The Mid-Cap Core fund is an exchange traded fund (ETF) within the Schwab family. 30 other funds in our database have a greater than 99% correlation with SCHM.

Within the Schwab family of funds, the most positively correlated other funds are Multi-Cap Core, Large-Cap Core, Small-Cap Core, Large-Cap Growth, Large-Cap Value.

Outside of the Schwab family, the most positively correlated other funds are iShares - Core S&P Mid-Cap ETF, SPDR - S&P MIDCAP 400, iShares - Russell Mid-Cap ETF, Fidelity - Spartan Mid-Cap Index Fund - Fidelity Advantage Class , Vanguard Mutual Funds - Mid-Cap Index Admiral Shares.

Extremely Similar Funds

There are multiple other funds which have extremely high correlation to Schwab's Mid-Cap Core fund.
99.9% IJH iShares Core S&P Mid-Cap ETF
99.9% MDY SPDR S&P MIDCAP 400
99.9% IWR iShares Russell Mid-Cap ETF
99.9% FSCKX Fidelity Spartan Mid-Cap Index Fund - Fidelity Advantage Class
99.9% VIMAX Vanguard Mutual Funds Mid-Cap Index Admiral Shares
99.9% FSCLX Fidelity Spartan Mid-Cap Index Fund - Investor Class
99.9% VO Vanguard Mid-Cap
99.9% VOE Vanguard Mid-Cap Value
99.9% IJK iShares S&P Mid-Cap 400 Growth ETF
99.9% MDYG SPDR S&P 400 Mid Cap Growth
99.8% VMVAX Vanguard Mutual Funds Mid-Cap Value Index Admiral
99.8% IWP iShares Russell Mid-Cap Growth ETF
99.8% VSEQX Vanguard Mutual Funds Strategic Equity
99.8% VDEQX Vanguard Mutual Funds Diversified Equity
99.8% JKG iShares Morningstar Mid-Cap ETF
99.8% VBR Vanguard Small-Cap Value
99.8% VSTCX Vanguard Mutual Funds Strategic Small-Cap Equity
99.7% FFNOX Fidelity Four-in-One Index Fund
99.7% VOT Vanguard Mid-Cap Growth
99.7% IWS iShares Russell Mid-Cap Value ETF
99.7% VASGX Vanguard Mutual Funds LifeStrategy Growth
99.7% IWV iShares Russell 3000 ETF
99.7% VMGMX Vanguard Mutual Funds Mid-Cap Growth Index Admiral
99.7% FSTMX Fidelity Spartan Total Market Index Fund - Investor Class
99.7% FSTVX Fidelity Spartan Total Market Index Fund - Fidelity Advantage Class
99.7% VTSAX Vanguard Mutual Funds Total Stock Market Index Admiral Shares
99.7% VTI Vanguard Total Stock Market
99.7% VTTHX Vanguard Mutual Funds Target Retirement 2035
99.7% VTHRX Vanguard Mutual Funds Target Retirement 2030
99.7% SCHB Schwab Multi-Cap Core

Performance for the previous 2 years


Positively Correlated Schwab ETFs
SCHB Schwab Multi-Cap Core 99.7%
SCHX Schwab Large-Cap Core 99.5%
SCHA Schwab Small-Cap Core 99.3%
SCHG Schwab Large-Cap Growth 99.2%
SCHV Schwab Large-Cap Value 99.2%
Negatively Correlated Schwab funds
SCHE Schwab Emerging Markets -2.5%
SCHP Schwab Inflation Protected Bond 19.7%
SCHR Schwab General U.S. Treasury 69.0%
SCHZ Schwab Core Bond 81.4%
SCHO Schwab Short Term U.S. Treasury 85.4%

Positively Correlated Non-Schwab funds
IJH iShares Core S&P Mid-Cap ETF 99.9%
MDY SPDR S&P MIDCAP 400 99.9%
IWR iShares Russell Mid-Cap ETF 99.9%
FSCKX Fidelity Spartan Mid-Cap Index Fund - Fidelity Advantage Class 99.9%
VIMAX Vanguard Mutual Funds Mid-Cap Index Admiral Shares 99.9%
Negatively Correlated Non-Schwab funds
DBP PowerShares DB Precious Metals Fund -92.9%
DBS PowerShares DB Silver Fund -91.4%
PSAU PowerShares Global Gold and Precious Metals Portfolio -91.4%
DGL PowerShares DB Gold Fund -91.1%
BIL SPDR Barclays 1-3 Month T-Bill -91.0%

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