The Mid-Cap Core fund is an exchange traded fund (ETF) within the Schwab family. An extremely similar return profile for SCHM can be found in 30 other funds we are tracking.

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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