SCHM's low expense ratio and broad diversification are positives, but its performance consistently lags both its index and peer mid-cap ETFs like REGL and MDY. Despite mid-caps historically outperforming large and small caps, SCHM has underperformed the S&P 500 and other mid-cap funds over multiple timeframes. Key metrics—higher valuation ratios and lower long-term earnings growth—make SCHM less attractive compared to alternatives, even with its low fees.
If you're interested in broad exposure to the Mid Cap Blend segment of the US equity market, look no further than the Schwab U.S. Mid-Cap ETF (SCHM), a passively managed exchange traded fund launched on 01/13/2011.
The Schwab U.S. Mid-Cap ETF (SCHM) was launched on 01/13/2011, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Blend segment of the US equity market.
Looking for broad exposure to the Mid Cap Blend segment of the US equity market? You should consider the Schwab U.S. Mid-Cap ETF (SCHM), a passively managed exchange traded fund launched on 01/13/2011.
Launched on 01/13/2011, the Schwab U.S. Mid-Cap ETF (SCHM) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Blend segment of the US equity market.
SCHM's earnings growth outlook is improving for 2025 and 2026 due to a favorable macroeconomic environment and potential Federal Reserve rate cuts. The fund's high exposure to cyclical sectors positions it to benefit significantly from economic upturns, despite underperforming in recent years. SCHM currently trades at an inexpensive valuation with a forward P/E ratio of 15.4x, slightly below its 20-year average.
Looking for broad exposure to the Mid Cap Blend segment of the US equity market? You should consider the Schwab U.S. Mid-Cap ETF (SCHM), a passively managed exchange traded fund launched on 01/13/2011.
Designed to provide broad exposure to the Mid Cap Blend segment of the US equity market, the Schwab U.S. Mid-Cap ETF (SCHM) is a passively managed exchange traded fund launched on 01/13/2011.