ETF PROAI

SCHMvsSFY

Schwab U.S. Mid-Cap ETF against SOFI SELECT 500 ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
SCHM 116SFY 119Oct 25Oct 26GROWTH OF $100
Head to head
SCHMSFY
Expense ratio0.040%—
Assets$11.5B$852M
Net flow, 1 month——
Net flow, 1 year——
Return, YTD+15.0%+17.4%
Return, 1 year+15.6%+19.1%
Avg daily volume2.6M14K
Holdings4970
ListedJan 13, 2011Dec 26, 2023
Options marketYesYes

MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.