SCHM vs VOT: holdings overlap, shared companies and scores
As of October 28, 2026, SCHM and VOT overlap 1.1% by weight. Schwab U.S. Mid-Cap ETF (SCHM): Mid-sized U.S. companies. Vanguard Morningstar Mid-Cap Growth ETF (VOT): U.S. mid-cap growth stocks.
Updated October 28, 2026
Where SCHM and VOT 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.
VOT trades at 34.6 times earnings, against its own median of 30.3, and is more expensive than 79% of its own last 9 years.
What do SCHM and VOT each hold?
What's inside SCHM: Tech 18%, Semiconductors 3%.
5% of SCHM is its ten largest holdings.
What's inside VOT: Tech 32%, AI 7%.
21% of VOT is its ten largest holdings.
How much do SCHM and VOT overlap? 1.1% by weight
As of October 28, 2026, SCHM and VOT overlap 1.1% by weight.
2% of SCHM is already inside VOT.
1% of VOT is already inside SCHM.
SCHM holds 500 companies and VOT holds 118; 7 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 VOT? 4.3 and 4.7 out of 10
As of October 28, 2026, ETF Copilot scores SCHM 4.3 out of 10 and VOT 4.7 out of 10.
They differ most on Growth: SCHM 4.1 and VOT 8.1.
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 | VOT |
|---|---|---|
| Growth | 4.1 | 8.1 |
| Value | 5.6 | 2.9 |
| Risk | 4.8 | 2.9 |
| Quality | 1.8 | 4.3 |
| Return | 4.9 | 3.9 |
SCHM is the cheaper of the two at 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, VOT charges 0.05% a year, yields 0.60% and holds $33.3B in assets across 118 positions.
| Measure | SCHM | VOT |
|---|---|---|
| Expense ratio | 0.03% | 0.05% |
| Dividend yield | 1.31% | 0.60% |
| Assets under management | $14.8B | $33.3B |
| Holdings | 500 | 118 |
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 VOT holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/schm-vs-vot
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