Copilot.
Register free →