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SCHM: Schwab U.S. Mid-Cap ETF (ETF)
Basic Info 34.83 0.94(2.63%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (26%) |
| Start Date: | 01/13/2011 |
| Last Dividend Date: | 03/25/2026 |
| 12-Mo. Yield | 1.60% |
| Expenses | 0.04% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/13/2011 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 16.1 | 29.7 | 17.4 | 7.5 | 11.1 | 11.2 | 11.3 | 10.2 | 12.0 | 16.7 | -17.1 | 19.4 | 15.2 | 27.5 | -8.8 | 19.6 | 14.5 | -0.0 | 10.3 | 36.3 | 17.5 | -2.9 |
| Sharpe Ratio | NA | 2.21 | 1.71 | 0.8 | 0.26 | 0.46 | NA | 0.52 | 0.35 | 0.56 | 0.77 | -0.71 | 1.15 | 0.38 | 1.91 | -0.62 | 2.23 | 0.93 | 0.0 | 0.79 | 2.76 | 1.18 | -0.11 |
| Draw Down(%) | NA | 9.3 | 9.3 | 23.3 | 26.5 | 42.4 | NA | 42.4 | 21.4 | 8.2 | 14.5 | 24.5 | 8.8 | 42.4 | 7.2 | 22.7 | 3.7 | 13.0 | 12.4 | 10.8 | 7.3 | 12.1 | 26.4 |
| Standard Deviation(%) | NA | 17.8 | 15.8 | 17.7 | 19.6 | 20.6 | NA | 19.6 | 20.9 | 15.0 | 17.2 | 26.3 | 16.8 | 39.3 | 13.6 | 16.4 | 8.5 | 15.3 | 14.8 | 13.0 | 13.1 | 14.9 | 28.5 |
| Treynor Ratio | NA | 0.33 | 0.23 | 0.12 | 0.05 | 0.09 | NA | 0.1 | 0.06 | 0.07 | 0.12 | -0.18 | 0.18 | 0.15 | 0.25 | -0.1 | 0.18 | 0.14 | 0.0 | 0.1 | 0.35 | 0.18 | -0.03 |
| Alpha | NA | 0.05 | 0.03 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | -0.02 | 0.0 | 0.01 | -0.02 | -0.01 | -0.02 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.01 | 0.01 |
| Beta | NA | 1.18 | 1.19 | 1.15 | 1.08 | 1.04 | NA | 1.03 | 1.15 | 1.14 | 1.1 | 1.01 | 1.08 | 1.0 | 1.05 | 1.0 | 1.04 | 0.99 | 0.96 | 1.02 | 1.03 | 0.99 | 1.03 |
| RSquared | NA | 0.87 | 0.89 | 0.93 | 0.95 | 0.93 | NA | 0.94 | 0.95 | 0.92 | 0.95 | 0.98 | 0.93 | 0.89 | 0.97 | 0.98 | 0.93 | 0.98 | 0.98 | 0.96 | 0.97 | 0.98 | 0.99 |
| Yield(%) | N/A | 0.2 | 1.6 | 1.2 | 1.2 | 2.0 | 2.8 | N/A | 1.6 | 1.3 | 1.7 | 1.4 | 1.4 | 1.5 | 1.9 | 1.4 | 1.5 | 1.7 | 1.5 | 1.6 | 1.7 | 1.9 | 1.1 |
| Dividend Growth(%) | N/A | -82.6 | -43.6 | -19.6 | 19.9 | N/A | N/A | N/A | -54.0 | -15.8 | 3.3 | 20.0 | 2.2 | 0.0 | 19.0 | 10.5 | -0.7 | 11.0 | 2.2 | 26.4 | 2.4 | 61.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/13/2011
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See MID-CAP BLEND Asset Class Trend Rankings |
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