Schwab U.S. Mid-Cap ETF (SCHM)

$57.99
D Fund
Sector
Fund TypeETF
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Mid Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Schwab U.S. Mid-Cap ETF 16 0.99 21.34% -2.32% 0.07%
U.S. Mid Cap 15 0.95 23.21% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 1.22% 2.39% -1.16%
Year-to-Date 21.34% 23.21% -1.86%
1 Year 4.22% 6.82% -2.60%

Risk, Fees & Styles

(as of 5/31/2019)
RISK PROFILE Help

Fund's Risk

16%

(high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 16% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.07%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$92

Real cost (fees + lost compounding)

$114

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
-0.87%