Broadly diversified and highly representative of the mid-cap blend Morningstar Category, Schwab U.S. Mid-Cap ETF is a great choice for exposure to mid-cap stocks. It is extremely cheap, and market-cap-weighting adds to its appeal. As a result of its highly competitive category, this fund's Morningstar Analyst Rating receives a downgrade to Silver from Gold under Morningstar's enhanced ratings framework, which places a greater emphasis on fees.
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.