Which returned more over the last year, MDY or SCHH?

In the year to Sep 12, 2026, with distributions reinvested, MDY returned +13.0% and SCHH returned +9.8%, so MDY returned more. One year is one year; the longer windows are in the table.

Which is cheaper, MDY or SCHH?

MDY charges 0.23% a year and SCHH charges 0.07%, so SCHH is cheaper. Fees come from each fund's prospectus.

How much do MDY and SCHH overlap with the S&P 500?

By their latest filed holdings, 0% of MDY and 74% of SCHH by weight is stocks the S&P 500 already holds. Between the two funds, 6% of their books are the same securities at the same weight.

Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

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MDY vs SCHH: how they differ

MDY and SCHH hold 6% of their weight in the same names, and MDY returned more over the year.

SPDR S&P MidCap 400 ETF Trust and Schwab U.S. REIT ETF.

What they hold in common

By the books each fund has filed, MDY and SCHH hold 6% of their money in the same securities at the same weight.

Positions MDY and SCHH both hold, largest shared weight first
Holding	MDY	SCHH
W.P. CAREY INC	0.44%	1.16%
OMEGA HEALTHCARE INVESTORS INC	0.39%	0.98%
LAMAR ADVERTISING COMPANY	0.38%	0.94%
GAMING AND LEISURE PROPERTIES INC	0.35%	0.94%
EQUITY LIFESTYLE PROPERTIES INC	0.34%	0.85%
EASTGROUP PROPERTIES INC	0.30%	0.76%
AMERICAN HOMES 4 RENT	0.29%	0.74%
AMERICAN HEALTHCARE REIT INC	0.28%	0.62%
BRIXMOR PROPERTY GROUP INC	0.27%	0.67%
CARETRUST REIT INC	0.26%	0.65%
AGREE REALTY CORP	0.25%	0.63%
CUBESMART	0.25%	0.65%

Largest positions each one holds and the other does not
Only in MDY	Only in SCHH
TWILIO INC 0.86%	Welltower Inc 9.64%
CARPENTER TECHNOLOGY CORP 0.85%	Prologis Inc 8.97%
MKS INC 0.83%	Equinix Inc 4.89%
CURTISS-WRIGHT CORP 0.77%	Simon Property Group Inc 4.48%
ENTEGRIS INC 0.76%	Digital Realty Trust Inc 4.36%
NVENT ELECTRIC PLC 0.76%	American Tower Corp 4.35%
ATI INC 0.74%	Realty Income Corp 4.00%
ILLUMINA INC 0.73%	Public Storage 3.41%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and May 31, 2026.

MDY and SCHH on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	MDY SPDR S&P MidCap 400 ETF Trust	SCHH Schwab U.S. REIT ETF
Where it sits	Core index fund	Core index fund
Issuer	State Street	Schwab
What it is	S&P MidCap 400, book from IJH	US REIT
Total return, 1 year	+13.0%	+9.8%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−4.5 pts	−7.7 pts
Expense ratio	0.23%	0.07%
Already in the S&P 500	0.0%	74.0%
Holdings	400	117

MDY in plain words

MDY is an index equity fund tracking the S&P MidCap 400. Over the year to Sep 11, 2026 it returned +13.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.23% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 400 positions, with the top ten at 7.7%. It sat 5.3% below its high of Aug 14, 2026 on Sep 11, 2026.

SCHH in plain words

SCHH is an index equity fund tracking the US REIT. Over the year to Sep 11, 2026 it returned +9.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.07% a year. By its holdings filed for May 31, 2026, 74% of the fund by weight is stocks the S&P 500 also holds, across 117 positions, with the top ten at 49.8%. It sat 6.7% below its high of Jul 24, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, MDY or SCHH?: In the year to Sep 12, 2026, with distributions reinvested, MDY returned +13.0% and SCHH returned +9.8%, so MDY returned more. One year is one year; the longer windows are in the table.
Which is cheaper, MDY or SCHH?: MDY charges 0.23% a year and SCHH charges 0.07%, so SCHH is cheaper. Fees come from each fund's prospectus.
How much do MDY and SCHH overlap with the S&P 500?: By their latest filed holdings, 0% of MDY and 74% of SCHH by weight is stocks the S&P 500 already holds. Between the two funds, 6% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

MDY against SCHH, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, MDY against SCHH, data as of Sep 12, 2026. https://etfiq.com/compare/any/MDY-SCHH Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources