SWMCX
Schwab Capital Trust - Schwab U.S. Mid-Cap Index Fund
1W: -0.7%
1M: -2.8%
3M: -2.4%
YTD: +11.5%
1Y: +12.9%
3Y: +61.2%
5Y: +47.9%
$16.33
+0.11 (+0.68%)
Weekly Expected Move ±1.3%
$16
$16
$16
$16
$17
Similar ETFs
20 peers by holdings overlap (794 holdings)
FSMDX
Fidelity Mid Cap Index
99.1%
Shared781 holdings
Total802
AUM$52.1B
Price$41.93
FIMVX
Fidelity Mid Cap Value Index Fund
79.6%
Shared688 holdings
Total711
AUM$1.7B
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CMJAX
Calvert US Mid Cap Core Rspnb Idx A
67.8%
Shared513 holdings
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Price$49.93
SEMCX
SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F
41.9%
Shared298 holdings
Total315
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NAESX
Vanguard Morningstar Small-Cap Index Fund Investor Shares
40.2%
Shared549 holdings
Total1,303
AUM$133.4B
Price$138.44
DFSTX
DFA US Small Cap I
39.5%
Shared1437 holdings
Total2,256
AUM$19.6B
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NIZ
ETF
34.9%
Shared422 holdings
Total801
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DFFVX
DFA U.S. Targeted Value Portfolio
32.7%
Shared822 holdings
Total1,565
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FSMAX
Fidelity Extended Market Index Fund
32.5%
Shared455 holdings
Total3,169
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PRDMX
T. Rowe Price Diversified Mid Cap Growth Fund
32.3%
Shared205 holdings
Total252
AUM$4.8B
Price$48.90
FLCOX
Fidelity Large Cap Value Index Fund
32.0%
Shared689 holdings
Total862
AUM$14.0B
Price$24.82
IWR
iShares Russell Mid-Cap ETF
31.6%
Shared387 holdings
Total821
AUM$55.6B
Price$108.28
IWR*.MX
ETF
31.6%
Shared387 holdings
Total—
AUM—
Price—
VSNGX
JPMorgan Mid Cap Equity Fund Class I
31.5%
Shared160 holdings
Total189
AUM$5.8B
Price$67.46
FMDGX
Fidelity Mid Cap Growth Index Fund
31.4%
Shared268 holdings
Total276
AUM$4.1B
Price$36.30
DFQTX
DFA U.S. Core Equity 2 Portfolio
31.2%
Shared2698 holdings
Total2,666
AUM$38.8B
Price$49.92
PEXMX
T. Rowe Price Extended Equity Market Index Fund
30.9%
Shared449 holdings
Total1,556
AUM$1.2B
Price$39.68
SPRAX
PGIM Quant Solutions Mid-Cap Value Fund
30.3%
Shared198 holdings
Total252
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Price$33.19
VUPA.DE
ETF
29.4%
Shared364 holdings
Total—
AUM—
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VRMD.L
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29.4%
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AUM—
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Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SWMCX | $2.8B | 790 | 8.1% | 21.6 | 3.8 | 1.9 | 17.3% | 8.1% | 1.63% | +16.7% | +36.8% | 56.8 | 6.3 |
| FSMDX | $52.1B | 802 | 8.1% | 21.6 | 3.8 | 1.9 | 17.3% | 8.1% | 1.63% | +16.7% | +36.8% | 56.8 | 6.3 |
| FIMVX | $1.7B | 711 | 8.0% | 19.4 | 3.0 | 1.7 | 14.8% | 8.2% | 1.95% | +13.3% | +35.5% | 55.2 | 6.3 |
| CMJAX | $492M | 620 | 7.7% | 25.4 | 3.8 | 2.3 | 14.0% | 8.2% | 1.63% | +15.1% | +34.8% | 57.0 | 6.3 |
| SEMCX | $56M | 315 | 12.4% | 17.4 | 3.3 | 1.6 | 19.5% | 8.9% | 1.69% | +14.6% | +47.8% | 59.1 | 6.7 |
| NAESX | $133.4B | 1303 | 4.0% | 33.5 | 3.9 | 2.3 | 9.1% | 5.1% | 1.56% | +18.3% | +31.5% | 53.8 | 6.0 |
| DFSTX | $19.6B | 2256 | 28.8% | 19.4 | 2.0 | 1.4 | 9.7% | 6.0% | 1.39% | +10.8% | +28.1% | 53.1 | 6.0 |
| NIZ | — | 801 | 9.4% | 27.3 | 4.9 | 2.4 | 17.6% | 8.1% | 1.55% | +19.7% | +40.8% | 56.7 | 6.4 |
| DFFVX | $15.6B | 1565 | 34.5% | 15.2 | 1.4 | 0.9 | 8.1% | 4.8% | 1.94% | +7.7% | +29.0% | 49.4 | 6.1 |
| FSMAX | $43.4B | 3169 | 7.2% | 40.1 | 5.3 | 3.6 | -1.3% | -1.0% | 1.28% | +22.6% | +33.5% | 52.8 | 5.8 |
| PRDMX | $4.8B | 252 | 22.6% | 35.8 | 10.6 | 2.1 | 30.5% | 5.5% | 0.65% | +25.2% | +34.4% | 59.9 | 6.3 |