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

In the year to Oct 28, 2026, with distributions reinvested, MDY returned +12.8% and SCHG +6.8%.

Which is cheaper, MDY or SCHG?

SCHG is cheaper, by 0.19 percentage points a year. That is about $19 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 0% of MDY and 95% of SCHG by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

MDY vs SCHG: Differences, Returns & Fees

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Over the year to Oct 28, 2026, MDY returned +12.8% to SCHG's +6.8%; 2% of their weight is in the same names.

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Net assets: $25.9bn on Oct 27, 2026 for SPDR S&P MidCap 400 ETF Trust, and $63.0bn on Aug 31, 2026 for Schwab U.S. Large-Cap Growth ETF.

MDY on its own →SCHG on its own →

At a glance

+12.8%

MDY total return, 1 year

+6.8%

SCHG total return, 1 year

0.23%

MDY expense ratio

0.04%

SCHG expense ratio

Pair scorecard

SCHG costs 0.19 points a year less; their one-year returns differ by 6.0 points.

MDY vs SCHG: Differences, Returns & Fees
Measure	MDY	SCHG
Return
Measure	MDY	SCHG
Total return, 1 year	+12.8%	+6.8%
Drawdown
Measure	MDY	SCHG
Below its high	6.5%, high on Aug 14, 2026	3.5%, high on Oct 6, 2026
Benchmark
Measure	MDY	SCHG
What it tracks	S&P MidCap 400 Index	Dow Jones U.S. Large-Cap Growth Total Stock Market Index
Cost and size
Measure	MDY	SCHG
Expense ratio	0.23%	0.04%
Net assets, MDY as of Oct 27, 2026 and SCHG as of Aug 31, 2026	$25.9bn	$63.0bn
Holdings
Measure	MDY	SCHG
Holdings in common	2%
Top ten holdings, share of the fund	7.5%	51.0%

Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method

What they share

By the books each fund has filed, MDY and SCHG hold 2% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.

50%

0 half 100%

half

2% in common

Positions both hold · largest shared weight first MDY SCHG

Okta Inc. Class A 1.09% 0.11%

Carpenter Technology Corporation 0.41% 0.09%

Curtiss-Wright Corporation 0.51% 0.08%

Dynatrace Inc. 0.53% 0.06%

Toast Inc. Class A 0.47% 0.06%

Clean Harbors Inc. 0.46% 0.06%

Neurocrine Biosciences Inc. 0.43% 0.06%

Performance Food Group Co 0.44% 0.06%

RBC Bearings Incorporated 0.44% 0.06%

Roivant Sciences Ltd. 0.57% 0.06%

MasTec Inc. 0.32% 0.06%

Carlisle Companies Incorporated 0.40% 0.05%

Only in one fund ↓

Only in MDY

U.S. Dollar 0.96%

TechnipFMC plc 0.81%

United Therapeutics Corporation 0.73%

Entegris Inc. 0.66%

ATI Inc 0.66%

US Foods Holding Corp. 0.64%

Reliance Inc. 0.64%

XPO Inc. 0.64%

Only in SCHG

NVIDIA Corp 10.67%

Apple Inc 9.29%

Microsoft Corp 7.52%

Amazon.com Inc 5.07%

Alphabet Inc 3.97%

Broadcom Inc 3.50%

Alphabet Inc 3.16%

Eli Lilly & Co 2.93%

Check overlap with more funds →

Side by side

MDY SPDR S&P MidCap 400 ETF Trust SCHG Schwab U.S. Large-Cap Growth ETF

Where it sits Stock ETF Stock ETF

Issuer State Street Schwab

What it is Tracks the S&P MidCap 400 Tracks an index of U.S. Large-Cap Growth

Total return, 1 year +12.8% +6.8%

Its benchmark over the same days +13.2% (IJH) +13.7% (IVV)

Gap to its benchmark −0.4 pts vs IJH −6.9 pts vs IVV

Expense ratio 0.23% 0.04%

Already in the S&P 500 0.0% 94.7%

Holdings 401 192

Net assets, MDY as of Oct 27, 2026 and SCHG as of Aug 31, 2026 $25.9bn $63.0bn

MDY and SCHG on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

MDY

MDY tracks the S&P MidCap 400. Over the year to Oct 28, 2026 it returned +12.8% with distributions reinvested, against +13.2% for its benchmark, the S&P MidCap 400 Index. The prospectus expense ratio is 0.23% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 401 positions, with the top ten at 7.5%. It sat 6.5% below its high of Aug 14, 2026 on Oct 28, 2026.

SCHG

SCHG tracks an index of U.S. Large-Cap Growth. Over the year to Oct 28, 2026 it returned +6.8% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.04% a year. By its holdings filed for Aug 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 192 positions, with the top ten at 51.0%. It sat 3.5% below its high of Oct 6, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, MDY or SCHG?: In the year to Oct 28, 2026, with distributions reinvested, MDY returned +12.8% and SCHG +6.8%.
Which is cheaper, MDY or SCHG?: SCHG is cheaper, by 0.19 percentage points a year. That is about $19 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do MDY and SCHG overlap with the S&P 500?: By their latest filed holdings, 0% of MDY and 95% of SCHG by weight is stocks the S&P 500 already holds.

Other comparisons

MDY vs VONG MDY vs QQQM MDY vs MGK MDY vs VOOG SCHG vs VXF MOAT vs SCHG SCHG vs VO IJH vs SCHG

Where to next

MDY on its own →SCHG on its own →Hold both: look the portfolio through →Rankings →MDY dividend history →MDY holdings →SCHG dividend history →SCHG holdings →Standards and sources →

Sources and dates

MDY filings on SEC EDGAR ↗

State Street website ↗

SCHG filings on SEC EDGAR ↗

SCHG prospectus with the expense ratio (SEC) ↗

Schwab website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, MDY against SCHG, data as of Oct 28, 2026. https://etfiq.com/compare/any/mdy-vs-schg

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.