ETF comparison
MDY vs SCHM
Both US Mid Cap.
State Street SPDR S&P MIDCAP 400 ETF Trust · Schwab U.S. Mid-Cap ETF
Holdings overlap
289 positions appear in both funds. Buying equal dollars of MDY and SCHM would leave roughly 51.1% 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
SCHM 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 SCHM.
Top shared holdings
289 shared in total| # | Holding | In MDY | In SCHM | Overlap |
|---|---|---|---|---|
| 1 | Twilio Inc. Class A | 1.30% | 0.54% | 0.54% |
| 2 | Curtiss-Wright Corporation | 0.58% | 0.51% | 0.51% |
| 3 | Sterling Infrastructure Inc. | 0.47% | 0.49% | 0.47% |
| 4 | XPO Inc. | 0.62% | 0.47% | 0.47% |
| 5 | United Therapeutics Corporation | 0.67% | 0.44% | 0.44% |
| 6 | ATI Inc | 0.75% | 0.44% | 0.44% |
| 7 | MACOM Technology Solutions Holdings Inc. | 0.64% | 0.44% | 0.44% |
| 8 | Carpenter Technology Corporation | 0.55% | 0.43% | 0.43% |
| 9 | MKS Inc. | 0.54% | 0.40% | 0.40% |
| 10 | Entegris Inc. | 0.73% | 0.39% | 0.39% |
| 11 | MasTec Inc. | 0.39% | 0.43% | 0.39% |
| 12 | Okta Inc. Class A | 1.01% | 0.39% | 0.39% |
Only in MDY
112 total- U.S. Dollar 0.89%
- nVent Electric plc 0.79%
- TechnipFMC plc 0.77%
- Roivant Sciences Ltd. 0.55%
- Semtech Corporation 0.52%
- Fabrinet 0.48%
- SiTime Corporation 0.47%
- Toast Inc. Class A 0.44%
- Jazz Pharmaceuticals Public Limited Company 0.44%
- SharkNinja Inc. 0.44%
Only in SCHM
207 total- Sandisk Corp/DE 4.64%
- Ciena Corp 1.52%
- Bloom Energy Corp 1.36%
- Coherent Corp 1.26%
- Lumentum Holdings Inc 1.13%
- Flex Ltd 1.03%
- Steel Dynamics Inc 0.66%
- Revolution Medicines Inc 0.57%
- Tapestry Inc 0.55%
- Casey's General Stores Inc 0.53%
Related comparisons
More comparisons with MDY
- MDY vs VB · Vanguard Morningstar Small-Cap ETF 43.6%
- MDY vs AVMV · Avantis U.S. Mid Cap Value ETF 24.2%
- MDY vs IWS · iShares Russell Mid-Cap Value ETF 22.6%
- MDY vs IWR · iShares Russell Mid-Cap ETF 21.7%
- MDY vs IWP · iShares Russell Mid-Cap Growth ETF 17.3%
- MDY vs IWM · iShares Russell 2000 ETF 11.0%
More comparisons with SCHM
- SCHM vs IWS · iShares Russell Mid-Cap Value ETF 36.7%
- SCHM vs IJK · iShares S&P Mid-Cap 400 Growth ETF 36.3%
- SCHM vs IJJ · iShares S&P Mid-Cap 400 Value ETF 35.4%
- SCHM vs IWR · iShares Russell Mid-Cap ETF 34.3%
- SCHM vs AVMV · Avantis U.S. Mid Cap Value ETF 26.2%
- SCHM vs IWP · iShares Russell Mid-Cap Growth ETF 20.4%
Percentages are holdings overlap with the named fund.
Open MDY or SCHM 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.