Schwab U.S. Mid-Cap ETF
0.04%
15.3B
15,320M USDMedium
590
Physical
Distributing
USD
US
Dow Jones U.S. Mid-Cap Total Stock Market
Schwab
2011-01-13 (15 years)
With 15.3B in assets, this is a large fund — good liquidity and tight spreads.
A TER of 0.04% is among the lowest on the market — excellent value.
Launched in 2011-01-13, this fund has 15 years of history — long and reliable track record.
Medium risk — good risk/return balance for a 5+ year horizon.
Simulated from available data points. Past returns do not guarantee future results.
| Period | Ann. Return | Cumulative |
|---|---|---|
| 1 Month (est.) | — | +1.7% |
| 3 Months (est.) | — | +5.2% |
| 6 Months (est.) | — | +10.6% |
| YTD (est.) | — | +8.8% |
| 1 Year | +22.4% | +22.4% |
| 3 Years | +12.9% | +43.9% |
| 5 Years | +5.7% | +32.1% |
| Since inception (15y) | +13.7% | +583.7% |
590
73.0%
12.6%
17.5%
18.6%
1.49
0.61
0.23
0.04%
-25.1%
0.23
18.6%
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The Schwab U.S. Mid-Cap ETF tracks the Dow Jones U.S. Mid-Cap Total Stock Market index. It is managed by Schwab using physical replication and follows a distributing distribution policy. The fund is denominated in USD and domiciled in US. It has a total expense ratio (TER) of 0.04%.
This ranking is for informational purposes only and does not constitute a recommendation to buy or sell any security. Displayed performance is simulated.