ETF comparison
SCHB vs SPMD
US Total Market vs US Mid Cap.
Schwab U.S. Broad Market ETF · State Street SPDR Portfolio S&P 400 Mid Cap ETF
Holdings overlap
394 positions appear in both funds. Buying equal dollars of SCHB and SPMD would leave roughly 4.7% 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
SCHB is 12 bps cheaper than SPMD. On a $100,000 position that's about $120/yr more in fees for SPMD.
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 SCHB vs SPMD.
Top shared holdings
394 shared in total| # | Holding | In SCHB | In SPMD | Overlap |
|---|---|---|---|---|
| 1 | Twilio Inc | 0.05% | 0.86% | 0.05% |
| 2 | Illumina Inc | 0.04% | 0.73% | 0.04% |
| 3 | TechnipFMC PLC | 0.04% | 0.73% | 0.04% |
| 4 | Everpure Inc | 0.04% | 0.68% | 0.04% |
| 5 | Okta Inc | 0.04% | 0.63% | 0.04% |
| 6 | ATI Inc | 0.04% | 0.74% | 0.04% |
| 7 | nVent Electric PLC | 0.03% | 0.76% | 0.03% |
| 8 | Carpenter Technology Corp | 0.03% | 0.84% | 0.03% |
| 9 | Tenet Healthcare Corp | 0.03% | 0.44% | 0.03% |
| 10 | US Foods Holding Corp | 0.03% | 0.62% | 0.03% |
| 11 | XPO Inc | 0.03% | 0.66% | 0.03% |
| 12 | United Therapeutics Corp | 0.03% | 0.63% | 0.03% |
Only in SCHB
1,978 total- NVIDIA Corp 7.20%
- Apple Inc 6.27%
- Microsoft Corp 5.08%
- Amazon.com Inc 3.42%
- Alphabet Inc 2.68%
- Broadcom Inc 2.36%
- Alphabet Inc 2.13%
- Meta Platforms Inc 1.69%
- Micron Technology Inc 1.46%
- Tesla Inc 1.39%
Only in SPMD
6 total- Webster Financial Corp 0.34%
- TopBuild Corp 0.27%
- Chart Industries Inc 0.26%
- Taylor Morrison Home Corp 0.18%
- Janus Henderson Group PLC 0.18%
- National Storage Affiliates Trust 0.09%
Related comparisons
More comparisons with SCHB
- SCHB vs MDY · State Street SPDR S&P MIDCAP 400 ETF Trust 4.5%
- SCHB vs VFLO · Victoryshares Free Cash Flow ETF 4.5%
- SCHB vs DFAT · DFA U.S. Targeted Value Portfolio-ETF Class Shares 4.2%
- SCHB vs VTWO · Vanguard Russell 2000 Index Fund ETF Shares 3.8%
- SCHB vs IWM · iShares Russell 2000 ETF 3.8%
- SCHB vs DON · WisdomTree U.S. MidCap Dividend Fund 3.6%
More comparisons with SPMD
- SPMD vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 4.5%
- SPMD vs DGRO · iShares Core Dividend Growth ETF 4.0%
- SPMD vs SCHD · Schwab U.S. Dividend Equity ETF 3.4%
- SPMD vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 3.1%
- SPMD vs IWF · iShares Russell 1000 Growth ETF 2.2%
- SPMD vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 0.2%
Percentages are holdings overlap with the named fund.
Open SCHB or SPMD 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.