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

In the year to Oct 28, 2026, with distributions reinvested, MDY returned +12.8% and SCHH +8.7%.

Which is cheaper, MDY or SCHH?

SCHH is cheaper, by 0.16 percentage points a year. That is about $16 on $10,000 held for a year. 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.

Data as of Oct 28, 2026.

Across categories

MDY vs SCHH: Differences, Returns & Fees

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Over the year to Oct 28, 2026, MDY returned +12.8% to SCHH's +8.7%; 7% 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 $11.2bn on Aug 31, 2026 for Schwab U.S. REIT ETF.

MDY on its own →SCHH on its own →

At a glance

+12.8%

MDY total return, 1 year

+8.7%

SCHH total return, 1 year

0.23%

MDY expense ratio

0.07%

SCHH expense ratio

Pair scorecard

SCHH costs 0.16 points a year less; their one-year returns differ by 4.1 points.

MDY vs SCHH: Differences, Returns & Fees
Measure	MDY	SCHH
Return
Measure	MDY	SCHH
Total return, 1 year	+12.8%	+8.7%
Drawdown
Measure	MDY	SCHH
Below its high	6.5%, high on Aug 14, 2026	8.5%, high on Jul 24, 2026
Benchmark
Measure	MDY	SCHH
What it tracks	S&P MidCap 400 Index	US REIT
Cost and size
Measure	MDY	SCHH
Expense ratio	0.23%	0.07%
Net assets, MDY as of Oct 27, 2026 and SCHH as of Aug 31, 2026	$25.9bn	$11.2bn
Holdings
Measure	MDY	SCHH
Holdings in common	7%
Top ten holdings, share of the fund	7.5%	51.6%

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 SCHH hold 7% 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

7% in common

Positions both hold · largest shared weight first MDY SCHH

W. P. Carey Inc. 0.42% 1.10%

Sun Communities Inc. 0.41% 0.99%

Omega Healthcare Investors Inc. 0.41% 0.96%

Lamar Advertising Company Class A 0.39% 0.91%

Equity LifeStyle Properties Inc. 0.33% 0.86%

Gaming and Leisure Properties Inc. 0.33% 0.84%

American Healthcare REIT Inc. 0.32% 0.75%

EastGroup Properties Inc. 0.31% 0.75%

American Homes 4 Rent Class A 0.29% 0.74%

Brixmor Property Group Inc. 0.26% 0.62%

CubeSmart 0.25% 0.63%

CareTrust REIT Inc. 0.25% 0.65%

Only in one fund ↓

Only in MDY

Okta Inc. Class A 1.09%

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%

Only in SCHH

Welltower Inc 11.05%

Prologis Inc 8.79%

Simon Property Group Inc 4.59%

Digital Realty Trust Inc 4.54%

Equinix Inc 4.27%

American Tower Corp 4.24%

Realty Income Corp 4.02%

Public Storage 3.62%

Check overlap with more funds →

Side by side

MDY SPDR S&P MidCap 400 ETF Trust SCHH Schwab U.S. REIT 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 US REIT

Total return, 1 year +12.8% +8.7%

Its benchmark over the same days +13.2% (IJH) not measured

Gap to its benchmark −0.4 pts vs IJH not measured

Expense ratio 0.23% 0.07%

Already in the S&P 500 0.0% 73.9%

Holdings 401 117

Net assets, MDY as of Oct 27, 2026 and SCHH as of Aug 31, 2026 $25.9bn $11.2bn

MDY and SCHH 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.

SCHH

SCHH tracks an index of US REIT. Over the year to Oct 28, 2026 it returned +8.7% with distributions reinvested. The prospectus expense ratio is 0.07% a year. By its holdings filed for Aug 31, 2026, 74% of the fund by weight is stocks the S&P 500 also holds, across 117 positions, with the top ten at 51.6%. It sat 8.5% below its high of Jul 24, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, MDY or SCHH?: In the year to Oct 28, 2026, with distributions reinvested, MDY returned +12.8% and SCHH +8.7%.
Which is cheaper, MDY or SCHH?: SCHH is cheaper, by 0.16 percentage points a year. That is about $16 on $10,000 held for a year. 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.

Other comparisons

MDY vs XLRE MDY vs VNQ IYR vs MDY MDY vs XLP SCHH vs VO SCHH vs VXF MOAT vs SCHH IJH vs SCHH

Where to next

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

Sources and dates

MDY filings on SEC EDGAR ↗

State Street website ↗

SCHH filings on SEC EDGAR ↗

SCHH 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 SCHH, data as of Oct 28, 2026. https://etfiq.com/compare/any/mdy-vs-schh

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