ETF comparison
SCHM vs SPMD
Both US Mid Cap.
Schwab U.S. Mid-Cap ETF · State Street SPDR Portfolio S&P 400 Mid Cap ETF
Holdings overlap
295 positions appear in both funds. Buying equal dollars of SCHM and SPMD would leave roughly 53.8% 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 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 SCHM vs SPMD.
Top shared holdings
295 shared in total| # | Holding | In SCHM | In SPMD | Overlap |
|---|---|---|---|---|
| 1 | Twilio Inc | 0.67% | 0.86% | 0.67% |
| 2 | TechnipFMC PLC | 0.58% | 0.73% | 0.58% |
| 3 | Okta Inc | 0.54% | 0.63% | 0.54% |
| 4 | ATI Inc | 0.52% | 0.74% | 0.52% |
| 5 | nVent Electric PLC | 0.45% | 0.76% | 0.45% |
| 6 | Carpenter Technology Corp | 0.44% | 0.84% | 0.44% |
| 7 | US Foods Holding Corp | 0.43% | 0.62% | 0.43% |
| 8 | Tenet Healthcare Corp | 0.43% | 0.44% | 0.43% |
| 9 | XPO Inc | 0.42% | 0.66% | 0.42% |
| 10 | United Therapeutics Corp | 0.40% | 0.63% | 0.40% |
| 11 | Curtiss-Wright Corp | 0.40% | 0.77% | 0.40% |
| 12 | Coeur Mining Inc | 0.40% | 0.46% | 0.40% |
Only in SCHM
196 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%
- Steel Dynamics Inc 0.59%
- Centene Corp 0.56%
Only in SPMD
105 total- Illumina Inc 0.73%
- Everpure Inc 0.68%
- TTM Technologies Inc 0.53%
- SiTime Corp 0.46%
- Semtech Corp 0.41%
- Advanced Energy Industries Inc 0.39%
- TransUnion 0.38%
- Sanmina Corp 0.37%
- DigitalOcean Holdings Inc 0.35%
- Webster Financial Corp 0.34%
Related comparisons
More comparisons with SCHM
- SCHM vs MDY · State Street SPDR S&P MIDCAP 400 ETF Trust 51.0%
- 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%
More comparisons with SPMD
- SPMD vs VB · Vanguard Morningstar Small-Cap ETF 43.5%
- SPMD vs AVMV · Avantis U.S. Mid Cap Value ETF 24.3%
- SPMD vs IWS · iShares Russell Mid-Cap Value ETF 24.0%
- SPMD vs IWR · iShares Russell Mid-Cap ETF 22.9%
- SPMD vs IWP · iShares Russell Mid-Cap Growth ETF 20.0%
- SPMD vs IWM · iShares Russell 2000 ETF 11.2%
Percentages are holdings overlap with the named fund.
Open SCHM 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.