ETF comparison
MDY vs SCHB
US Mid Cap vs US Total Market.
State Street SPDR S&P MIDCAP 400 ETF Trust · Schwab U.S. Broad Market ETF
Holdings overlap
385 positions appear in both funds. Buying equal dollars of MDY and SCHB would leave roughly 4.6% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHB is 20 bps cheaper than MDY. On a $100,000 position that's about $200/yr more in fees for MDY.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with MDY vs SCHB.
Top shared holdings
385 shared in total| # | Holding | In MDY | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | Twilio Inc. Class A | 1.30% | 0.04% | 0.04% |
| 2 | Curtiss-Wright Corporation | 0.58% | 0.04% | 0.04% |
| 3 | Sterling Infrastructure Inc. | 0.47% | 0.04% | 0.04% |
| 4 | XPO Inc. | 0.62% | 0.03% | 0.03% |
| 5 | ATI Inc | 0.75% | 0.03% | 0.03% |
| 6 | United Therapeutics Corporation | 0.67% | 0.03% | 0.03% |
| 7 | MACOM Technology Solutions Holdings Inc. | 0.64% | 0.03% | 0.03% |
| 8 | Carpenter Technology Corporation | 0.55% | 0.03% | 0.03% |
| 9 | MasTec Inc. | 0.39% | 0.03% | 0.03% |
| 10 | Nextpower Inc. | 0.37% | 0.03% | 0.03% |
| 11 | MKS Inc. | 0.54% | 0.03% | 0.03% |
| 12 | Okta Inc. Class A | 1.01% | 0.03% | 0.03% |
Only in MDY
16 total- U.S. Dollar 0.89%
- nVent Electric plc 0.79%
- TechnipFMC plc 0.77%
- Roivant Sciences Ltd. 0.55%
- Fabrinet 0.48%
- Jazz Pharmaceuticals Public Limited Company 0.44%
- SharkNinja Inc. 0.44%
- RenaissanceRe Holdings Ltd. 0.39%
- CNH Industrial NV 0.33%
- Axalta Coating Systems Ltd. 0.20%
Only in SCHB
2,020 total- NVIDIA Corp 7.02%
- Apple Inc 6.26%
- Microsoft Corp 4.57%
- Amazon.com Inc 3.62%
- Alphabet Inc 3.03%
- Broadcom Inc 2.90%
- Alphabet Inc 2.41%
- Meta Platforms Inc 1.89%
- Tesla Inc 1.68%
- Micron Technology Inc 1.49%
Related comparisons
More comparisons with MDY
- MDY vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 4.4%
- MDY vs DGRO · iShares Core Dividend Growth ETF 4.0%
- MDY vs SCHD · Schwab U.S. Dividend Equity ETF 3.4%
- MDY vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 3.1%
- MDY vs IWF · iShares Russell 1000 Growth ETF 2.2%
- MDY vs IJR · iShares Core S&P Small-Cap ETF 1.4%
More comparisons with SCHB
- SCHB vs VTWO · Vanguard Russell 2000 Index Fund ETF Shares 4.4%
- SCHB vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 4.3%
- SCHB vs DFAT · U.S. Targeted Value Portfolio-ETF Class Shares 4.1%
- SCHB vs IWM · iShares Russell 2000 ETF 3.7%
- SCHB vs DON · WisdomTree U.S. MidCap Dividend Fund 3.5%
- SCHB vs BBSC · JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.4%
Percentages are holdings overlap with the named fund.
Open MDY or SCHB at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.