MDY vs SCHM — stock comparison tool

MDY currently yields 1.05% TTM versus SCHM at 1.29%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

MDYSCHM
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
MDY
SCHM

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

MDY Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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SCHM Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
MDY$666.92
—

State Street SPDR S&P MIDCAP 400 ETF Trust

SCHM$34.59
—

Schwab U.S. Mid-Cap ETF

Dividend Information

Dividend Yield
1.05%
1.29%
Annual Dividend
$7.02
$0.44
Dividend Growth (5yr)
-
-
Years of Growth
5
5
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

MDY

400 holdings
Industrials23.67%
Financial Services15.08%
Technology14.15%
Consumer Cyclical10.43%
Healthcare10.33%
Real Estate6.99%
Basic Materials5.84%
Energy5.37%
Consumer Defensive3.36%
Utilities3.17%
Communication Services1.62%
Cash & Others0.70%

Top 10 holdings

NameWeight
CASH_USDU.S. Dollar0.97%
TWLOTwilio Inc. Class A0.96%
OKTAOkta Inc. Class A0.92%
ILMNIllumina Inc.0.90%
PEverpure Inc. Class A0.82%
FTITechnipFMC plc0.80%
ATIATI Inc0.76%
UTHRUnited Therapeutics Corporation0.68%
NVTnVent Electric plc0.67%
ENTGEntegris Inc.0.65%
Top 108.13%

SCHM

503 holdings
Industrials18.80%
Technology17.61%
Financial Services13.42%
Healthcare12.93%
Consumer Cyclical10.80%
Real Estate8.11%
Basic Materials4.30%
Consumer Defensive4.23%
Energy3.86%
Utilities2.98%
Communication Services2.96%
Cash & Others0.36%

Top 10 holdings

NameWeight
SNDKSANDISK4.30%
LITELUMENTUM HOLDINGS1.27%
BEBLOOM ENERGY CLASS A1.06%
MRNAMODERNA1.00%
COHRCOHERENT0.98%
CIENCIENA0.94%
RVMDREVOLUTION MEDICINES0.78%
FLEXFLEX LTD0.73%
OKTAOKTA CLASS A0.66%
TWLOTWILIO CLASS A0.64%
Top 1012.36%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

524852
MDYSharedSCHM

Overlap by weight

18%

Share of portfolio weight that appears in both funds.

# overlapping holdings

48

MDY: 48% also in SCHMSCHM: 48% also in MDY

MDY: showing top 100 holdings by weight (of 400) · SCHM: showing top 100 holdings by weight (of 503). Overlap counts use this top slice, not the full fund book.

Sector drift (MDY vs SCHM)

Left = heavier in MDY. Right = heavier in SCHM.

MDY overweight (left)SCHM overweight (right)
48 shown

Overlapping tickers

OKTA		0.9%0.7%0.7%
TWLO		1.0%0.6%0.6%
FTI		0.8%0.6%0.6%
ATI		0.8%0.5%0.5%
UTHR		0.7%0.5%0.5%
ENTG		0.6%0.5%0.5%
USFD		0.6%0.5%0.5%
XPO		0.6%0.5%0.5%
THC		0.6%0.4%0.4%
NVT		0.7%0.4%0.4%

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MDY vs SCHM Dividend Comparison | DRIP Tool | Dividend Wealth