SCHM vs. BFOR ETF Comparison

Comparison of Schwab U.S. Mid Cap ETF (SCHM) to Barron's 400 (BFOR)
SCHM

Schwab U.S. Mid Cap ETF

SCHM Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Mid-Cap Total Stock Market IndexSM. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the mid-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Mid-Cap Total Stock Market Index includes the components ranked 501-1000 by full market capitalization. The index is a float-adjusted market capitalization weighted index. It may invest up to 10% of its net assets in securities not included in its index.

Grade (RS Rating)

Last Trade

$83.04

Average Daily Volume

312,973

Number of Holdings *

477

* may have additional holdings in another (foreign) market
BFOR

Barron's 400

BFOR Description The investment seeks investment results that correspond generally, before fees and expenses, to the performance of the Barron's 400 Index (the "underlying index"). The underlying index is a rules-based index intended to give investors a means of tracking the overall performance of high performing equity securities of U.S. companies. The fund will invest at least 80% of its total assets in the equity securities which comprise the index. The underlying index's stocks are constituents of the MarketGrader U.S. Coverage Universe.

Grade (RS Rating)

Last Trade

$71.69

Average Daily Volume

4,236

Number of Holdings *

384

* may have additional holdings in another (foreign) market
Performance
Period SCHM BFOR
30 Days 4.26% 4.53%
60 Days 4.24% 4.15%
90 Days 6.45% 8.79%
12 Months 21.78% 27.94%
96 Overlapping Holdings
Symbol Grade Weight in SCHM Weight in BFOR Overlap
AAON B 0.15% 0.29% 0.15%
AIT A 0.18% 0.27% 0.18%
AOS D 0.23% 0.23% 0.23%
APP C 0.43% 0.43% 0.43%
ATKR F 0.07% 0.12% 0.07%
AYI B 0.18% 0.24% 0.18%
BLD D 0.28% 0.23% 0.23%
BOKF B 0.07% 0.29% 0.07%
BRKR D 0.15% 0.17% 0.15%
BSY D 0.28% 0.24% 0.24%
BURL B 0.41% 0.31% 0.31%
BYD C 0.1% 0.23% 0.1%
CASY D 0.33% 0.31% 0.31%
CELH F 0.12% 0.09% 0.09%
CFR C 0.16% 0.24% 0.16%
CHX F 0.13% 0.22% 0.13%
CNA C 0.03% 0.28% 0.03%
CNM F 0.16% 0.2% 0.16%
COKE C 0.14% 0.38% 0.14%
CROX D 0.19% 0.25% 0.19%
DCI C 0.2% 0.24% 0.2%
DECK C 0.56% 0.25% 0.25%
DKS D 0.29% 0.28% 0.28%
DVA B 0.19% 0.28% 0.19%
EG C 0.4% 0.24% 0.24%
ELF F 0.15% 0.14% 0.14%
EME B 0.44% 0.3% 0.3%
EWBC D 0.26% 0.25% 0.25%
EXLS B 0.14% 0.28% 0.14%
EXP B 0.21% 0.26% 0.21%
FCN D 0.19% 0.26% 0.19%
FDS C 0.4% 0.23% 0.23%
FFIV B 0.29% 0.26% 0.26%
FIVE D 0.12% 0.11% 0.11%
FIX B 0.29% 0.28% 0.28%
G C 0.15% 0.28% 0.15%
GDDY C 0.52% 0.32% 0.32%
GGG C 0.34% 0.22% 0.22%
GL C 0.21% 0.2% 0.2%
GNTX F 0.16% 0.19% 0.16%
GPK B 0.22% 0.26% 0.22%
HALO C 0.18% 0.36% 0.18%
HOG C 0.1% 0.22% 0.1%
HUBB B 0.51% 0.25% 0.25%
IBKR B 0.32% 0.28% 0.28%
INGR B 0.21% 0.28% 0.21%
IPG C 0.28% 0.23% 0.23%
JBL D 0.3% 0.17% 0.17%
JKHY B 0.31% 0.25% 0.25%
KNSL C 0.24% 0.22% 0.22%
L C 0.34% 0.25% 0.25%
LECO F 0.24% 0.17% 0.17%
LII B 0.44% 0.3% 0.3%
LNTH D 0.17% 0.4% 0.17%
LW D 0.22% 0.15% 0.15%
MANH B 0.4% 0.25% 0.25%
MEDP F 0.19% 0.21% 0.19%
MGM F 0.21% 0.2% 0.2%
MTDR F 0.14% 0.19% 0.14%
NBIX F 0.3% 0.21% 0.21%
NFE F 0.02% 0.08% 0.02%
NTAP D 0.58% 0.28% 0.28%
NYT C 0.21% 0.29% 0.21%
OC D 0.34% 0.25% 0.25%
OSK F 0.15% 0.21% 0.15%
OZK D 0.1% 0.22% 0.1%
PCTY C 0.17% 0.22% 0.17%
PKG B 0.44% 0.27% 0.27%
PSN B 0.1% 0.29% 0.1%
QLYS F 0.11% 0.17% 0.11%
RGA C 0.33% 0.28% 0.28%
RL C 0.16% 0.24% 0.16%
RNR C 0.33% 0.26% 0.26%
RS D 0.38% 0.21% 0.21%
SAIA D 0.27% 0.18% 0.18%
SNA C 0.35% 0.23% 0.23%
SSD D 0.18% 0.21% 0.18%
STLD F 0.39% 0.21% 0.21%
TFX C 0.28% 0.26% 0.26%
THC A 0.37% 0.4% 0.37%
TNET F 0.07% 0.19% 0.07%
TOL B 0.35% 0.3% 0.3%
TPL B 0.36% 0.37% 0.36%
TPR C 0.23% 0.22% 0.22%
TREX D 0.17% 0.17% 0.17%
TW B 0.32% 0.28% 0.28%
TXRH C 0.26% 0.27% 0.26%
UTHR C 0.37% 0.33% 0.33%
VRT C 0.69% 0.32% 0.32%
VST C 0.63% 0.34% 0.34%
WBS D 0.18% 0.22% 0.18%
WFRD F 0.16% 0.2% 0.16%
WMS D 0.24% 0.22% 0.22%
WRB C 0.42% 0.25% 0.25%
WSM D 0.42% 0.28% 0.28%
WWD D 0.24% 0.28% 0.24%
SCHM Overweight 381 Positions Relative to BFOR
Symbol Grade Weight
DELL D 0.7%
AXON B 0.62%
TYL C 0.6%
SW B 0.55%
CBOE C 0.54%
LDOS B 0.5%
WDC D 0.5%
PTC D 0.49%
BAH C 0.48%
EQT D 0.47%
CSL B 0.46%
DKNG C 0.44%
MAS B 0.42%
PINS F 0.42%
AVY C 0.42%
IP B 0.4%
TXT D 0.4%
ENTG F 0.4%
NRG C 0.4%
BMRN F 0.39%
RBA B 0.38%
DOC C 0.38%
KIM C 0.38%
LNT B 0.37%
FNF B 0.37%
RPM B 0.37%
NTNX C 0.36%
WSO C 0.36%
IEX D 0.36%
KEY B 0.36%
NI B 0.36%
NTRA C 0.35%
PSTG F 0.35%
PNR B 0.35%
MRO C 0.35%
UDR C 0.34%
ELS C 0.34%
GWRE A 0.34%
GLPI C 0.34%
NDSN C 0.33%
VTRS D 0.33%
BG D 0.33%
WPC C 0.33%
UHS B 0.33%
ACM B 0.32%
CPT B 0.32%
USFD B 0.32%
POOL C 0.32%
AES C 0.31%
AMH C 0.31%
NWSA D 0.31%
REG C 0.3%
SJM C 0.3%
TTEK C 0.3%
ERIE B 0.3%
JNPR B 0.3%
EXAS C 0.29%
HST C 0.29%
Z B 0.29%
EQH C 0.29%
XPO D 0.29%
ALLE B 0.29%
CUBE B 0.29%
CLH A 0.29%
JLL B 0.29%
CE F 0.29%
SRPT D 0.29%
DT C 0.29%
FND C 0.28%
WING B 0.28%
CW B 0.28%
SCI B 0.28%
TECH C 0.28%
EMN B 0.28%
CHRW B 0.28%
OKTA F 0.28%
BXP B 0.27%
PFGC B 0.27%
DOCU C 0.27%
NVT D 0.26%
CCK A 0.26%
CTLT B 0.26%
ITT B 0.26%
HOOD C 0.26%
REXR C 0.26%
LAMR B 0.26%
HII D 0.25%
FTI D 0.25%
QRVO F 0.25%
LKQ F 0.25%
BJ D 0.25%
CACI B 0.25%
TAP D 0.24%
WTRG D 0.24%
AIZ B 0.24%
MUSA D 0.24%
LNW B 0.24%
RRX C 0.24%
OHI B 0.24%
TOST C 0.24%
CRL F 0.24%
ATR B 0.24%
COHR C 0.24%
ARMK B 0.24%
TWLO D 0.24%
PNW C 0.24%
CHDN C 0.23%
MTCH C 0.23%
UNM B 0.23%
JEF B 0.23%
SOLV C 0.23%
ONTO D 0.23%
OVV F 0.23%
CPB C 0.23%
MKTX C 0.23%
RGLD C 0.22%
ALLY F 0.22%
DAY D 0.22%
EHC C 0.22%
SF A 0.21%
ENSG B 0.21%
APA F 0.21%
WAL B 0.21%
TTC D 0.21%
HSIC C 0.21%
CHE C 0.21%
PRI B 0.21%
SNX D 0.21%
AFG B 0.21%
ORI B 0.21%
FRT C 0.21%
GNRC D 0.21%
SKX D 0.21%
HRB C 0.21%
EGP B 0.21%
BWXT D 0.21%
HAS B 0.21%
OLED C 0.21%
NNN C 0.21%
ROKU C 0.21%
KNX C 0.2%
CG D 0.2%
KBR D 0.2%
BRX B 0.2%
RBC C 0.2%
CHRD F 0.2%
FHN D 0.2%
TPX C 0.2%
FMC C 0.19%
CIEN C 0.19%
SOFI C 0.19%
AR F 0.19%
EXEL C 0.19%
COLD D 0.19%
PEN D 0.19%
CZR C 0.19%
MHK C 0.19%
MORN C 0.19%
BFAM C 0.19%
OGE C 0.19%
NCLH C 0.19%
WEX C 0.19%
CHK D 0.19%
FYBR C 0.19%
APG D 0.19%
CR C 0.18%
UHAL A 0.18%
WSC D 0.18%
ITCI D 0.18%
FR B 0.18%
AA D 0.18%
AGNC B 0.18%
RGEN F 0.18%
ACI F 0.18%
X F 0.18%
CMA B 0.18%
BERY B 0.18%
VOYA B 0.18%
OWL C 0.18%
AXTA B 0.18%
ADC C 0.18%
ATI C 0.18%
SWN D 0.17%
SAIC C 0.17%
PB B 0.17%
SPSC D 0.17%
PNFP B 0.17%
BPOP C 0.17%
MTH A 0.17%
MIDD D 0.17%
SSB B 0.17%
UFPI C 0.17%
SMAR C 0.17%
AAL D 0.17%
RRC D 0.17%
MKSI F 0.17%
IVZ B 0.17%
PLNT B 0.17%
STAG C 0.17%
ACHC C 0.17%
WYNN D 0.17%
CBSH C 0.17%
ELAN D 0.17%
LAD D 0.17%
BWA D 0.17%
LSTR D 0.16%
RHI D 0.16%
BIO C 0.16%
MTG B 0.16%
MTZ B 0.16%
HQY C 0.16%
H C 0.16%
CGNX F 0.16%
ESNT B 0.16%
SEIC C 0.16%
ARW C 0.16%
JAZZ D 0.16%
ZION D 0.16%
DINO F 0.16%
FAF B 0.16%
MTN D 0.16%
ALV F 0.16%
WCC D 0.16%
FLS D 0.15%
RLI B 0.15%
BBWI F 0.15%
ETSY F 0.15%
LFUS C 0.15%
INSP C 0.15%
ESTC F 0.15%
LSCC D 0.15%
STWD B 0.15%
IONS F 0.15%
CRBG D 0.15%
WH B 0.15%
MAT C 0.15%
SNV C 0.15%
NOV F 0.15%
MSA D 0.15%
CMC D 0.14%
OPCH C 0.14%
SRCL A 0.14%
POST C 0.14%
VFC C 0.14%
AXS B 0.14%
DBX D 0.14%
GXO D 0.14%
LEA F 0.14%
OLLI C 0.14%
SITE C 0.14%
NOVT D 0.14%
THG B 0.13%
OGN D 0.13%
ST D 0.13%
MMS C 0.13%
IDA C 0.13%
OMF D 0.13%
AMG C 0.13%
THO D 0.13%
PVH F 0.13%
CLF F 0.13%
SON C 0.13%
SIGI D 0.13%
VMI D 0.13%
VNO B 0.13%
DAR F 0.13%
AGCO D 0.13%
NFG B 0.13%
GME F 0.13%
CFLT F 0.12%
SEE D 0.12%
GBCI B 0.12%
OLN D 0.12%
LNC D 0.12%
AM C 0.12%
PATH D 0.12%
CIVI F 0.12%
POR C 0.12%
UGI C 0.12%
MUR F 0.12%
PCOR F 0.12%
ALK C 0.12%
NXST D 0.12%
BILL D 0.12%
HXL F 0.12%
MASI F 0.12%
WHR D 0.12%
TKR D 0.12%
MDU C 0.12%
VVV D 0.12%
BC C 0.12%
PARA F 0.12%
XRAY D 0.12%
EDR A 0.12%
WLK D 0.11%
AL D 0.11%
FLO C 0.11%
RMBS F 0.11%
ALKS C 0.11%
JHG B 0.11%
ZWS A 0.11%
FFIN B 0.11%
GTLS F 0.11%
CPRI D 0.11%
APLS F 0.1%
WU F 0.1%
ASGN D 0.1%
BKH B 0.1%
PII D 0.1%
DLB D 0.1%
EEFT D 0.1%
RYN C 0.1%
ASH D 0.1%
LYFT D 0.1%
W D 0.1%
GAP F 0.1%
IAC C 0.09%
LANC D 0.09%
PRGO D 0.09%
KRC B 0.09%
DXC C 0.09%
RH B 0.09%
CRSP F 0.09%
AN D 0.09%
AMKR F 0.08%
YETI D 0.08%
BXMT C 0.08%
CNXC F 0.08%
COTY F 0.08%
PBF F 0.08%
ACLS F 0.08%
IRDM D 0.08%
MAN C 0.08%
POWI F 0.08%
VAL F 0.08%
HUN D 0.08%
SLAB D 0.08%
VLY C 0.08%
COLM C 0.07%
NWL C 0.07%
RCM C 0.07%
ZI D 0.07%
WEN C 0.07%
CLVT D 0.07%
PAG D 0.07%
CHH C 0.07%
MPW C 0.07%
RIG F 0.07%
NVST D 0.07%
GH D 0.07%
AAP F 0.06%
TXG D 0.06%
SHC C 0.06%
SAM F 0.06%
DV F 0.06%
CACC F 0.06%
DNB C 0.06%
ADTN D 0.05%
JOBY F 0.05%
FIVN F 0.05%
ALGM F 0.05%
VAC F 0.05%
PLUG F 0.04%
LEG D 0.04%
PPC D 0.04%
REYN C 0.04%
IPGP F 0.04%
MP D 0.04%
INFA D 0.03%
SEDG F 0.03%
TDOC D 0.03%
CAR F 0.03%
CABO F 0.03%
TFSL C 0.02%
FG D 0.02%
SEB D 0.02%
DJT F 0.02%
UI B 0.02%
AGL F 0.02%
WOLF F 0.02%
HTZ F 0.01%
SCHM Underweight 288 Positions Relative to BFOR
Symbol Grade Weight
BOOT A -0.42%
UFPT B -0.38%
CORT C -0.37%
FTDR B -0.37%
IESC C -0.37%
FSLR C -0.36%
USLM B -0.35%
TGLS B -0.35%
CRUS D -0.35%
GRBK B -0.35%
LMB B -0.35%
DOCS B -0.34%
NVDA D -0.34%
TRGP B -0.34%
DY B -0.33%
AGYS D -0.33%
MOD A -0.33%
RCL B -0.32%
STBA B -0.32%
MSI B -0.32%
ISRG B -0.32%
CFB D -0.32%
ANET B -0.32%
MLI A -0.32%
CTAS B -0.32%
LRN B -0.32%
RMD C -0.32%
CPRX A -0.31%
BRC C -0.31%
IDCC B -0.31%
EFSC B -0.31%
BSX B -0.31%
AVGO C -0.31%
PODD B -0.31%
COST B -0.31%
CPNG B -0.31%
SYBT A -0.31%
BBW C -0.31%
PEG B -0.31%
CASH B -0.31%
QCRH B -0.31%
TBBK B -0.31%
AAPL C -0.31%
BMI A -0.31%
NTB C -0.3%
FCNCA D -0.3%
AX D -0.3%
PANW D -0.3%
PHM B -0.3%
ACGL C -0.3%
EBAY B -0.3%
TJX B -0.3%
HRMY B -0.3%
PRDO D -0.3%
BY C -0.3%
VLTO C -0.3%
WMB B -0.3%
DHI B -0.3%
KKR B -0.3%
AMAL B -0.3%
MCO B -0.3%
MCB C -0.3%
MPWR C -0.3%
PYPL B -0.29%
NOW B -0.29%
HIG B -0.29%
OFG C -0.29%
FBP C -0.29%
ANF D -0.29%
KO C -0.29%
CALM A -0.29%
SLVM B -0.29%
OSBC C -0.29%
VRRM D -0.29%
BRO C -0.29%
PRFT B -0.29%
CL D -0.29%
FCF C -0.29%
NVR B -0.29%
STRL B -0.28%
ADP B -0.28%
WES D -0.28%
NFLX B -0.28%
BDC B -0.28%
CINF B -0.28%
VRTX D -0.28%
APH D -0.28%
AXP B -0.28%
ALSN B -0.28%
UAL C -0.28%
WSFS D -0.28%
MTB B -0.28%
PNC B -0.28%
CBT B -0.28%
MBWM D -0.28%
GM C -0.28%
NBHC D -0.28%
PFC C -0.28%
AMZN C -0.27%
SYF C -0.27%
DOV B -0.27%
ROL C -0.27%
JPM D -0.27%
OSIS D -0.27%
POWL C -0.27%
PH B -0.27%
BKNG C -0.27%
IBM B -0.27%
PAYX C -0.27%
GILD B -0.27%
HOMB B -0.27%
FSS D -0.27%
IBOC D -0.27%
BKE B -0.27%
IRMD C -0.27%
CHCO B -0.27%
APOG B -0.27%
LEN B -0.27%
ECL B -0.27%
UTI D -0.27%
FFBC D -0.27%
SRCE C -0.27%
RF B -0.27%
FITB B -0.27%
TSCO C -0.27%
GOOGL D -0.27%
MA B -0.26%
CION C -0.26%
RMR C -0.26%
HBAN B -0.26%
CMG C -0.26%
PFBC D -0.26%
XOM C -0.26%
EA D -0.26%
MSFT C -0.26%
LOPE D -0.26%
AROC D -0.26%
AMPH C -0.26%
BKR C -0.26%
BCSF B -0.26%
WTFC B -0.26%
MPLX B -0.26%
ESGR D -0.26%
PEP C -0.26%
URI B -0.26%
META B -0.26%
ONB C -0.26%
ADSK C -0.25%
WDFC C -0.25%
CAT B -0.25%
V C -0.25%
HESM D -0.25%
GNE D -0.25%
GOLF D -0.25%
MDLZ B -0.25%
GWW B -0.25%
CATY C -0.25%
PEGA C -0.25%
GRNT D -0.25%
SYK C -0.25%
TNK F -0.25%
APO C -0.25%
FCX D -0.25%
XYL C -0.25%
ZTS C -0.25%
CPAY B -0.25%
BR D -0.25%
INCY C -0.25%
FTNT C -0.25%
EPD B -0.25%
ROST C -0.25%
ADBE F -0.25%
QCOM D -0.24%
MBIN D -0.24%
KAI C -0.24%
COLL C -0.24%
KEYS C -0.24%
AGM D -0.24%
GPOR D -0.24%
CSCO C -0.24%
ESAB C -0.24%
CTSH C -0.24%
THR D -0.24%
MGY C -0.24%
JAKK C -0.24%
MSCI C -0.24%
INTU C -0.24%
CHD D -0.24%
HSY C -0.24%
HY F -0.24%
CQP F -0.24%
SLM D -0.24%
OTTR F -0.23%
A C -0.23%
FANG D -0.23%
GMS D -0.23%
DMLP D -0.23%
FAST C -0.23%
HCC F -0.23%
NSSC F -0.23%
INSW D -0.23%
FOUR C -0.23%
ZM C -0.23%
STZ D -0.23%
SYY D -0.23%
VEEV C -0.23%
J C -0.23%
CUBI F -0.22%
IBP D -0.22%
BMY C -0.22%
TROW D -0.22%
VLO F -0.22%
MPC F -0.22%
GPC D -0.22%
VMC D -0.22%
LBRT D -0.22%
NEU D -0.22%
APAM C -0.22%
CMCSA D -0.22%
WFC D -0.22%
PAYC D -0.22%
SIG C -0.22%
AMAT D -0.22%
CPRT D -0.22%
BLDR C -0.22%
IDXX C -0.22%
NVEC D -0.22%
CF C -0.22%
RPRX C -0.22%
DOX C -0.22%
LPG F -0.22%
IQV C -0.22%
DRI B -0.22%
ON D -0.21%
DFH C -0.21%
SM F -0.21%
MLM D -0.21%
SNPS D -0.21%
TEX F -0.21%
ALG D -0.21%
MOH D -0.21%
CDNS D -0.21%
YELP F -0.21%
ODFL D -0.21%
UAA C -0.21%
SMLR F -0.2%
CAL F -0.2%
ASO C -0.2%
BTU D -0.2%
DNOW D -0.2%
DDS F -0.2%
TNC F -0.2%
FOR C -0.2%
WST D -0.2%
PCAR D -0.2%
MNST D -0.2%
MCHP F -0.2%
PSX F -0.2%
NUE F -0.19%
HAL F -0.19%
VC F -0.19%
HP F -0.19%
NKE D -0.19%
LPLA D -0.19%
PLAB F -0.19%
OXM F -0.19%
PAX F -0.18%
GES F -0.18%
LVS D -0.18%
RES D -0.18%
HEES D -0.18%
ULTA D -0.17%
WNC F -0.17%
VYGR F -0.17%
ABNB D -0.17%
TWI D -0.16%
CVI F -0.16%
JBI F -0.16%
ZYXI F -0.15%
BLMN F -0.14%
ACMR F -0.14%
AMR F -0.14%
METC F -0.13%
DXCM F -0.13%
ARCT F -0.13%
SHLS D -0.12%
PARR F -0.12%
SMCI F -0.1%
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