SCHMvsXMMO

Schwab U.S. Mid-Cap ETF or Invesco S&P MidCap Momentum ETF, side by side from their own SEC filings. 15% of their stock holdings are the same at the same weight, across 57 stocks in both. SCHM costs 0.03% a year against 0.35% for XMMO, $32 a year less on $10,000. Over the last twelve months SCHM returned +32.5% and XMMO +18.9%.

15%of the two portfolios is the same stocks at the same weight
SCHM15% in stocks the other holds too
XMMO83% in stocks the other holds too
stocks in bothstocks only in that fundbonds, cash and unmatched shares

The two funds

From each fund's latest N-PORT filing and its prospectus.

SCHMXMMOYearly cost0.03%0.35%Net assets$14.6B$7.2BPositions49978Last 12 months+32.5%+18.9%3 years, a year+19.1%+23.8%5 years, a year+7.9%+13.4%Largest holdingSNDK 4.6%Invesco 5.3%Main sectorTechnology 22%Industrials 43%Holdings as ofMay 31, 2026Jul 31, 2026

Returns are total returns with dividends reinvested, from the funds’ own monthly figures; “(price)” marks a fund whose filing record is younger than a year, whose twelve months are its price change. The stronger figure in each row is set in bold. Past returns say what happened, not what will.

Growth of $100

Both funds from September 2019, the first month both report, dividends reinvested.

SCHM$211XMMO$306
September 2019May 2026

More comparisons

From each fund’s Form N-PORT (SCHM: May 2026, XMMO: July 2026) and prospectus, via the SEC’s public data sets. Overlap counts only the stocks we can match to a listing: stock by stock, the smaller of the two weights, added up.