MDY vs SCHA overlap - what they share and where they differ
MDY and SCHA share 32.0% of their weight across 226 common positions, read from what each fund reported to the SEC.
Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.
MDY and SCHA
32.0%
226 shared positions
MDY
State Street SPDR S&P MidCap 400SM ETF Trust
Reported positions cover 99% of the fund, 400 positions · Jun 30, 2026
Top 10: 7.7%·Holdings of MDY
SCHA
Schwab U.S. Small-Cap ETF
Reported positions cover 100% of the fund, 1,552 positions · May 31, 2026
Top 10: 10.5%·Holdings of SCHA
Reported positions cover MDY 99%, SCHA 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
SCHA vs MDY side by side
MDYState Street SPDR S&P MidCap 400SM ETF Trust
400
stock positions reported to the SEC
56.9% of its weight is in 174 names SCHA does not hold
SCHASchwab U.S. Small-Cap ETF
1,552
stock positions reported to the SEC
67.9% of its weight is in 1,326 names MDY does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Consumer Cyclical: MDY has 11.4 points more of it.
The figures side by side
| MDY | SCHA | |
|---|---|---|
| Filing date | Jun 30, 2026 | May 31, 2026 |
| Stock positions reported | 400 | 1,552 |
| Weight of the ten largest | 7.7% | 10.5% |
| Largest position | TWLO 0.9% | SANDISK CORP/DE 5.3% |
| Held alone | 174 positions, 56.9% | 1,326 positions, 67.9% |
| Covered by stock positions | 99% | 100% |
Holdings they share
| Stock | In MDY | In SCHA | Counted |
|---|---|---|---|
| STRLSTERLING INFRASTRUCTURE INC | 0.71% | 0.56% | 0.56% |
| ATIATI INC | 0.74% | 0.50% | 0.50% |
| MTSIMACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.68% | 0.50% | 0.50% |
| NXTNEXTPOWER INC | 0.49% | 0.49% | 0.49% |
| MKSIMKS INC | 0.82% | 0.46% | 0.46% |
| CDECOEUR MINING INC | 0.46% | 0.42% | 0.42% |
| TTMITTM TECHNOLOGIES INC | 0.53% | 0.38% | 0.38% |
| RMBSRAMBUS INC | 0.39% | 0.33% | 0.33% |
| SITMSITIME CORP | 0.45% | 0.33% | 0.33% |
| DYDYCOM INDUSTRIES INC | 0.42% | 0.32% | 0.32% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in MDY
Only in SCHA
Questions people ask
Is MDY the same as SCHA?
32.0% of their weight sits in the same 226 holdings. MDY also reports TWLO, CRS, CW, which the other does not. SCHA also reports SANDISK CORP/DE, LITE, RVMD, which the other does not.
How is the overlap between MDY and SCHA measured?
For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 99% of MDY and 100% of SCHA, so the number cannot exceed the smaller coverage.
Which holds more, SCHA or MDY?
MDY reports 400 stock positions and SCHA reports 1,552. 56.9% of MDY's weight sits in names SCHA does not hold, and 67.9% of SCHA's weight in names MDY does not hold. The ten largest positions are 7.7% of MDY and 10.5% of SCHA.
How do MDY and SCHA differ by sector?
The widest gap is Consumer Cyclical: MDY has 11.4 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.
Where do the numbers come from?
From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.
Other pairs with these funds
MDY against other funds in the table
Add a third fund in the tool·All fund pairs
Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.