SCHB was created on 2009-11-03 by Schwab. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 32684.2m in AUM and 2406 holdings. SCHB tracks a cap-weighted index of the largest 2",500 stocks in the US.
USVM was created on 2017-10-24 by VictoryShares. The fund's investment portfolio concentrates primarily on extended market equity. The ETF currently has 896.37m in AUM and 294 holdings. USVM tracks an index of small- and mid-cap US stocks that are selected by equal parts value and momentum", and weighted by volatility.
Key Details
Nov 03, 2009
Oct 24, 2017
Equity
Equity
Total Market
Extended Market
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -87.46% | $107.71M | 0.59% | |
VIXY | -80.57% | $178.15M | 0.85% | |
BTAL | -67.10% | $297.88M | 1.43% | |
IVOL | -45.63% | $357.32M | 1.02% | |
SPTS | -34.95% | $5.78B | 0.03% | |
XONE | -33.73% | $639.23M | 0.03% | |
FXY | -33.32% | $855.96M | 0.4% | |
FTSD | -32.77% | $228.22M | 0.25% | |
UTWO | -30.27% | $374.45M | 0.15% | |
SCHO | -29.01% | $10.89B | 0.03% | |
VGSH | -28.13% | $22.42B | 0.03% | |
IBTI | -23.70% | $1.02B | 0.07% | |
IBTG | -23.20% | $1.94B | 0.07% | |
XHLF | -22.70% | $1.64B | 0.03% | |
IBTH | -22.65% | $1.57B | 0.07% | |
BILS | -20.86% | $3.94B | 0.1356% | |
IBTJ | -20.66% | $669.37M | 0.07% | |
IEI | -18.95% | $15.22B | 0.15% | |
SHYM | -17.72% | $324.00M | 0.35% | |
IBTK | -17.49% | $429.15M | 0.07% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
JNJ | -0.02% | $373.57B | +6.77% | 3.23% |
VRCA | -0.08% | $57.62M | -92.74% | 0.00% |
AGL | 0.33% | $947.95M | -66.72% | 0.00% |
TEF | 0.40% | $29.51B | +15.71% | 5.96% |
SO | 0.49% | $98.42B | +14.16% | 3.23% |
LITB | 0.50% | $21.77M | -74.81% | 0.00% |
VSTA | -0.59% | $331.23M | +31.32% | 0.00% |
NEOG | 0.69% | $1.24B | -66.46% | 0.00% |
UUU | -0.91% | $7.36M | +96.30% | 0.00% |
STG | -0.92% | $32.24M | -0.16% | 0.00% |
WTRG | -0.95% | $10.68B | +3.08% | 3.40% |
AEP | -1.10% | $54.46B | +15.89% | 3.59% |
PPC | 1.49% | $10.70B | +45.42% | 0.00% |
ZCMD | -1.59% | $26.26M | -13.33% | 0.00% |
EXC | -1.75% | $43.29B | +23.40% | 3.60% |
LTM | -1.94% | $12.15B | -96.20% | 2.54% |
MO | -1.99% | $100.92B | +30.61% | 6.82% |
DFDV | -2.03% | $380.05M | +2,345.35% | 0.00% |
CARV | 2.04% | $8.38M | -11.35% | 0.00% |
MSEX | 2.11% | $1.02B | +9.89% | 2.34% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 85.34% | $97.47B | +41.16% | 0.56% |
BNT | 84.72% | $11.90B | +41.42% | 0.00% |
JHG | 83.57% | $5.81B | +11.60% | 4.28% |
AXP | 83.47% | $209.55B | +33.50% | 0.98% |
ITT | 83.41% | $11.99B | +17.20% | 0.89% |
PH | 82.11% | $85.83B | +26.04% | 1.01% |
KKR | 81.93% | $112.22B | +13.01% | 0.57% |
TROW | 81.56% | $20.95B | -19.67% | 5.29% |
BX | 81.07% | $171.54B | +14.55% | 2.49% |
MKSI | 80.73% | $6.28B | -31.19% | 0.94% |
APO | 80.64% | $78.88B | +16.60% | 1.39% |
GS | 80.43% | $191.52B | +39.11% | 1.93% |
EMR | 80.40% | $71.15B | +16.58% | 1.67% |
WAB | 80.20% | $34.93B | +23.56% | 0.44% |
ADI | 80.20% | $115.40B | -2.47% | 1.64% |
ARES | 80.08% | $36.87B | +22.76% | 2.31% |
BLK | 79.85% | $153.89B | +28.98% | 2.08% |
SEIC | 79.83% | $10.35B | +27.07% | 1.17% |
EVR | 79.76% | $9.57B | +25.27% | 1.31% |
FLS | 79.65% | $6.19B | -2.21% | 1.77% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -21.02% | $23.34B | +31.58% | 1.12% |
ED | -13.99% | $36.95B | +12.52% | 3.26% |
AWK | -11.71% | $27.42B | +9.74% | 2.22% |
FMTO | -11.00% | $5.10K | -99.92% | 0.00% |
K | -10.60% | $28.31B | +38.89% | 2.82% |
MKTX | -8.84% | $8.44B | +11.89% | 1.32% |
CME | -6.97% | $97.17B | +37.77% | 3.95% |
DG | -6.34% | $24.53B | -10.79% | 2.13% |
BCE | -5.67% | $20.69B | -34.53% | 12.44% |
AMT | -3.93% | $100.35B | +10.60% | 3.04% |
ASPS | -3.89% | $90.06M | -41.81% | 0.00% |
TU | -3.72% | $24.52B | -0.06% | 7.11% |
VSA | -3.68% | $8.67M | -17.07% | 0.00% |
KR | -3.40% | $43.03B | +28.80% | 1.97% |
DUK | -2.41% | $90.43B | +14.83% | 3.58% |
DFDV | -2.03% | $380.05M | +2,345.35% | 0.00% |
MO | -1.99% | $100.92B | +30.61% | 6.82% |
LTM | -1.94% | $12.15B | -96.20% | 2.54% |
EXC | -1.75% | $43.29B | +23.40% | 3.60% |
ZCMD | -1.59% | $26.26M | -13.33% | 0.00% |
SeekingAlpha
In virtually every case, the total return will outperform the price return over time because it reflects the compounding benefit of reinvested income.
SeekingAlpha
SCHB provides broad US equity exposure at a low 0.03% expense ratio. Learn more about SCHB ETF here and why I recommend it as a Buy.
SeekingAlpha
Q2 2025 Equity Market Outlook
SeekingAlpha
Schwab U.S. Broad Market offers broad market exposure with low expenses, but lags in liquidity vs. larger peers like SPY and VOO. Learn more on SCHB ETF here.
SeekingAlpha
We consider 3 notable relative equity market underperformers during US growthâs triumphant run and share 4 avenues of analysis we recommend. Click here to read more.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CYCN | -0.74% | $9.66M | +32.60% | 0.00% |
MO | 0.76% | $100.92B | +30.61% | 6.82% |
TU | 0.98% | $24.52B | -0.06% | 7.11% |
ZCMD | -1.11% | $26.26M | -13.33% | 0.00% |
AMT | 1.29% | $100.35B | +10.60% | 3.04% |
ASPS | -1.72% | $90.06M | -41.81% | 0.00% |
BCE | 1.75% | $20.69B | -34.53% | 12.44% |
UUU | 1.89% | $7.36M | +96.30% | 0.00% |
BTCT | 2.60% | $21.81M | +56.22% | 0.00% |
DFDV | -2.67% | $380.05M | +2,345.35% | 0.00% |
TEF | 2.83% | $29.51B | +15.71% | 5.96% |
DG | -2.89% | $24.53B | -10.79% | 2.13% |
CPSH | 3.15% | $39.37M | +58.02% | 0.00% |
SRRK | 3.16% | $3.13B | +251.54% | 0.00% |
AEP | 3.40% | $54.46B | +15.89% | 3.59% |
KR | 3.41% | $43.03B | +28.80% | 1.97% |
NEUE | 3.49% | $60.80M | +26.11% | 0.00% |
LTM | 3.52% | $12.15B | -96.20% | 2.54% |
DUK | 3.65% | $90.43B | +14.83% | 3.58% |
VSA | -3.72% | $8.67M | -17.07% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
DFAS | 98.20% | $10.16B | 0.27% | |
FSMD | 98.16% | $1.53B | 0.16% | |
FNDA | 98.15% | $8.30B | 0.25% | |
JMEE | 98.11% | $1.82B | 0.24% | |
SMMD | 98.09% | $1.43B | 0.15% | |
ESML | 98.07% | $1.83B | 0.17% | |
VBR | 98.06% | $29.27B | 0.07% | |
VB | 97.99% | $62.65B | 0.05% | |
NUSC | 97.97% | $1.15B | 0.31% | |
SCHA | 97.93% | $17.18B | 0.04% | |
IJR | 97.93% | $79.52B | 0.06% | |
FNX | 97.90% | $1.12B | 0.6% | |
IJT | 97.86% | $6.09B | 0.18% | |
SLYG | 97.81% | $3.37B | 0.15% | |
SPSM | 97.75% | $11.29B | 0.03% | |
PRFZ | 97.73% | $2.37B | 0.34% | |
VIOO | 97.70% | $2.90B | 0.1% | |
IJH | 97.70% | $93.94B | 0.05% | |
MDY | 97.66% | $22.36B | 0.24% | |
EZM | 97.63% | $767.53M | 0.38% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
JBND | 0.06% | $2.15B | 0.25% | |
STIP | -0.12% | $12.59B | 0.03% | |
BNDX | -0.12% | $66.51B | 0.07% | |
IBND | 0.13% | $333.21M | 0.5% | |
SMMU | 0.17% | $862.96M | 0.35% | |
TOTL | -0.28% | $3.72B | 0.55% | |
MLN | -0.35% | $523.51M | 0.24% | |
TPMN | -0.39% | $30.69M | 0.65% | |
YEAR | 0.42% | $1.43B | 0.25% | |
BILZ | -0.54% | $840.07M | 0.14% | |
SHM | 0.68% | $3.39B | 0.2% | |
IBMN | -0.89% | $447.69M | 0.18% | |
GOVI | 1.01% | $905.05M | 0.15% | |
FLMI | -1.25% | $694.76M | 0.3% | |
BUXX | 1.47% | $309.14M | 0.25% | |
TDTT | -1.52% | $2.58B | 0.18% | |
CORN | 1.56% | $47.58M | 0.2% | |
CMBS | -1.57% | $438.71M | 0.25% | |
OWNS | -1.63% | $129.99M | 0.3% | |
TBIL | 1.77% | $5.91B | 0.15% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ITT | 89.08% | $11.99B | +17.20% | 0.89% |
BN | 86.56% | $97.47B | +41.16% | 0.56% |
BNT | 85.73% | $11.90B | +41.42% | 0.00% |
AVNT | 85.24% | $3.30B | -19.46% | 2.99% |
PH | 83.69% | $85.83B | +26.04% | 1.01% |
APAM | 83.13% | $3.00B | +5.06% | 7.17% |
JHG | 82.99% | $5.81B | +11.60% | 4.28% |
EVR | 82.94% | $9.57B | +25.27% | 1.31% |
NPO | 82.89% | $4.06B | +29.58% | 0.64% |
GS | 82.80% | $191.52B | +39.11% | 1.93% |
EQH | 82.74% | $16.28B | +30.21% | 1.87% |
PIPR | 82.56% | $4.61B | +26.27% | 1.01% |
DOV | 82.55% | $24.56B | -1.44% | 1.16% |
SNV | 82.47% | $6.81B | +30.48% | 3.17% |
HBAN | 82.42% | $23.44B | +29.34% | 3.89% |
KN | 82.40% | $1.53B | -2.39% | 0.00% |
WTFC | 82.32% | $8.10B | +27.98% | 1.59% |
ENVA | 82.28% | $2.46B | +60.90% | 0.00% |
AWI | 82.27% | $6.64B | +33.21% | 0.78% |
AIT | 82.25% | $8.77B | +20.84% | 0.72% |
SeekingAlpha
Read here for an update on the latest economic trends, neutral indicators, stagflation risks, mixed market signals, and consumer spending outpacing inflation.
SeekingAlpha
U.S. Dollar Is All Brakes, No Gas
SeekingAlpha
The S&P 500 is up about two percent from where it was at the beginning of January, while the 10-year Treasury note is hovering right around its average yield of 4.4 percent for this period.
SeekingAlpha
The marketâs bullish trend continued this week, and it is rapidly approaching all-time highs. Read more here.
SeekingAlpha
The week began quietly across most asset classes, except for cryptocurrencies - Bitcoin surged to the $110,000 level before pulling back.
SeekingAlpha
In the week ending June 7th, initial jobless claims were at a seasonally adjusted level of 248,000, remaining at their highest level in eight months.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
ITOT | 99.89% | $68.70B | 0.03% | |
IWV | 99.86% | $15.38B | 0.2% | |
IWB | 99.86% | $40.36B | 0.15% | |
SCHK | 99.84% | $4.21B | 0.05% | |
DFUS | 99.83% | $14.82B | 0.09% | |
SPTM | 99.83% | $10.29B | 0.03% | |
DFAU | 99.82% | $8.23B | 0.12% | |
VTI | 99.81% | $485.11B | 0.03% | |
SCHX | 99.79% | $54.89B | 0.03% | |
BBUS | 99.79% | $4.89B | 0.02% | |
IYY | 99.78% | $2.42B | 0.2% | |
ESGU | 99.75% | $13.54B | 0.15% | |
VOO | 99.75% | $672.51B | 0.03% | |
VONE | 99.74% | $6.10B | 0.07% | |
SPLG | 99.73% | $70.07B | 0.02% | |
ILCB | 99.73% | $1.02B | 0.03% | |
PBUS | 99.73% | $7.20B | 0.04% | |
IVV | 99.71% | $592.47B | 0.03% | |
GSLC | 99.70% | $13.52B | 0.09% | |
GSUS | 99.64% | $2.54B | 0.07% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IBMS | 0.16% | $80.14M | 0.18% | |
LMBS | -0.21% | $5.04B | 0.64% | |
MLN | 0.21% | $523.51M | 0.24% | |
YEAR | 0.25% | $1.43B | 0.25% | |
NUBD | 0.39% | $391.44M | 0.16% | |
WEAT | 0.97% | $119.25M | 0.28% | |
IBND | -1.00% | $333.21M | 0.5% | |
GOVI | -1.10% | $905.05M | 0.15% | |
CGCB | 1.11% | $2.34B | 0.27% | |
CTA | -1.19% | $1.09B | 0.76% | |
SGOV | -1.23% | $48.67B | 0.09% | |
TLH | 1.26% | $11.10B | 0.15% | |
BNDW | 1.48% | $1.24B | 0.05% | |
BUXX | -1.51% | $309.14M | 0.25% | |
STIP | -1.65% | $12.59B | 0.03% | |
BNDX | -1.84% | $66.51B | 0.07% | |
FIXD | 1.87% | $3.38B | 0.65% | |
SHM | -1.88% | $3.39B | 0.2% | |
NYF | 1.88% | $885.39M | 0.25% | |
DFNM | -1.94% | $1.56B | 0.17% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -76.53% | $107.71M | 0.59% | |
VIXY | -74.71% | $178.15M | 0.85% | |
BTAL | -65.95% | $297.88M | 1.43% | |
IVOL | -42.52% | $357.32M | 1.02% | |
XONE | -31.93% | $639.23M | 0.03% | |
SPTS | -30.95% | $5.78B | 0.03% | |
FTSD | -29.95% | $228.22M | 0.25% | |
FXY | -28.45% | $855.96M | 0.4% | |
SCHO | -27.22% | $10.89B | 0.03% | |
UTWO | -26.30% | $374.45M | 0.15% | |
VGSH | -25.95% | $22.42B | 0.03% | |
IBTH | -21.78% | $1.57B | 0.07% | |
IBTG | -21.05% | $1.94B | 0.07% | |
IBTI | -20.96% | $1.02B | 0.07% | |
BILS | -19.59% | $3.94B | 0.1356% | |
XHLF | -19.46% | $1.64B | 0.03% | |
IBTJ | -16.82% | $669.37M | 0.07% | |
TBLL | -16.10% | $2.23B | 0.08% | |
IEI | -15.93% | $15.22B | 0.15% | |
ULST | -15.65% | $667.10M | 0.2% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -20.14% | $23.34B | +31.58% | 1.12% |
FMTO | -14.62% | $5.10K | -99.92% | 0.00% |
K | -9.31% | $28.31B | +38.89% | 2.82% |
STG | -7.01% | $32.24M | -0.16% | 0.00% |
ED | -6.60% | $36.95B | +12.52% | 3.26% |
LITB | -5.88% | $21.77M | -74.81% | 0.00% |
CME | -5.44% | $97.17B | +37.77% | 3.95% |
MKTX | -4.56% | $8.44B | +11.89% | 1.32% |
VSTA | -4.13% | $331.23M | +31.32% | 0.00% |
AWK | -4.00% | $27.42B | +9.74% | 2.22% |
VSA | -3.72% | $8.67M | -17.07% | 0.00% |
DG | -2.89% | $24.53B | -10.79% | 2.13% |
DFDV | -2.67% | $380.05M | +2,345.35% | 0.00% |
ASPS | -1.72% | $90.06M | -41.81% | 0.00% |
ZCMD | -1.11% | $26.26M | -13.33% | 0.00% |
CYCN | -0.74% | $9.66M | +32.60% | 0.00% |
MO | 0.76% | $100.92B | +30.61% | 6.82% |
TU | 0.98% | $24.52B | -0.06% | 7.11% |
AMT | 1.29% | $100.35B | +10.60% | 3.04% |
BCE | 1.75% | $20.69B | -34.53% | 12.44% |
SCHB - Schwab U.S. Broad Market ETF and USVM - VictoryShares US Small Mid Cap Value Momentum ETF have a 288 holding overlap. Which accounts for a 2.1% overlap.
Number of overlapping holdings
288
% of overlapping holdings
2.14%
Name | Weight in SCHB | Weight in USVM |
---|---|---|
0.03% | 0.37% | |
0.03% | 0.57% | |
0.03% | 0.37% | |
0.03% | 0.88% | |
0.03% | 0.39% | |
0.02% | 0.51% | |
0.02% | 0.22% | |
0.02% | 0.27% | |
0.02% | 0.33% | |
0.02% | 0.68% |
Schwab U.S. Broad Market ETF - SCHB is made up of 2410 holdings. VictoryShares US Small Mid Cap Value Momentum ETF - USVM is made up of 293 holdings.
Name | Weight |
---|---|
![]() | 6.04% |
![]() | 6.01% |
![]() | 5.13% |
![]() | 3.46% |
2.61% | |
![]() | 2.04% |
![]() | 1.78% |
![]() | 1.57% |
1.54% | |
![]() | 1.45% |
1.29% | |
1.11% | |
1.10% | |
![]() | 0.90% |
0.83% | |
0.82% | |
0.76% | |
0.71% | |
0.65% | |
0.64% | |
0.62% | |
![]() | 0.58% |
0.51% | |
![]() | 0.49% |
0.49% | |
0.49% | |
0.48% | |
0.48% | |
0.45% | |
0.45% |
Name | Weight |
---|---|
![]() | 0.88% |
![]() | 0.84% |
0.74% | |
0.73% | |
0.70% | |
0.69% | |
0.69% | |
0.68% | |
0.68% | |
0.67% | |
0.62% | |
0.61% | |
0.61% | |
0.60% | |
0.60% | |
0.60% | |
0.58% | |
0.57% | |
0.57% | |
0.57% | |
0.55% | |
0.55% | |
0.54% | |
0.54% | |
0.53% | |
0.52% | |
![]() | 0.51% |
0.51% | |
0.50% | |
0.50% |