ETF comparison
MDY vs SCHD
US Mid Cap vs Dividend.
State Street SPDR S&P MIDCAP 400 ETF Trust · Schwab U.S. Dividend Equity ETF
Holdings overlap
18 positions appear in both funds. Buying equal dollars of MDY and SCHD would leave roughly 3.5% 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
SCHD is 17 bps cheaper than MDY. On a $100,000 position that's about $170/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 SCHD.
Top shared holdings
18 shared in total| # | Holding | In MDY | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | East West Bancorp Inc. | 0.53% | 0.42% | 0.42% |
| 2 | HF Sinclair Corporation | 0.46% | 0.38% | 0.38% |
| 3 | Fidelity National Financial Inc. - FNF Group | 0.32% | 0.29% | 0.29% |
| 4 | Watsco Inc. | 0.33% | 0.26% | 0.26% |
| 5 | American Financial Group Inc. | 0.31% | 0.24% | 0.24% |
| 6 | Old Republic International Corporation | 0.25% | 0.23% | 0.23% |
| 7 | Booz Allen Hamilton Holding Corporation Class A | 0.30% | 0.22% | 0.22% |
| 8 | Columbia Banking System Inc. | 0.25% | 0.21% | 0.21% |
| 9 | Autoliv Inc. | 0.24% | 0.20% | 0.20% |
| 10 | Macy's Inc. | 0.19% | 0.14% | 0.14% |
| 11 | MSC Industrial Direct Co. Inc. Class A | 0.14% | 0.13% | 0.13% |
| 12 | Nexstar Media Group Inc. | 0.15% | 0.13% | 0.13% |
Only in MDY
383 total- U.S. Dollar 0.77%
- United Therapeutics Corporation 0.75%
- TechnipFMC plc 0.72%
- ATI Inc 0.70%
- US Foods Holding Corp. 0.68%
- Tenet Healthcare Corporation 0.67%
- Reliance Inc. 0.65%
- XPO Inc. 0.63%
- Entegris Inc. 0.63%
- Roku Inc. Class A 0.62%
Only in SCHD
81 total- Merck & Co Inc 4.76%
- Amgen Inc 4.70%
- Abbott Laboratories 4.68%
- Coca-Cola Co/The 4.16%
- Chevron Corp 4.01%
- Verizon Communications Inc 3.96%
- ConocoPhillips 3.93%
- Home Depot Inc/The 3.87%
- Procter & Gamble Co/The 3.82%
- UnitedHealth Group Inc 3.82%
Related comparisons
More comparisons with MDY
- 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 2.0%
- MDY vs VO · Vanguard Morningstar Mid-Cap ETF 0.3%
- MDY vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 0.2%
- MDY vs VTV · Vanguard Morningstar Value ETF 0.2%
More comparisons with SCHD
- SCHD vs SPHB · Invesco S&P 500 High Beta ETF 3.4%
- SCHD vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 3.4%
- SCHD vs IJH · iShares Core S&P Mid-Cap ETF 3.4%
- SCHD vs IJJ · iShares S&P Mid-Cap 400 Value ETF 3.3%
- SCHD vs IWY · iShares Russell Top 200 Growth ETF 3.2%
- SCHD vs VONG · Vanguard Russell 1000 Growth Index Fund ETF Shares 3.2%
Percentages are holdings overlap with the named fund.
Open MDY or SCHD 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.