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

Weighted by ISIN/CUSIP
57.0 %

303 positions appear in both funds. Buying equal dollars of SCHM and SPMD would leave roughly 57.0% of each dollar exposed to the same underlying securities.

SCHM only 43.0% Shared 57.0% SPMD only 42.9%
In SCHM only
194 positions
Shared
303 positions
In SPMD only
98 positions

Side by side

SCHM

Schwab U.S. Mid-Cap ETF

Schwab · US Mid Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$15.32B
TTM yield
1.25%
Top-10 conc.
8.2%
SPMD

State Street SPDR Portfolio S&P 400 Mid Cap ETF

State Street · US Mid Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$18.39B
TTM yield
1.22%
Top-10 conc.
9.1%

Sub-score comparison

97
Cost
97
88
Tax efficiency
88
100
Liquidity
100
100
Concentration
100
Tracking quality
SCHM sub-score SPMD

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

Expense ratios are effectively identical (0.030% vs 0.030%).

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

303 shared in total
# Holding In SCHM In SPMD Overlap
1 TechnipFMC PLC 0.53% 0.87% 0.53%
2 Curtiss-Wright Corp 0.51% 0.79% 0.51%
3 Casey's General Stores Inc 0.50% 0.84% 0.50%
4 XPO Inc 0.49% 0.71% 0.49%
5 Royal Gold Inc 0.48% 0.64% 0.48%
6 Flex Ltd 0.46% 0.75% 0.46%
7 Woodward Inc 0.46% 0.67% 0.46%
8 ATI Inc 0.44% 0.62% 0.44%
9 United Therapeutics Corp 0.43% 0.80% 0.43%
10 US Foods Holding Corp 0.43% 0.64% 0.43%
11 Tenet Healthcare Corp 0.42% 0.52% 0.42%
12 Entegris Inc 0.40% 0.56% 0.40%

Only in SCHM

194 total
  • Sandisk Corp/DE 1.86%
  • Lumentum Holdings Inc 0.98%
  • Ciena Corp 0.97%
  • Coherent Corp 0.81%
  • Bloom Energy Corp 0.67%
  • Tapestry Inc 0.63%
  • FTAI Aviation Ltd 0.62%
  • Texas Pacific Land Corp 0.60%
  • Omnicom Group Inc 0.54%
  • Steel Dynamics Inc 0.53%

Only in SPMD

98 total
  • Illumina Inc 0.59%
  • Everpure Inc 0.58%
  • TransUnion 0.42%
  • Carlyle Group Inc/The 0.39%
  • Hecla Mining Co 0.39%
  • Advanced Energy Industries Inc 0.38%
  • TTM Technologies Inc 0.31%
  • Arrowhead Pharmaceuticals Inc 0.27%
  • Viper Energy Inc 0.27%
  • American Healthcare REIT Inc 0.26%

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.