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

In the year to Oct 20, 2026, with distributions reinvested, MDYG returned +14.9% and SCHM +17.6%.

Which is cheaper, MDYG or SCHM?

SCHM is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.

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

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

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MDYG vs SCHM: Differences, Returns & Fees

MDYG and SCHM hold 36% of their weight in the same names, and SCHM returned +17.6% over the year. Net assets: $2.8bn on Oct 20, 2026 for State Street SPDR S & P 400 Mid Cap Growth ETF, 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 0.12 points a year less; their one-year returns differ by 2.7 points; SCHM is 4.2 times larger.

MDYG vs SCHM: Differences, Returns & Fees
	MDYG	SCHM
Expense ratio	0.15%	0.03%
Net assets, as of Feb 28, 2025	$2.7bn	$11.3bn
Total return, 1 year	+14.9%	+17.6%
What it tracks	S&P MidCap 400 Growth Index	Dow Jones U.S. Mid-Cap Total Stock Market Index
Holdings in common	36%
Top ten holdings, share of the fund	13.6%	13.3%
Below its high	8.2%, high on Aug 17, 2026	5.8%, high on Jun 30, 2026

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

+14.9%

MDYG total return, 1 year

+17.6%

SCHM total return, 1 year

0.15%

MDYG expense ratio

0.03%

SCHM expense ratio

What they hold in common

By the books each fund has filed, MDYG and SCHM hold 36% of their money in the same securities at the same weight. Holdings dated May 31, 2026 and Oct 19, 2026.

50%

half

36% in common

Positions both hold, largest shared weight first

Holding MDYG SCHM

TECHNIPFMC PLC 1.59% 0.51%

CURTISS WRIGHT CORP 1.06% 0.51%

NVENT ELECTRIC PLC 1.33% 0.50%

STERLING INFRASTRUCTURE INC 0.75% 0.49%

XPO INC 1.26% 0.47%

UNITED THERAPEUTICS CORP 1.35% 0.45%

ATI INC 1.49% 0.44%

MACOM TECHNOLOGY SOLUTIONS H 1.07% 0.44%

FABRINET 0.75% 0.43%

CARPENTER TECHNOLOGY 1.08% 0.43%

NEXTPOWER INC 0.46% 0.43%

MASTEC INC 0.69% 0.43%

Only in MDYG

TOAST INC CLASS A 0.94%

SITIME CORP 0.67%

MOOG INC CLASS A 0.61%

BRIGHTSPRING HEALTH SERVICES 0.60%

TTM TECHNOLOGIES 0.60%

HECLA MINING CO 0.58%

DIGITALOCEAN HOLDINGS INC 0.57%

ADVANCED ENERGY INDUSTRIES 0.56%

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

MDYG

State Street SPDR S & P 400 Mid Cap Growth ETF

SCHM

Schwab U.S. Mid-Cap ETF

Where it sits Stock ETF Stock ETF

Issuer State Street Schwab

What it is Tracks an index Tracks an index

Total return, 1 year +14.9% +17.6%

Its benchmark over the same days +14.9% (IJK) +15.9% (VOO)

Gap to its benchmark 0.0 pts vs IJK +1.7 pts vs VOO

Expense ratio 0.15% 0.03%

Already in the S&P 500 0.0% 30.3%

Holdings 247 496

Net assets, MDYG as of Oct 20, 2026 and SCHM as of May 31, 2026 $2.8bn $14.6bn

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

About MDYG

MDYG tracks an index. Over the year to Oct 20, 2026 it returned +14.9% with distributions reinvested, against +14.9% for its benchmark, the S&P MidCap 400 Growth Index. The prospectus expense ratio is 0.15% 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 247 positions, with the top ten at 13.6%. It sat 8.2% below its high of Aug 17, 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, MDYG or SCHM?: In the year to Oct 20, 2026, with distributions reinvested, MDYG returned +14.9% and SCHM +17.6%.
Which is cheaper, MDYG or SCHM?: SCHM is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do MDYG and SCHM overlap with the S&P 500?: By their latest filed holdings, 0% of MDYG and 30% of SCHM by weight is stocks the S&P 500 already holds.

Other comparisons

MDYG vs SPTM MDYG vs MOAT MDYG vs SPMD IJK vs MDYG FSMD vs SCHM COWG vs SCHM CGMM vs SCHM FLQM vs SCHM

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

Where these figures came from

MDYG filings on SEC EDGAR ↗MDYG prospectus with the expense ratio (SEC) ↗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, MDYG against SCHM, data as of Oct 20, 2026. https://etfiq.com/compare/any/mdyg-vs-schm

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