Which returned more over the last year, IMCB or SCHM?

In the year to Oct 20, 2026, with distributions reinvested, IMCB returned +19.2% and SCHM +17.6%.

Which is cheaper, IMCB or SCHM?

SCHM is cheaper, by 0.01 percentage points a year. That is about $1 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do IMCB and SCHM overlap with the S&P 500?

By their latest filed holdings, 86% of IMCB and 30% of SCHM by weight is stocks the S&P 500 already holds.

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IMCB vs SCHM: Differences, Returns & Fees

IMCB and SCHM hold 11% of their weight in the same names, and IMCB returned +19.2% over the year. Net assets: $1.7bn on Oct 20, 2026 for iShares Morningstar Mid-Cap ETF, and $14.6bn on May 31, 2026 for Schwab U.S. Mid-Cap ETF.

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Answers cite the figures on this page.

SCHM costs 0.01 points a year less; their one-year returns differ by 1.6 points; SCHM is 10.9 times larger.

IMCB vs SCHM: Differences, Returns & Fees
	IMCB	SCHM
Expense ratio	0.04%	0.03%
Net assets, as of Feb 28, 2025	$1.0bn	$11.3bn
Total return, 1 year	+19.2%	+17.6%
What it tracks	Morningstar US Mid Cap Index	Dow Jones U.S. Mid-Cap Total Stock Market Index
Holdings in common	11%
Top ten holdings, share of the fund	7.9%	13.3%
Below its high	3.3%, high on Aug 14, 2026	5.8%, high on Jun 30, 2026

Holdings in common uses holdings dated May 31, 2026 and Oct 19, 2026.

+19.2%

IMCB total return, 1 year

+17.6%

SCHM total return, 1 year

0.04%

IMCB expense ratio

0.03%

SCHM expense ratio

What they hold in common

By the books each fund has filed, IMCB and SCHM hold 11% of their money in the same securities at the same weight. Holdings dated May 31, 2026 and Oct 19, 2026.

50%

half

11% in common

Positions both hold, largest shared weight first

Holding IMCB SCHM

LUMENTUM HOLDINGS 0.51% 1.13%

BLOOM ENERGY CLASS A 0.45% 1.36%

CIENA 0.34% 1.51%

MODERNA 0.56% 0.30%

COHERENT 0.30% 1.26%

REVOLUTION MEDICINES 0.26% 0.57%

TWILIO CLASS A 0.26% 0.54%

CENTENE CORP 0.24% 0.52%

STEEL DYNAMICS INC 0.23% 0.66%

FLEX LTD 0.21% 1.03%

ATI 0.18% 0.44%

TECHNIPFMC PLC 0.18% 0.51%

Only in IMCB

MARATHON PETROLEUM 0.93%

DELL TECHNOLOGIES INC CLASS C 0.91%

VALERO ENERGY CORP 0.87%

PHILLIPS 66 0.81%

AUTOMATIC DATA PROCESSING INC 0.80%

FORTINET 0.75%

SNOWFLAKE 0.74%

FREEPORT MCMORAN INC 0.70%

Only in SCHM

Sandisk Corp 4.64%

Casey's General Stores Inc 0.53%

FTAI Aviation Ltd 0.49%

Sterling Infrastructure Inc 0.49%

Akamai Technologies Inc 0.40%

Okta Inc 0.39%

Reliance Inc 0.37%

RB Global Inc 0.37%

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On the same fields

IMCB

iShares Morningstar Mid-Cap ETF

SCHM

Schwab U.S. Mid-Cap ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Schwab

What it is Tracks an index Tracks an index

Total return, 1 year +19.2% +17.6%

Its benchmark over the same days not measured +15.9% (VOO)

Gap to its benchmark not measured +1.7 pts vs VOO

Expense ratio 0.04% 0.03%

Already in the S&P 500 86.3% 30.3%

Holdings 394 496

Net assets, IMCB as of Oct 20, 2026 and SCHM as of May 31, 2026 $1.7bn $14.6bn

IMCB and SCHM on the fields both publish, as of Oct 20, 2026. Source: ETFIQ.

About IMCB

IMCB tracks an index. Over the year to Oct 20, 2026 it returned +19.2% with distributions reinvested. The prospectus expense ratio is 0.04% a year. By its holdings published by its issuer for Oct 19, 2026, 86% of the fund by weight is stocks the S&P 500 also holds, across 394 positions, with the top ten at 7.9%. It sat 3.3% below its high of Aug 14, 2026 on Oct 20, 2026.

About SCHM

SCHM tracks an index. Over the year to Oct 20, 2026 it returned +17.6% with distributions reinvested, against +15.9% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.03% a year. By its holdings filed for May 31, 2026, 30% of the fund by weight is stocks the S&P 500 also holds, across 496 positions, with the top ten at 13.3%. It sat 5.8% below its high of Jun 30, 2026 on Oct 20, 2026.

Questions people ask

Which returned more over the last year, IMCB or SCHM?: In the year to Oct 20, 2026, with distributions reinvested, IMCB returned +19.2% and SCHM +17.6%.
Which is cheaper, IMCB or SCHM?: SCHM is cheaper, by 0.01 percentage points a year. That is about $1 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IMCB and SCHM overlap with the S&P 500?: By their latest filed holdings, 86% of IMCB and 30% of SCHM by weight is stocks the S&P 500 already holds.

Other comparisons

IMCB vs MOAT IMCB vs SPMD IMCB vs MDY FMDE vs IMCB IVOG vs SCHM SCHM vs VFMO SCHM vs SPGP MLRG vs SCHM

IMCB on its own →SCHM on its own →Hold both: look the portfolio through →Rankings →IMCB dividend history →IMCB holdings →SCHM dividend history →SCHM holdings →Standards and sources →

Where these figures came from

IMCB filings on SEC EDGAR ↗IMCB prospectus with the expense ratio (SEC) ↗iShares page for IMCB ↗SCHM filings on SEC EDGAR ↗SCHM prospectus with the expense ratio (SEC) ↗Schwab website ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, IMCB against SCHM, data as of Oct 20, 2026. https://etfiq.com/compare/any/imcb-vs-schm

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Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.