SCHM vs. IWP ETF Comparison

Comparison of Schwab U.S. Mid Cap ETF (SCHM) to iShares Russell Midcap Growth ETF (IWP)

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

$29.68

Average Daily Volume

1,060,895

Number of Holdings ^*

478

* may have additional holdings in another (foreign) market

IWP

iShares Russell Midcap Growth ETF

IWP Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Midcap Growth Index (the "underlying index"), which measures the performance of the mid-capitalization growth sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$134.36

Average Daily Volume

1,023,862

Number of Holdings ^*

286

* may have additional holdings in another (foreign) market

Performance

Period	SCHM	IWP
30 Days	7.19%	12.16%
60 Days	7.68%	14.69%
90 Days	9.43%	17.57%
12 Months	31.37%	40.60%

148 Overlapping Holdings

Symbol	Grade	Weight in SCHM	Weight in IWP	Overlap
AAL	B	0.21%	0.02%	0.02%
AAON	B	0.2%	0.3%	0.2%
ALLY	C	0.22%	0.04%	0.04%
AM	A	0.11%	0.06%	0.06%
APLS	D	0.06%	0.09%	0.06%
AVY	D	0.35%	0.2%	0.2%
BAH	F	0.43%	0.62%	0.43%
BFAM	D	0.13%	0.03%	0.03%
BILL	A	0.18%	0.07%	0.07%
BLD	D	0.23%	0.03%	0.03%
BPOP	B	0.15%	0.02%	0.02%
BRKR	D	0.13%	0.12%	0.12%
BSY	D	0.16%	0.21%	0.16%
BURL	A	0.38%	0.56%	0.38%
BWXT	B	0.26%	0.08%	0.08%
CACC	D	0.06%	0.07%	0.06%
CASY	A	0.33%	0.08%	0.08%
CE	F	0.18%	0.07%	0.07%
CELH	F	0.09%	0.15%	0.09%
CFLT	B	0.15%	0.22%	0.15%
CGNX	C	0.15%	0.01%	0.01%
CHDN	B	0.23%	0.32%	0.23%
CHE	D	0.19%	0.03%	0.03%
CHH	A	0.07%	0.11%	0.07%
CIVI	D	0.1%	0.05%	0.05%
CLF	F	0.12%	0.06%	0.06%
CNM	D	0.18%	0.17%	0.17%
CROX	D	0.13%	0.03%	0.03%
CSL	C	0.46%	0.09%	0.09%
DAY	B	0.26%	0.04%	0.04%
DBX	B	0.14%	0.06%	0.06%
DJT	C	0.04%	0.03%	0.03%
DKNG	B	0.43%	0.59%	0.43%
DKS	C	0.25%	0.03%	0.03%
DOCU	A	0.36%	0.52%	0.36%
DT	C	0.35%	0.5%	0.35%
DUOL	A	0.26%	0.37%	0.26%
DVA	B	0.16%	0.26%	0.16%
EG	C	0.36%	0.09%	0.09%
ELF	C	0.15%	0.21%	0.15%
EME	C	0.52%	0.3%	0.3%
ENTG	D	0.33%	0.48%	0.33%
EPAM	C	0.3%	0.03%	0.03%
EQH	B	0.34%	0.41%	0.34%
EQT	B	0.56%	0.05%	0.05%
ESTC	C	0.16%	0.23%	0.16%
ETSY	D	0.13%	0.12%	0.12%
EXAS	D	0.2%	0.12%	0.12%
EXEL	B	0.22%	0.27%	0.22%
EXP	A	0.22%	0.25%	0.22%
FDS	B	0.41%	0.21%	0.21%
FIVE	F	0.11%	0.12%	0.11%
FIX	A	0.35%	0.51%	0.35%
FND	C	0.24%	0.13%	0.13%
FRPT	B	0.16%	0.07%	0.07%
GNRC	B	0.24%	0.17%	0.17%
GWRE	A	0.35%	0.23%	0.23%
H	B	0.15%	0.03%	0.03%
HAS	D	0.18%	0.25%	0.18%
HLI	B	0.22%	0.03%	0.03%
HRB	D	0.19%	0.05%	0.05%
INCY	C	0.27%	0.02%	0.02%
INSP	D	0.11%	0.17%	0.11%
IONS	F	0.12%	0.16%	0.12%
ITCI	C	0.18%	0.28%	0.18%
JBL	B	0.32%	0.04%	0.04%
JEF	A	0.27%	0.12%	0.12%
JLL	D	0.27%	0.13%	0.13%
KBR	F	0.17%	0.02%	0.02%
KMX	B	0.27%	0.03%	0.03%
KNSL	B	0.23%	0.33%	0.23%
LAMR	D	0.25%	0.09%	0.09%
LBRDK	C	0.25%	0.08%	0.08%
LECO	B	0.26%	0.1%	0.1%
LNW	D	0.18%	0.27%	0.18%
LPX	B	0.16%	0.16%	0.16%
LSCC	D	0.15%	0.19%	0.15%
LW	C	0.24%	0.11%	0.11%
LYFT	C	0.15%	0.15%	0.15%
MANH	D	0.37%	0.54%	0.37%
MASI	A	0.16%	0.12%	0.12%
MEDP	D	0.17%	0.26%	0.17%
MKSI	C	0.16%	0.01%	0.01%
MORN	B	0.2%	0.29%	0.2%
MTDR	B	0.15%	0.02%	0.02%
MTN	C	0.15%	0.18%	0.15%
MUSA	A	0.22%	0.32%	0.22%
NBIX	C	0.26%	0.38%	0.26%
NCLH	B	0.26%	0.37%	0.26%
NRG	B	0.42%	0.26%	0.26%
NTNX	A	0.38%	0.16%	0.16%
NTRA	B	0.4%	0.54%	0.4%
NXST	C	0.11%	0.06%	0.06%
OKTA	C	0.26%	0.17%	0.17%
OLED	D	0.16%	0.13%	0.13%
ONTO	D	0.17%	0.07%	0.07%
OWL	A	0.26%	0.37%	0.26%
PATH	C	0.12%	0.15%	0.12%
PAYC	B	0.24%	0.23%	0.23%
PCOR	B	0.16%	0.24%	0.16%
PCTY	B	0.19%	0.28%	0.19%
PEN	B	0.2%	0.29%	0.2%
PFGC	B	0.29%	0.06%	0.06%
PINS	D	0.38%	0.55%	0.38%
PLNT	A	0.18%	0.15%	0.15%
PODD	C	0.4%	0.59%	0.4%
POOL	C	0.3%	0.44%	0.3%
PPC	C	0.05%	0.01%	0.01%
PR	B	0.21%	0.07%	0.07%
RGEN	D	0.14%	0.03%	0.03%
RH	B	0.1%	0.03%	0.03%
RLI	B	0.16%	0.01%	0.01%
ROKU	D	0.19%	0.04%	0.04%
RPM	A	0.39%	0.13%	0.13%
RYAN	B	0.16%	0.24%	0.16%
S	B	0.17%	0.04%	0.04%
SAIA	B	0.31%	0.26%	0.26%
SEE	C	0.12%	0.01%	0.01%
SITE	D	0.14%	0.08%	0.08%
SKX	D	0.18%	0.02%	0.02%
SMAR	A	0.17%	0.24%	0.17%
SOFI	A	0.32%	0.07%	0.07%
SRPT	D	0.22%	0.31%	0.22%
SSD	D	0.17%	0.02%	0.02%
TKO	B	0.18%	0.04%	0.04%
TOST	B	0.37%	0.59%	0.37%
TPL	A	0.57%	0.83%	0.57%
TPX	B	0.21%	0.3%	0.21%
TREX	C	0.16%	0.24%	0.16%
TTEK	F	0.24%	0.08%	0.08%
TW	A	0.33%	0.19%	0.19%
TWLO	A	0.34%	0.11%	0.11%
TXRH	C	0.29%	0.43%	0.29%
U	C	0.11%	0.08%	0.08%
UHAL	D	0.15%	0.09%	0.09%
UHAL	D	0.15%	0.01%	0.01%
UI	A	0.03%	0.02%	0.02%
VVV	F	0.12%	0.18%	0.12%
WEX	D	0.16%	0.02%	0.02%
WFRD	D	0.13%	0.19%	0.13%
WH	B	0.17%	0.02%	0.02%
WING	D	0.21%	0.3%	0.21%
WMS	D	0.21%	0.11%	0.11%
WSC	D	0.14%	0.06%	0.06%
WSM	B	0.37%	0.32%	0.32%
WU	D	0.08%	0.01%	0.01%
WYNN	D	0.19%	0.02%	0.02%
XPO	B	0.38%	0.55%	0.38%

SCHM Overweight 331 Positions Relative to IWP

Symbol	Grade	Weight
UAL	A	0.66%
HOOD	B	0.51%
PKG	A	0.47%
IP	B	0.44%
STLD	B	0.44%
IBKR	A	0.43%
SNA	A	0.42%
WSO	A	0.4%
PNR	A	0.39%
KEY	B	0.39%
RS	B	0.38%
RBA	A	0.38%
MAS	D	0.38%
IEX	B	0.38%
TRMB	B	0.38%
KIM	A	0.37%
OC	A	0.37%
UTHR	C	0.36%
NI	A	0.36%
LNT	A	0.35%
TOL	B	0.35%
FNF	B	0.35%
USFD	A	0.35%
TXT	D	0.35%
MRO	B	0.35%
GGG	B	0.34%
L	A	0.34%
RGA	A	0.34%
VTRS	A	0.34%
DOC	D	0.33%
FLEX	A	0.33%
Z	A	0.33%
THC	D	0.33%
EWBC	A	0.32%
ACM	A	0.32%
NWSA	B	0.32%
COHR	B	0.32%
EVRG	A	0.32%
NDSN	B	0.31%
FFIV	B	0.31%
SFM	A	0.31%
AFRM	B	0.3%
GLPI	C	0.3%
RNR	C	0.3%
CW	B	0.3%
CHRW	C	0.29%
TPR	B	0.29%
ELS	C	0.29%
UDR	B	0.29%
ITT	A	0.28%
UNM	A	0.28%
CLH	B	0.28%
JKHY	D	0.28%
CPT	B	0.28%
BG	F	0.28%
UHS	D	0.27%
JNPR	F	0.27%
REG	B	0.27%
FTI	A	0.27%
BMRN	D	0.27%
NVT	B	0.27%
HST	C	0.27%
ALB	C	0.27%
ALLE	D	0.27%
WPC	D	0.27%
SCI	B	0.27%
OVV	B	0.26%
BJ	A	0.26%
SF	B	0.26%
AMH	D	0.26%
EMN	D	0.26%
ATR	B	0.25%
SNAP	C	0.25%
RRX	B	0.25%
AIZ	A	0.25%
AA	B	0.25%
SJM	D	0.25%
INSM	C	0.25%
BXP	D	0.25%
TECH	D	0.24%
EVR	B	0.24%
CTLT	B	0.24%
CCK	C	0.24%
CUBE	D	0.24%
FHN	A	0.24%
TAP	C	0.24%
IPG	D	0.23%
AIT	A	0.23%
WBS	A	0.23%
GME	C	0.23%
OHI	C	0.23%
PNW	B	0.23%
CACI	D	0.23%
CG	A	0.23%
WTRG	B	0.22%
PCVX	D	0.22%
DTM	B	0.22%
GL	B	0.22%
ARMK	B	0.22%
WAL	B	0.22%
MKTX	D	0.22%
LAD	A	0.22%
AES	F	0.22%
AFG	A	0.22%
EHC	B	0.22%
RPRX	D	0.22%
AYI	B	0.22%
MLI	C	0.22%
LKQ	D	0.22%
WWD	B	0.22%
PRI	A	0.22%
ALSN	B	0.22%
IOT	A	0.22%
BRBR	A	0.21%
SOLV	C	0.21%
PNFP	B	0.21%
CNH	C	0.21%
CIEN	B	0.21%
CRL	C	0.21%
AXTA	A	0.2%
FLR	B	0.2%
AR	B	0.2%
CFR	B	0.2%
ORI	A	0.2%
KNX	B	0.2%
TFX	F	0.2%
RBC	A	0.2%
WCC	B	0.2%
CMA	A	0.2%
INGR	B	0.2%
GMED	A	0.2%
FBIN	D	0.2%
REXR	F	0.2%
DCI	B	0.2%
RGLD	C	0.2%
RL	B	0.19%
EGP	F	0.19%
CBSH	A	0.19%
MOS	F	0.19%
TTC	D	0.19%
CR	A	0.19%
GPK	C	0.19%
FN	D	0.19%
CPB	D	0.19%
APG	B	0.19%
FRT	B	0.19%
NYT	C	0.19%
OGE	B	0.19%
MGM	D	0.19%
HQY	B	0.19%
RVMD	C	0.19%
AOS	F	0.19%
BRX	A	0.19%
HSIC	B	0.19%
CRS	A	0.19%
WTFC	A	0.19%
SNX	C	0.19%
ZION	B	0.19%
MTCH	D	0.18%
SEIC	B	0.18%
IVZ	B	0.18%
CZR	F	0.18%
X	C	0.18%
VOYA	B	0.18%
SNV	B	0.18%
SSB	B	0.18%
RRC	B	0.18%
ENSG	D	0.18%
APA	D	0.18%
CRBG	B	0.18%
MTZ	B	0.18%
AGNC	D	0.17%
JAZZ	B	0.17%
RHI	B	0.17%
JXN	C	0.17%
HII	D	0.17%
GKOS	B	0.17%
ACI	C	0.17%
ADC	B	0.17%
BERY	B	0.17%
FYBR	D	0.17%
NNN	D	0.17%
FLS	B	0.17%
BWA	D	0.17%
PB	A	0.17%
UFPI	B	0.17%
CHRD	D	0.17%
GXO	B	0.16%
BBWI	D	0.16%
OSK	B	0.16%
MTSI	B	0.16%
COKE	C	0.16%
ALV	C	0.16%
EXLS	B	0.16%
RIVN	F	0.16%
MIDD	C	0.16%
TMHC	B	0.16%
G	B	0.16%
MHK	D	0.16%
CVLT	B	0.16%
ANF	C	0.16%
KEX	C	0.16%
SPSC	C	0.15%
STAG	F	0.15%
AXS	A	0.15%
PARA	C	0.15%
VFC	C	0.15%
BEN	C	0.15%
OMF	A	0.15%
FAF	A	0.15%
VNO	B	0.15%
MSA	D	0.15%
FMC	D	0.15%
VMI	B	0.15%
ALK	C	0.15%
CMC	B	0.15%
DINO	D	0.15%
DAR	C	0.15%
FCN	D	0.15%
ELAN	D	0.15%
FR	C	0.15%
GNTX	C	0.15%
GTLS	B	0.15%
ATI	D	0.15%
BIO	D	0.14%
WHR	B	0.14%
STWD	C	0.14%
QRVO	F	0.14%
IDA	A	0.14%
SAIC	F	0.14%
NOV	C	0.14%
MAT	D	0.14%
GBCI	B	0.14%
MTG	C	0.14%
LSTR	D	0.14%
MTH	D	0.14%
KBH	D	0.13%
JHG	A	0.13%
SIRI	C	0.13%
COLD	D	0.13%
PVH	C	0.13%
HALO	F	0.13%
SUM	B	0.13%
THO	B	0.13%
AGCO	D	0.13%
CHX	C	0.13%
THG	A	0.13%
TRNO	F	0.13%
ESNT	D	0.13%
CYTK	F	0.13%
LFUS	F	0.13%
SIGI	C	0.13%
LNC	B	0.13%
NOVT	D	0.13%
WBA	F	0.13%
ARW	D	0.13%
BC	C	0.12%
FFIN	B	0.12%
LNTH	D	0.12%
QLYS	C	0.12%
CRUS	D	0.12%
LEA	D	0.12%
RMBS	C	0.12%
EDR	A	0.12%
AMG	B	0.12%
NFG	A	0.12%
ZWS	B	0.12%
OLLI	D	0.12%
MMS	F	0.11%
GAP	C	0.11%
VLY	B	0.11%
POR	C	0.11%
ST	F	0.11%
TKR	D	0.11%
HXL	D	0.11%
OLN	D	0.11%
ROIV	C	0.11%
SON	D	0.11%
BYD	C	0.11%
POST	C	0.11%
AL	B	0.11%
OZK	B	0.11%
UGI	A	0.11%
EEFT	B	0.1%
AN	C	0.1%
BKH	A	0.1%
PSN	D	0.1%
MUR	D	0.1%
ALKS	B	0.1%
OGN	D	0.09%
HOG	D	0.09%
ASGN	F	0.09%
RYN	D	0.09%
CRSP	D	0.09%
KRC	C	0.09%
WLK	D	0.09%
FLO	D	0.09%
NSIT	F	0.09%
DLB	B	0.09%
LANC	C	0.08%
PII	D	0.08%
ACHC	F	0.08%
XRAY	F	0.08%
W	F	0.08%
OPCH	D	0.08%
MDU	D	0.08%
ASH	D	0.08%
DNB	B	0.08%
ALGM	D	0.07%
PAG	B	0.07%
PBF	D	0.07%
VAL	D	0.07%
RIG	D	0.07%
IAC	D	0.07%
AGR	B	0.06%
SMMT	D	0.06%
BOKF	B	0.06%
COTY	F	0.06%
ADTN	A	0.06%
COLM	B	0.06%
TNET	D	0.06%
AMKR	D	0.06%
INFA	D	0.05%
SHC	F	0.05%
RCM	F	0.05%
LCID	F	0.05%
CNXC	F	0.04%
CLVT	F	0.04%
REYN	D	0.03%
FG	B	0.02%
CNA	B	0.02%

SCHM Underweight 138 Positions Relative to IWP

Symbol	Grade	Weight
PLTR	B	-4.32%
APP	B	-2.49%
TTD	B	-1.7%
AMP	A	-1.68%
COIN	C	-1.65%
VST	B	-1.6%
FICO	B	-1.48%
GWW	B	-1.45%
AXON	A	-1.41%
VRT	B	-1.41%
TRGP	B	-1.4%
ODFL	B	-1.38%
COR	B	-1.3%
VRSK	A	-1.3%
IT	C	-1.29%
FAST	B	-1.29%
DDOG	A	-1.23%
IDXX	F	-1.13%
HUBS	A	-1.08%
VEEV	C	-1.03%
HLT	A	-1.02%
ARES	A	-1.0%
DXCM	D	-0.99%
TSCO	D	-0.97%
CPNG	D	-0.93%
MPWR	F	-0.88%
NET	B	-0.88%
DECK	A	-0.87%
HES	B	-0.86%
ALNY	D	-0.86%
MSCI	C	-0.86%
RBLX	C	-0.85%
GDDY	A	-0.84%
CPAY	A	-0.81%
LNG	B	-0.81%
BR	A	-0.8%
SYY	B	-0.76%
LPLA	A	-0.76%
EXPE	B	-0.75%
TYL	B	-0.7%
CLX	B	-0.68%
LYV	A	-0.67%
LII	A	-0.64%
SQ	B	-0.64%
MDB	C	-0.64%
RCL	A	-0.62%
IRM	D	-0.62%
ZS	C	-0.6%
CAH	B	-0.56%
LVS	C	-0.55%
HEI	B	-0.55%
PAYX	C	-0.54%
SPG	B	-0.49%
ULTA	F	-0.49%
TER	D	-0.48%
PWR	A	-0.47%
YUM	B	-0.47%
PTC	A	-0.45%
WST	C	-0.45%
ROL	B	-0.45%
URI	B	-0.44%
WAT	B	-0.42%
PSTG	D	-0.42%
HEI	B	-0.39%
CDW	F	-0.39%
BRO	B	-0.38%
VLTO	D	-0.37%
CAVA	B	-0.35%
ROST	C	-0.35%
MOH	F	-0.35%
NTAP	C	-0.35%
DRI	B	-0.34%
ALGN	D	-0.32%
VMC	B	-0.31%
CVNA	B	-0.3%
SMCI	F	-0.3%
RMD	C	-0.3%
HPQ	B	-0.28%
ENPH	F	-0.26%
ALL	A	-0.26%
GTLB	B	-0.23%
GLOB	B	-0.21%
FWONK	B	-0.2%
EFX	F	-0.2%
FOUR	B	-0.19%
LAZ	B	-0.18%
MKL	A	-0.17%
VKTX	F	-0.17%
APPF	B	-0.17%
DPZ	C	-0.17%
AZEK	A	-0.15%
ZBRA	B	-0.14%
AJG	B	-0.14%
PEGA	A	-0.13%
IQV	D	-0.13%
RARE	D	-0.13%
HCP	B	-0.12%
MSTR	C	-0.11%
HSY	F	-0.11%
GEHC	F	-0.11%
RNG	B	-0.1%
ROK	B	-0.1%
FERG	B	-0.09%
HWM	A	-0.09%
EXPD	D	-0.09%
FIVN	C	-0.09%
TDC	D	-0.09%
MLM	B	-0.07%
BROS	B	-0.07%
NCNO	B	-0.07%
AWI	A	-0.07%
BLDR	D	-0.06%
VNOM	A	-0.05%
LOPE	B	-0.05%
WEN	D	-0.05%
DV	C	-0.05%
SN	D	-0.04%
TPG	A	-0.04%
LOAR	A	-0.03%
TXG	F	-0.03%
YETI	C	-0.03%
VRSN	F	-0.03%
TRU	D	-0.03%
SPR	D	-0.02%
SAM	C	-0.02%
FWONA	B	-0.02%
CAR	C	-0.02%
FTRE	D	-0.01%
CC	C	-0.01%
NFE	D	-0.01%
IRDM	D	-0.01%
MSGS	A	-0.01%
LBRDA	C	-0.01%
UWMC	D	-0.01%
DOCS	C	-0.01%
ALAB	B	-0.0%
TRIP	F	-0.0%
PYCR	C	-0.0%