ETF comparison
SCHM vs SPYM
US Mid Cap vs US Large Cap.
Schwab U.S. Mid-Cap ETF · State Street SPDR Portfolio S&P 500 ETF
Holdings overlap
85 positions appear in both funds. Buying equal dollars of SCHM and SPYM would leave roughly 2.7% 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
SPYM is 1 bps cheaper than SCHM. On a $100,000 position that's about $10/yr more in fees for SCHM.
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 SCHM vs SPYM.
Top shared holdings
85 shared in total| # | Holding | In SCHM | In SPYM | Overlap |
|---|---|---|---|---|
| 1 | Sandisk Corp/DE | 4.64% | 0.52% | 0.52% |
| 2 | Coherent Corp | 1.26% | 0.12% | 0.12% |
| 3 | Ciena Corp | 1.52% | 0.11% | 0.11% |
| 4 | Lumentum Holdings Inc | 1.13% | 0.10% | 0.10% |
| 5 | Flex Ltd | 1.03% | 0.09% | 0.09% |
| 6 | Steel Dynamics Inc | 0.66% | 0.05% | 0.05% |
| 7 | Centene Corp | 0.52% | 0.05% | 0.05% |
| 8 | Tapestry Inc | 0.55% | 0.05% | 0.05% |
| 9 | Casey's General Stores Inc | 0.53% | 0.05% | 0.05% |
| 10 | Texas Pacific Land Corp | 0.42% | 0.04% | 0.04% |
| 11 | Moderna Inc | 0.30% | 0.04% | 0.04% |
| 12 | F5 Inc | 0.40% | 0.04% | 0.04% |
Only in SCHM
411 total- Bloom Energy Corp 1.36%
- Revolution Medicines Inc 0.57%
- Twilio Inc 0.54%
- AST SpaceMobile Inc 0.52%
- TechnipFMC PLC 0.51%
- Curtiss-Wright Corp 0.51%
- nVent Electric PLC 0.50%
- FTAI Aviation Ltd 0.50%
- Sterling Infrastructure Inc 0.49%
- IonQ Inc 0.47%
Only in SPYM
421 total- NVIDIA Corp 7.51%
- Apple Inc 6.59%
- Microsoft Corp 4.29%
- Amazon.com Inc 3.62%
- Alphabet Inc 3.25%
- Broadcom Inc 2.77%
- Alphabet Inc 2.59%
- Micron Technology Inc 2.02%
- Meta Platforms Inc 1.92%
- Tesla Inc 1.83%
Related comparisons
More comparisons with SCHM
- SCHM vs IVV · iShares Core S&P 500 ETF 2.7%
- SCHM vs SPY · State Street SPDR S&P 500 ETF Trust 2.4%
- SCHM vs VUG · Vanguard Morningstar Growth ETF 2.2%
- SCHM vs QQQ · Invesco QQQ Trust 1.7%
- SCHM vs VTV · Vanguard Morningstar Value ETF 0.5%
- SCHM vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 69.6%
More comparisons with SPYM
- SPYM vs VBR · Vanguard Morningstar Small-Cap Value ETF 2.7%
- SPYM vs PEY · Invesco High Yield Equity Dividend Achievers ETF 2.3%
- SPYM vs FNDA · Schwab Fundamental U.S. Small Company ETF 2.2%
- SPYM vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.5%
- SPYM vs SMLF · iShares U.S. Small-Cap Equity Factor ETF 1.1%
- SPYM vs DON · WisdomTree U.S. MidCap Dividend Fund 1.1%
Percentages are holdings overlap with the named fund.
Open SCHM or SPYM 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.