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

In the year to Oct 20, 2026, with distributions reinvested, MDY returned +13.1% and SCHM +17.6%.

Which is cheaper, MDY or SCHM?

SCHM is cheaper, by 0.20 percentage points a year. That is about $20 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 0% of MDY and 30% of SCHM by weight is stocks the S&P 500 already holds.

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MDY vs SCHM: Differences, Returns & Fees

MDY and SCHM hold 53% of their weight in the same names, and SCHM returned +17.6% over the year. Net assets: $25.8bn on Oct 20, 2026 for SPDR S&P MidCap 400 ETF Trust, and $14.6bn on May 31, 2026 for Schwab U.S. Mid-Cap ETF.

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Answers cite the figures on this page.

SCHM costs 0.20 points a year less; their one-year returns differ by 4.5 points; MDY is 2.1 times larger.

MDY vs SCHM: Differences, Returns & Fees
	MDY	SCHM
Expense ratio	0.23%	0.03%
Net assets, as of Feb 28, 2025	$23.7bn	$11.3bn
Total return, 1 year	+13.1%	+17.6%
What it tracks	S&P MidCap 400 Index	Dow Jones U.S. Mid-Cap Total Stock Market Index
Holdings in common	53%
Top ten holdings, share of the fund	7.4%	13.3%
Below its high	6.7%, high on Aug 14, 2026	5.8%, high on Jun 30, 2026

Holdings in common uses holdings dated May 31, 2026 and Oct 19, 2026.

+13.1%

MDY total return, 1 year

+17.6%

SCHM total return, 1 year

0.23%

MDY expense ratio

0.03%

SCHM expense ratio

No client brief for this pair: the two funds' holdings are dated 141 days apart.

What they hold in common

By the books each fund has filed, MDY and SCHM hold 53% of their money in the same securities at the same weight. Holdings dated May 31, 2026 and Oct 19, 2026.

50%

half

53% in common

Positions both hold, largest shared weight first

Holding MDY SCHM

TechnipFMC plc 0.80% 0.51%

Curtiss-Wright Corporation 0.54% 0.51%

nVent Electric plc 0.67% 0.50%

XPO Inc. 0.64% 0.47%

United Therapeutics Corporation 0.68% 0.45%

ATI Inc 0.76% 0.44%

MACOM Technology Solutions Holdings Inc. 0.54% 0.44%

Carpenter Technology Corporation 0.55% 0.43%

MKS Inc. 0.43% 0.40%

Entegris Inc. 0.65% 0.39%

Okta Inc. Class A 0.92% 0.39%

Woodward Inc. 0.57% 0.39%

Only in MDY

U.S. Dollar 0.97%

Toast Inc. Class A 0.47%

SharkNinja Inc. 0.46%

Sun Communities Inc. 0.42%

TransUnion 0.41%

Semtech Corporation 0.39%

HubSpot Inc. 0.34%

SiTime Corporation 0.34%

Only in SCHM

Sandisk Corp 4.64%

Ciena Corp 1.51%

Bloom Energy Corp 1.36%

Coherent Corp 1.26%

Lumentum Holdings Inc 1.13%

Flex Ltd 1.03%

Steel Dynamics Inc 0.66%

Revolution Medicines Inc 0.57%

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On the same fields

MDY

SPDR S&P MidCap 400 ETF Trust

SCHM

Schwab U.S. Mid-Cap ETF

Where it sits Stock ETF Stock ETF

Issuer State Street Schwab

What it is Tracks the S&P MidCap 400 Tracks an index

Total return, 1 year +13.1% +17.6%

Its benchmark over the same days +13.4% (IJH) +15.9% (VOO)

Gap to its benchmark −0.3 pts vs IJH +1.7 pts vs VOO

Expense ratio 0.23% 0.03%

Already in the S&P 500 0.0% 30.3%

Holdings 401 496

Net assets, MDY as of Oct 20, 2026 and SCHM as of May 31, 2026 $25.8bn $14.6bn

MDY and SCHM on the fields both publish, as of Oct 20, 2026. Source: ETFIQ.

About MDY

MDY tracks the S&P MidCap 400. Over the year to Oct 20, 2026 it returned +13.1% with distributions reinvested, against +13.4% 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 19, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 401 positions, with the top ten at 7.4%. It sat 6.7% below its high of Aug 14, 2026 on Oct 20, 2026.

About SCHM

SCHM tracks an index. Over the year to Oct 20, 2026 it returned +17.6% with distributions reinvested, against +15.9% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.03% a year. By its holdings filed for May 31, 2026, 30% of the fund by weight is stocks the S&P 500 also holds, across 496 positions, with the top ten at 13.3%. It sat 5.8% below its high of Jun 30, 2026 on Oct 20, 2026.

Questions people ask

Which returned more over the last year, MDY or SCHM?: In the year to Oct 20, 2026, with distributions reinvested, MDY returned +13.1% and SCHM +17.6%.
Which is cheaper, MDY or SCHM?: SCHM is cheaper, by 0.20 percentage points a year. That is about $20 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do MDY and SCHM overlap with the S&P 500?: By their latest filed holdings, 0% of MDY and 30% of SCHM by weight is stocks the S&P 500 already holds.

Other comparisons

MDY vs SPTM MDY vs MOAT MDY vs SPMD IJK vs MDY SCHM vs VXF SCHM vs SPMD SCHM vs SPTM MOAT vs SCHM

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

Where these figures came from

MDY filings on SEC EDGAR ↗State Street website ↗SCHM filings on SEC EDGAR ↗SCHM prospectus with the expense ratio (SEC) ↗Schwab website ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. 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 SCHM, data as of Oct 20, 2026. https://etfiq.com/compare/any/mdy-vs-schm

Open data

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