MDY vs SCHM: holdings overlap, shared companies and scores
As of October 28, 2026, MDY and SCHM overlap 57.5% by weight. State Street SPDR S&P MIDCAP 400 ETF Trust (MDY): U.S. mid-cap stocks. Schwab U.S. Mid-Cap ETF (SCHM): Mid-sized U.S. companies.
Updated October 28, 2026
Where MDY and SCHM trade against their own history
MDY trades at 20.2 times earnings, against its own median of 18.9, and is more expensive than 65% of its own last 9 years.
SCHM trades at 20.1 times earnings, against its own median of 19.4, and is more expensive than 63% of its own last 9 years.
What do MDY and SCHM each hold?
What's inside MDY: Tech 16%, Semiconductors 4%.
7% of MDY is its ten largest holdings.
What's inside SCHM: Tech 18%, Semiconductors 3%.
5% of SCHM is its ten largest holdings.
How much do MDY and SCHM overlap? 57.5% by weight
As of October 28, 2026, MDY and SCHM overlap 57.5% by weight.
83% of MDY is already inside SCHM.
58% of SCHM is already inside MDY.
MDY holds 397 companies and SCHM holds 500; 288 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score MDY and SCHM? 4.4 and 4.3 out of 10
As of October 28, 2026, ETF Copilot scores MDY 4.4 out of 10 and SCHM 4.3 out of 10.
They differ most on Growth: MDY 5.0 and SCHM 4.1.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | MDY | SCHM |
|---|---|---|
| Growth | 5.0 | 4.1 |
| Value | 4.9 | 5.6 |
| Risk | 5.3 | 4.8 |
| Quality | 2.4 | 1.8 |
| Return | 4.2 | 4.9 |
SCHM is the cheaper of the two at 0.03% a year
As of October 28, 2026, MDY charges 0.23% a year, yields 1.05% and holds $25.9B in assets across 397 positions.
As of October 28, 2026, SCHM charges 0.03% a year, yields 1.31% and holds $14.8B in assets across 500 positions.
| Measure | MDY | SCHM |
|---|---|---|
| Expense ratio | 0.23% | 0.03% |
| Dividend yield | 1.05% | 1.31% |
| Assets under management | $25.9B | $14.8B |
| Holdings | 397 | 500 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “MDY vs SCHM holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/mdy-vs-schm
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