SCHM vs. SDY ETF Comparison

Comparison of Schwab U.S. Mid Cap ETF (SCHM) to SPDR S&P Dividend ETF (SDY)
SCHM

Schwab U.S. Mid Cap ETF

SCHM Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Mid-Cap Total Stock Market IndexSM. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the mid-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Mid-Cap Total Stock Market Index includes the components ranked 501-1000 by full market capitalization. The index is a float-adjusted market capitalization weighted index. It may invest up to 10% of its net assets in securities not included in its index.

Grade (RS Rating)

Last Trade

$29.68

Average Daily Volume

1,060,895

Number of Holdings *

478

* may have additional holdings in another (foreign) market
SDY

SPDR S&P Dividend ETF

SDY Description The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index. In seeking to track the performance of the S&P High Yield Dividend Aristocrats Index, the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the highest dividend yielding S&P Composite 1500® Index constituents that have followed a managed-dividends policy of consistently increasing dividends every year for at least 20 consecutive years. It is non-diversified.

Grade (RS Rating)

Last Trade

$142.31

Average Daily Volume

183,834

Number of Holdings *

132

* may have additional holdings in another (foreign) market
Performance
Period SCHM SDY
30 Days 7.19% 0.70%
60 Days 7.68% 0.90%
90 Days 9.43% 3.52%
12 Months 31.37% 23.08%
39 Overlapping Holdings
Symbol Grade Weight in SCHM Weight in SDY Overlap
ALB C 0.27% 0.69% 0.27%
AOS F 0.19% 0.57% 0.19%
ATR B 0.25% 0.56% 0.25%
BEN C 0.15% 0.38% 0.15%
BKH A 0.1% 0.25% 0.1%
CASY A 0.33% 0.28% 0.28%
CBSH A 0.19% 0.46% 0.19%
CFR B 0.2% 0.44% 0.2%
CHRW C 0.29% 0.76% 0.29%
CSL C 0.46% 0.42% 0.42%
DCI B 0.2% 0.52% 0.2%
EVRG A 0.32% 0.84% 0.32%
FDS B 0.41% 0.48% 0.41%
FLO D 0.09% 0.25% 0.09%
FRT B 0.19% 0.48% 0.19%
GGG B 0.34% 0.63% 0.34%
JKHY D 0.28% 0.57% 0.28%
LANC C 0.08% 0.2% 0.08%
LECO B 0.26% 0.66% 0.26%
LNT A 0.35% 0.88% 0.35%
MSA D 0.15% 0.4% 0.15%
NDSN B 0.31% 0.6% 0.31%
NFG A 0.12% 0.31% 0.12%
NNN D 0.17% 0.45% 0.17%
ORI A 0.2% 0.52% 0.2%
OZK B 0.11% 0.28% 0.11%
PB A 0.17% 0.44% 0.17%
PII D 0.08% 0.23% 0.08%
PNR A 0.39% 0.5% 0.39%
RGLD C 0.2% 0.51% 0.2%
RLI B 0.16% 0.4% 0.16%
RNR C 0.3% 0.27% 0.27%
RPM A 0.39% 0.79% 0.39%
SEIC B 0.18% 0.42% 0.18%
SJM D 0.25% 0.69% 0.25%
SON D 0.11% 0.29% 0.11%
TTC D 0.19% 0.51% 0.19%
UGI A 0.11% 0.3% 0.11%
WTRG B 0.22% 0.54% 0.22%
SCHM Overweight 439 Positions Relative to SDY
Symbol Grade Weight
UAL A 0.66%
TPL A 0.57%
EQT B 0.56%
EME C 0.52%
HOOD B 0.51%
PKG A 0.47%
IP B 0.44%
STLD B 0.44%
BAH F 0.43%
DKNG B 0.43%
IBKR A 0.43%
SNA A 0.42%
NRG B 0.42%
NTRA B 0.4%
WSO A 0.4%
PODD C 0.4%
KEY B 0.39%
XPO B 0.38%
BURL A 0.38%
NTNX A 0.38%
PINS D 0.38%
RS B 0.38%
RBA A 0.38%
MAS D 0.38%
IEX B 0.38%
TRMB B 0.38%
TOST B 0.37%
MANH D 0.37%
KIM A 0.37%
WSM B 0.37%
OC A 0.37%
EG C 0.36%
UTHR C 0.36%
DOCU A 0.36%
NI A 0.36%
DT C 0.35%
TOL B 0.35%
FNF B 0.35%
FIX A 0.35%
USFD A 0.35%
GWRE A 0.35%
TXT D 0.35%
AVY D 0.35%
MRO B 0.35%
EQH B 0.34%
L A 0.34%
RGA A 0.34%
VTRS A 0.34%
TWLO A 0.34%
DOC D 0.33%
ENTG D 0.33%
FLEX A 0.33%
Z A 0.33%
THC D 0.33%
TW A 0.33%
EWBC A 0.32%
ACM A 0.32%
NWSA B 0.32%
SOFI A 0.32%
JBL B 0.32%
COHR B 0.32%
SAIA B 0.31%
FFIV B 0.31%
SFM A 0.31%
EPAM C 0.3%
AFRM B 0.3%
GLPI C 0.3%
CW B 0.3%
POOL C 0.3%
PFGC B 0.29%
TPR B 0.29%
TXRH C 0.29%
ELS C 0.29%
UDR B 0.29%
ITT A 0.28%
UNM A 0.28%
CLH B 0.28%
CPT B 0.28%
BG F 0.28%
UHS D 0.27%
JNPR F 0.27%
REG B 0.27%
JEF A 0.27%
FTI A 0.27%
BMRN D 0.27%
NVT B 0.27%
HST C 0.27%
INCY C 0.27%
ALLE D 0.27%
KMX B 0.27%
WPC D 0.27%
SCI B 0.27%
JLL D 0.27%
DUOL A 0.26%
BWXT B 0.26%
OVV B 0.26%
BJ A 0.26%
NCLH B 0.26%
OWL A 0.26%
SF B 0.26%
DAY B 0.26%
AMH D 0.26%
NBIX C 0.26%
OKTA C 0.26%
EMN D 0.26%
LAMR D 0.25%
SNAP C 0.25%
RRX B 0.25%
LBRDK C 0.25%
AIZ A 0.25%
AA B 0.25%
INSM C 0.25%
BXP D 0.25%
DKS C 0.25%
TECH D 0.24%
EVR B 0.24%
CTLT B 0.24%
PAYC B 0.24%
CCK C 0.24%
LW C 0.24%
CUBE D 0.24%
FHN A 0.24%
GNRC B 0.24%
TAP C 0.24%
FND C 0.24%
TTEK F 0.24%
IPG D 0.23%
CHDN B 0.23%
AIT A 0.23%
WBS A 0.23%
KNSL B 0.23%
GME C 0.23%
OHI C 0.23%
BLD D 0.23%
PNW B 0.23%
CACI D 0.23%
CG A 0.23%
PCVX D 0.22%
HLI B 0.22%
DTM B 0.22%
GL B 0.22%
EXEL B 0.22%
ARMK B 0.22%
WAL B 0.22%
MUSA A 0.22%
MKTX D 0.22%
LAD A 0.22%
ALLY C 0.22%
AES F 0.22%
AFG A 0.22%
EHC B 0.22%
SRPT D 0.22%
RPRX D 0.22%
AYI B 0.22%
MLI C 0.22%
LKQ D 0.22%
WWD B 0.22%
PRI A 0.22%
ALSN B 0.22%
EXP A 0.22%
IOT A 0.22%
WMS D 0.21%
WING D 0.21%
BRBR A 0.21%
SOLV C 0.21%
PR B 0.21%
TPX B 0.21%
AAL B 0.21%
PNFP B 0.21%
CNH C 0.21%
CIEN B 0.21%
CRL C 0.21%
AXTA A 0.2%
FLR B 0.2%
AR B 0.2%
AAON B 0.2%
KNX B 0.2%
TFX F 0.2%
RBC A 0.2%
MORN B 0.2%
EXAS D 0.2%
WCC B 0.2%
CMA A 0.2%
INGR B 0.2%
GMED A 0.2%
FBIN D 0.2%
REXR F 0.2%
PEN B 0.2%
RL B 0.19%
EGP F 0.19%
CHE D 0.19%
HRB D 0.19%
MOS F 0.19%
CR A 0.19%
GPK C 0.19%
FN D 0.19%
WYNN D 0.19%
CPB D 0.19%
APG B 0.19%
PCTY B 0.19%
NYT C 0.19%
OGE B 0.19%
MGM D 0.19%
HQY B 0.19%
RVMD C 0.19%
BRX A 0.19%
HSIC B 0.19%
CRS A 0.19%
ROKU D 0.19%
WTFC A 0.19%
SNX C 0.19%
ZION B 0.19%
MTCH D 0.18%
TKO B 0.18%
IVZ B 0.18%
CZR F 0.18%
X C 0.18%
VOYA B 0.18%
SNV B 0.18%
SKX D 0.18%
CE F 0.18%
PLNT A 0.18%
SSB B 0.18%
RRC B 0.18%
ENSG D 0.18%
HAS D 0.18%
CNM D 0.18%
ITCI C 0.18%
APA D 0.18%
BILL A 0.18%
LNW D 0.18%
CRBG B 0.18%
MTZ B 0.18%
S B 0.17%
AGNC D 0.17%
JAZZ B 0.17%
RHI B 0.17%
JXN C 0.17%
HII D 0.17%
GKOS B 0.17%
SSD D 0.17%
ACI C 0.17%
ADC B 0.17%
BERY B 0.17%
WH B 0.17%
FYBR D 0.17%
SMAR A 0.17%
FLS B 0.17%
KBR F 0.17%
ONTO D 0.17%
BWA D 0.17%
UFPI B 0.17%
CHRD D 0.17%
MEDP D 0.17%
LPX B 0.16%
GXO B 0.16%
BBWI D 0.16%
OSK B 0.16%
MKSI C 0.16%
MTSI B 0.16%
MASI A 0.16%
COKE C 0.16%
ALV C 0.16%
BSY D 0.16%
EXLS B 0.16%
OLED D 0.16%
RIVN F 0.16%
RYAN B 0.16%
FRPT B 0.16%
MIDD C 0.16%
TMHC B 0.16%
G B 0.16%
PCOR B 0.16%
MHK D 0.16%
CVLT B 0.16%
WEX D 0.16%
ESTC C 0.16%
ANF C 0.16%
DVA B 0.16%
TREX C 0.16%
KEX C 0.16%
SPSC C 0.15%
LYFT C 0.15%
STAG F 0.15%
MTN C 0.15%
AXS A 0.15%
PARA C 0.15%
VFC C 0.15%
MTDR B 0.15%
OMF A 0.15%
FAF A 0.15%
VNO B 0.15%
CFLT B 0.15%
LSCC D 0.15%
FMC D 0.15%
CGNX C 0.15%
VMI B 0.15%
UHAL D 0.15%
ALK C 0.15%
CMC B 0.15%
DINO D 0.15%
DAR C 0.15%
ELF C 0.15%
H B 0.15%
FCN D 0.15%
ELAN D 0.15%
BPOP B 0.15%
FR C 0.15%
GNTX C 0.15%
GTLS B 0.15%
ATI D 0.15%
BIO D 0.14%
WHR B 0.14%
STWD C 0.14%
QRVO F 0.14%
IDA A 0.14%
SAIC F 0.14%
NOV C 0.14%
SITE D 0.14%
MAT D 0.14%
GBCI B 0.14%
DBX B 0.14%
MTG C 0.14%
WSC D 0.14%
LSTR D 0.14%
RGEN D 0.14%
MTH D 0.14%
KBH D 0.13%
JHG A 0.13%
BRKR D 0.13%
SIRI C 0.13%
ETSY D 0.13%
COLD D 0.13%
PVH C 0.13%
HALO F 0.13%
SUM B 0.13%
CROX D 0.13%
THO B 0.13%
AGCO D 0.13%
CHX C 0.13%
THG A 0.13%
TRNO F 0.13%
ESNT D 0.13%
CYTK F 0.13%
LFUS F 0.13%
WFRD D 0.13%
SIGI C 0.13%
LNC B 0.13%
BFAM D 0.13%
NOVT D 0.13%
WBA F 0.13%
ARW D 0.13%
SEE C 0.12%
BC C 0.12%
FFIN B 0.12%
LNTH D 0.12%
CLF F 0.12%
QLYS C 0.12%
CRUS D 0.12%
LEA D 0.12%
IONS F 0.12%
VVV F 0.12%
RMBS C 0.12%
EDR A 0.12%
PATH C 0.12%
AMG B 0.12%
ZWS B 0.12%
OLLI D 0.12%
MMS F 0.11%
GAP C 0.11%
VLY B 0.11%
POR C 0.11%
FIVE F 0.11%
ST F 0.11%
TKR D 0.11%
HXL D 0.11%
OLN D 0.11%
ROIV C 0.11%
NXST C 0.11%
BYD C 0.11%
POST C 0.11%
U C 0.11%
AL B 0.11%
INSP D 0.11%
AM A 0.11%
EEFT B 0.1%
AN C 0.1%
PSN D 0.1%
MUR D 0.1%
CIVI D 0.1%
ALKS B 0.1%
RH B 0.1%
OGN D 0.09%
HOG D 0.09%
ASGN F 0.09%
RYN D 0.09%
CELH F 0.09%
CRSP D 0.09%
KRC C 0.09%
WLK D 0.09%
NSIT F 0.09%
DLB B 0.09%
ACHC F 0.08%
WU D 0.08%
XRAY F 0.08%
W F 0.08%
OPCH D 0.08%
MDU D 0.08%
ASH D 0.08%
DNB B 0.08%
ALGM D 0.07%
PAG B 0.07%
PBF D 0.07%
VAL D 0.07%
RIG D 0.07%
CHH A 0.07%
IAC D 0.07%
AGR B 0.06%
SMMT D 0.06%
BOKF B 0.06%
COTY F 0.06%
ADTN A 0.06%
COLM B 0.06%
APLS D 0.06%
CACC D 0.06%
TNET D 0.06%
AMKR D 0.06%
INFA D 0.05%
PPC C 0.05%
SHC F 0.05%
RCM F 0.05%
LCID F 0.05%
CNXC F 0.04%
DJT C 0.04%
CLVT F 0.04%
UI A 0.03%
REYN D 0.03%
FG B 0.02%
CNA B 0.02%
SCHM Underweight 93 Positions Relative to SDY
Symbol Grade Weight
CVX A -2.34%
O D -2.21%
KVUE A -1.81%
XEL A -1.78%
EIX B -1.74%
WEC A -1.72%
KMB D -1.68%
XOM B -1.61%
ADM D -1.51%
MDT D -1.48%
TGT F -1.48%
SO D -1.48%
TROW B -1.46%
PEP F -1.45%
JNJ D -1.43%
ED D -1.42%
IBM C -1.42%
ABBV D -1.36%
SYY B -1.32%
TXN C -1.31%
CINF A -1.29%
ES D -1.28%
KO D -1.23%
CLX B -1.22%
GPC D -1.21%
ITW B -1.2%
APD A -1.2%
ATO A -1.18%
FAST B -1.17%
PG A -1.16%
EMR A -1.13%
MCD D -1.11%
NEE D -1.11%
BBY D -1.09%
ESS B -1.08%
ADP B -1.03%
LMT D -1.0%
PPG F -0.98%
QCOM F -0.97%
CAH B -0.97%
MKC D -0.96%
ABT B -0.96%
MCHP D -0.96%
LHX C -0.96%
CL D -0.9%
GD F -0.88%
AFL B -0.88%
AMCR D -0.85%
LOW D -0.84%
SWK D -0.81%
NKE D -0.78%
WM A -0.75%
NUE C -0.74%
BDX F -0.73%
NOC D -0.72%
ADI D -0.72%
CAT B -0.71%
CB C -0.61%
RSG A -0.59%
CHD B -0.58%
DOV A -0.58%
EXPD D -0.55%
LIN D -0.54%
WMT A -0.51%
HRL D -0.49%
ERIE D -0.42%
GWW B -0.42%
ECL D -0.42%
CTAS B -0.39%
SHW A -0.38%
SPGI C -0.36%
BMI B -0.33%
UBSI B -0.32%
UMBF B -0.3%
WRB A -0.29%
NJR A -0.28%
ROP B -0.27%
BRO B -0.26%
OGS A -0.25%
FELE B -0.24%
FUL F -0.24%
SR A -0.23%
PRGO B -0.22%
CBU B -0.2%
ABM B -0.19%
CWT D -0.18%
AWR B -0.18%
BRC D -0.18%
CPK A -0.17%
AVA A -0.17%
WST C -0.12%
SJW D -0.1%
SCL C -0.1%
Compare ETFs