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
288 positions appear in both funds. Buying equal dollars of MDY and SCHM would leave roughly 51.0% 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
288 shared in total| # | Holding | In MDY | In SCHM | Overlap |
|---|---|---|---|---|
| 1 | ATI Inc | 0.70% | 0.52% | 0.52% |
| 2 | US Foods Holding Corp. | 0.68% | 0.43% | 0.43% |
| 3 | Tenet Healthcare Corporation | 0.67% | 0.43% | 0.43% |
| 4 | XPO Inc. | 0.63% | 0.42% | 0.42% |
| 5 | Carpenter Technology Corporation | 0.41% | 0.44% | 0.41% |
| 6 | United Therapeutics Corporation | 0.75% | 0.40% | 0.40% |
| 7 | Curtiss-Wright Corporation | 0.48% | 0.40% | 0.40% |
| 8 | Coeur Mining Inc. | 0.43% | 0.40% | 0.40% |
| 9 | Royal Gold Inc. | 0.60% | 0.40% | 0.40% |
| 10 | Entegris Inc. | 0.63% | 0.38% | 0.38% |
| 11 | Roku Inc. Class A | 0.62% | 0.38% | 0.38% |
| 12 | Woodward Inc. | 0.55% | 0.38% | 0.38% |
Only in MDY
113 total- U.S. Dollar 0.77%
- TechnipFMC plc 0.72%
- Roivant Sciences Ltd. 0.59%
- nVent Electric plc 0.52%
- SharkNinja Inc. 0.52%
- Toast Inc. Class A 0.52%
- TransUnion 0.45%
- Jazz Pharmaceuticals Public Limited Company 0.44%
- Sun Communities Inc. 0.42%
- RenaissanceRe Holdings Ltd. 0.42%
Only in SCHM
203 total- Sandisk Corp 4.32%
- Lumentum Holdings Inc 1.32%
- Coherent Corp 1.01%
- Ciena Corp 1.01%
- Bloom Energy Corp 1.00%
- Moderna Inc 0.92%
- Revolution Medicines Inc 0.76%
- Flex Ltd 0.75%
- Twilio Inc 0.67%
- Steel Dynamics Inc 0.59%
Related comparisons
More comparisons with MDY
- MDY vs VB · Vanguard Morningstar Small-Cap ETF 43.1%
- MDY vs AVMV · Avantis U.S. Mid Cap Value ETF 24.8%
- MDY vs IWS · iShares Russell Mid-Cap Value ETF 22.3%
- MDY vs IWR · iShares Russell Mid-Cap ETF 21.6%
- MDY vs IWP · iShares Russell Mid-Cap Growth ETF 15.6%
- MDY vs IWM · iShares Russell 2000 ETF 11.6%
More comparisons with SCHM
- SCHM vs IWS · iShares Russell Mid-Cap Value ETF 36.4%
- SCHM vs IJK · iShares S&P Mid-Cap 400 Growth ETF 35.9%
- SCHM vs IJJ · iShares S&P Mid-Cap 400 Value ETF 35.3%
- SCHM vs IWR · iShares Russell Mid-Cap ETF 34.1%
- SCHM vs AVMV · Avantis U.S. Mid Cap Value ETF 27.7%
- SCHM vs IWP · iShares Russell Mid-Cap Growth ETF 19.3%
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.