Schwab U.S. Mid-Cap ETF SCHM sweeps in stocks that are representative of the investment opportunity set in the U.S. mid-cap space. It leverages the market’s collective wisdom to size positions via market-cap weighting to deliver a diversified and low-turnover portfolio. Its competitive fee gives it a durable edge over its mid-blend Morningstar Category peers. These factors support a Morningstar Analyst Rating of Silver.
Will SCHM outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCHM’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SCHM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SCHM’s parent organization’s priorities and whether they’re in line with investors’ interests.