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

In the year to Oct 20, 2026, with distributions reinvested, IVOO returned +13.6% and SCHM +17.6%.

Which is cheaper, IVOO or SCHM?

SCHM is cheaper, by 0.04 percentage points a year. That is about $4 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 2% of IVOO and 30% of SCHM by weight is stocks the S&P 500 already holds.

Share on X Download as PDF

Compare their flows Ask IQ about these two funds

IVOO vs SCHM: Differences, Returns & Fees

IVOO and SCHM hold 54% of their weight in the same names, and SCHM returned +17.6% over the year. Net assets: $3.7bn on Sep 30, 2026 for Vanguard S&P Mid-Cap 400 ETF, and $14.6bn on May 31, 2026 for Schwab U.S. Mid-Cap ETF.

Ask IQ about this page

Ask IQ about IVOO and SCHM

Answers cite the figures on this page.

SCHM costs 0.04 points a year less; their one-year returns differ by 4.0 points.

IVOO vs SCHM: Differences, Returns & Fees
	IVOO	SCHM
Expense ratio	0.07%	0.03%
Net assets, IVOO as of Sep 30, 2026 and SCHM as of May 31, 2026	$3.7bn	$14.6bn
Total return, 1 year	+13.6%	+17.6%
What it tracks	S&P MidCap 400 Index	Dow Jones U.S. Mid-Cap Total Stock Market Index
Holdings in common	54%
Top ten holdings, share of the fund	7.8%	13.3%
Below its high	6.7%, high on Aug 14, 2026	5.8%, high on Jun 30, 2026

Holdings in common uses holdings dated May 31, 2026 and Sep 30, 2026.

+13.6%

IVOO total return, 1 year

+17.6%

SCHM total return, 1 year

0.07%

IVOO expense ratio

0.03%

SCHM expense ratio

What they hold in common

By the books each fund has filed, IVOO and SCHM hold 54% of their money in the same securities at the same weight. Holdings dated May 31, 2026 and Sep 30, 2026.

50%

half

54% in common

Positions both hold, largest shared weight first

Holding IVOO SCHM

Twilio Inc 1.32% 0.54%

TechnipFMC PLC 0.78% 0.51%

Curtiss-Wright Corp 0.59% 0.51%

nVent Electric PLC 0.76% 0.50%

XPO Inc 0.60% 0.47%

United Therapeutics Corp 0.68% 0.45%

ATI Inc 0.76% 0.44%

Sterling Infrastructure Inc 0.44% 0.49%

MACOM Technology Solutions Holdings Inc 0.58% 0.44%

Fabrinet 0.45% 0.43%

Carpenter Technology Corp 0.56% 0.43%

MKS Inc 0.53% 0.40%

Only in IVOO

Semtech Corp 0.49%

SLCMT1142 0.47%

SiTime Corp 0.44%

SharkNinja Inc 0.44%

Toast Inc 0.44%

Sun Communities Inc 0.40%

DigitalOcean Holdings Inc 0.38%

TTM Technologies Inc 0.38%

Only in SCHM

Sandisk Corp 4.64%

Ciena Corp 1.51%

Bloom Energy Corp 1.36%

Coherent Corp 1.26%

Lumentum Holdings Inc 1.13%

Flex Ltd 1.03%

Steel Dynamics Inc 0.66%

Revolution Medicines Inc 0.57%

Check overlap with more funds →

On the same fields

IVOO

Vanguard S&P Mid-Cap 400 ETF

SCHM

Schwab U.S. Mid-Cap ETF

Where it sits Stock ETF Stock ETF

Issuer Vanguard Schwab

What it is Tracks an index Tracks an index

Total return, 1 year +13.6% +17.6%

Its benchmark over the same days +13.4% (IJH) +15.9% (VOO)

Gap to its benchmark +0.1 pts vs IJH +1.7 pts vs VOO

Expense ratio 0.07% 0.03%

Already in the S&P 500 1.6% 30.3%

Holdings 402 496

Net assets, IVOO as of Sep 30, 2026 and SCHM as of May 31, 2026 $3.7bn $14.6bn

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

About IVOO

IVOO tracks an index. Over the year to Oct 20, 2026 it returned +13.6% with distributions reinvested, against +13.4% for its benchmark, the S&P MidCap 400 Index. The prospectus expense ratio is 0.07% a year. By its holdings published by its issuer as of Sep 30, 2026, 2% of the fund by weight is stocks the S&P 500 also holds, across 402 positions, with the top ten at 7.8%. It sat 6.7% 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, IVOO or SCHM?: In the year to Oct 20, 2026, with distributions reinvested, IVOO returned +13.6% and SCHM +17.6%.
Which is cheaper, IVOO or SCHM?: SCHM is cheaper, by 0.04 percentage points a year. That is about $4 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IVOO and SCHM overlap with the S&P 500?: By their latest filed holdings, 2% of IVOO and 30% of SCHM by weight is stocks the S&P 500 already holds.

Other comparisons

IVOO vs MOAT IVOO vs SPMD IVOO vs MDY IVOO vs VXF SCHM vs VFLO SCHM vs SPTM SCHM vs SPMD SCHM vs VXF

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

Where these figures came from

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

Open data

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