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

In the year to Oct 20, 2026, with distributions reinvested, IMCG returned +15.1% and SCHM +17.6%.

Which is cheaper, IMCG or SCHM?

SCHM is cheaper, by 0.03 percentage points a year. That is about $3 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 80% of IMCG and 30% of SCHM by weight is stocks the S&P 500 already holds.

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IMCG vs SCHM: Differences, Returns & Fees

IMCG and SCHM hold 14% of their weight in the same names, and SCHM returned +17.6% over the year. Net assets: $4.1bn on Oct 20, 2026 for iShares Morningstar Mid-Cap Growth 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 0.03 points a year less; their one-year returns differ by 2.5 points; SCHM is 4.3 times larger.

IMCG vs SCHM: Differences, Returns & Fees
	IMCG	SCHM
Expense ratio	0.06%	0.03%
Net assets, as of Feb 28, 2025	$2.6bn	$11.3bn
Total return, 1 year	+15.1%	+17.6%
What it tracks	Morningstar US Mid Cap Broad Growth Index	Dow Jones U.S. Mid-Cap Total Stock Market Index
Holdings in common	14%
Top ten holdings, share of the fund	12.5%	13.3%
Below its high	5.9%, high on Aug 13, 2026	5.8%, high on Jun 30, 2026

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

+15.1%

IMCG total return, 1 year

+17.6%

SCHM total return, 1 year

0.06%

IMCG expense ratio

0.03%

SCHM expense ratio

What they hold in common

By the books each fund has filed, IMCG and SCHM hold 14% of their money in the same securities at the same weight. Holdings dated May 31, 2026 and Oct 19, 2026.

50%

half

14% in common

Positions both hold, largest shared weight first

Holding IMCG SCHM

LUMENTUM HOLDINGS 1.02% 1.13%

BLOOM ENERGY CLASS A 0.90% 1.36%

CIENA 0.67% 1.51%

COHERENT 0.59% 1.26%

TWILIO CLASS A 0.52% 0.54%

FLEX LTD 0.42% 1.03%

ATI 0.35% 0.44%

STEEL DYNAMICS INC 0.32% 0.66%

NVENT ELECTRIC PLC 0.31% 0.50%

ENTEGRIS INC 0.30% 0.39%

XPO 0.30% 0.47%

ROYAL GOLD 0.28% 0.34%

Only in IMCG

FORTINET 1.48%

SNOWFLAKE 1.48%

FREEPORT MCMORAN INC 1.39%

CLOUDFLARE CLASS A 1.32%

DELL TECHNOLOGIES INC CLASS C 1.27%

JOHNSON CONTROLS INTERNATIONAL PLC 1.25%

DATADOG INC CLASS A 1.20%

HILTON WORLDWIDE HOLDINGS 1.05%

Only in SCHM

Sandisk Corp 4.64%

Casey's General Stores Inc 0.53%

FTAI Aviation Ltd 0.49%

Sterling Infrastructure Inc 0.49%

Omnicom Group Inc 0.42%

Akamai Technologies Inc 0.40%

Royalty Pharma PLC 0.39%

Okta Inc 0.39%

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On the same fields

IMCG

iShares Morningstar Mid-Cap Growth 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 +15.1% +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 0.06% 0.03%

Already in the S&P 500 80.4% 30.3%

Holdings 260 496

Net assets, IMCG as of Oct 20, 2026 and SCHM as of May 31, 2026 $4.1bn $14.6bn

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

About IMCG

IMCG tracks an index. Over the year to Oct 20, 2026 it returned +15.1% with distributions reinvested. The prospectus expense ratio is 0.06% a year. By its holdings published by its issuer for Oct 19, 2026, 80% of the fund by weight is stocks the S&P 500 also holds, across 260 positions, with the top ten at 12.5%. It sat 5.9% below its high of Aug 13, 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, IMCG or SCHM?: In the year to Oct 20, 2026, with distributions reinvested, IMCG returned +15.1% and SCHM +17.6%.
Which is cheaper, IMCG or SCHM?: SCHM is cheaper, by 0.03 percentage points a year. That is about $3 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IMCG and SCHM overlap with the S&P 500?: By their latest filed holdings, 80% of IMCG and 30% of SCHM by weight is stocks the S&P 500 already holds.

Other comparisons

IMCG vs MOAT IMCG vs MDY IMCG vs VXF IMCG vs XMMO IVOO vs SCHM SCHM vs TMSL SCHM vs XMHQ JMEE vs SCHM

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

Where these figures came from

IMCG filings on SEC EDGAR ↗IMCG prospectus with the expense ratio (SEC) ↗iShares page for IMCG ↗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, IMCG against SCHM, data as of Oct 20, 2026. https://etfiq.com/compare/any/imcg-vs-schm

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