MDY was created on 1995-05-04 by SPDR. The fund's investment portfolio concentrates primarily on mid cap equity. The ETF currently has 22075.58m in AUM and 402 holdings. MDY tracks a market cap-weighted index of mid-cap US companies.
SCHD was created on 2011-10-20 by Schwab. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 69930.79m in AUM and 101 holdings. SCHD tracks a market-cap-weighted index of 100 dividend-paying US equities.
Key Details
May 04, 1995
Oct 20, 2011
Equity
Equity
Mid Cap
High Dividend Yield
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
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Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TYA | -0.16% | $148.47M | 0.15% | |
TFLO | 0.38% | $6.94B | 0.15% | |
BSV | -0.42% | $38.17B | 0.03% | |
IBTM | -0.43% | $324.27M | 0.07% | |
FTSM | 0.66% | $6.37B | 0.45% | |
TPMN | -0.68% | $30.90M | 0.65% | |
LDUR | 0.76% | $920.43M | 0.5% | |
AGZ | -0.77% | $610.52M | 0.2% | |
GSST | -0.78% | $907.20M | 0.16% | |
SCHR | -0.79% | $10.74B | 0.03% | |
CTA | -1.03% | $1.09B | 0.76% | |
JPLD | 1.11% | $1.49B | 0.24% | |
SMB | 1.24% | $274.16M | 0.07% | |
AGZD | 1.33% | $111.88M | 0.23% | |
SGOV | 1.47% | $49.61B | 0.09% | |
SHV | 1.49% | $20.50B | 0.15% | |
IBND | 1.56% | $371.85M | 0.5% | |
CARY | 1.76% | $347.36M | 0.8% | |
CMBS | 1.78% | $443.52M | 0.25% | |
IBTF | 1.90% | $2.04B | 0.07% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
VRCA | -0.21% | $55.31M | -91.51% | 0.00% |
AGL | 0.25% | $914.83M | -64.81% | 0.00% |
RLX | 0.44% | $1.97B | +17.39% | 0.46% |
VSTA | -0.61% | $341.66M | +40.10% | 0.00% |
SYPR | 1.05% | $47.80M | +11.83% | 0.00% |
VHC | 1.17% | $36.32M | +36.90% | 0.00% |
HUSA | 1.30% | $22.36M | +1.02% | 0.00% |
CARV | 1.65% | $8.79M | +24.71% | 0.00% |
GALT | 1.90% | $153.17M | +8.52% | 0.00% |
CPSH | 1.91% | $44.01M | +70.22% | 0.00% |
VSA | -2.03% | $8.67M | -13.56% | 0.00% |
LITB | -2.15% | $20.79M | -78.58% | 0.00% |
AIFU | 2.34% | $6.48B | +92.81% | 0.00% |
BTCT | 2.64% | $19.62M | +42.52% | 0.00% |
KROS | 2.85% | $556.84M | -69.97% | 0.00% |
ZCMD | 2.94% | $28.54M | -13.08% | 0.00% |
RLMD | 3.11% | $19.65M | -80.20% | 0.00% |
CYCN | -3.35% | $9.62M | +10.15% | 0.00% |
CREG | 3.36% | $5.38M | -79.27% | 0.00% |
K | -3.45% | $27.24B | +35.22% | 2.91% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ITW | 83.77% | $72.02B | +3.30% | 2.41% |
PFG | 78.43% | $17.47B | -2.72% | 3.82% |
GGG | 78.40% | $14.30B | +7.79% | 1.24% |
TXT | 78.30% | $14.22B | -8.43% | 0.10% |
LYB | 77.96% | $18.75B | -38.91% | 9.36% |
NDSN | 77.90% | $12.06B | -6.76% | 1.47% |
PNC | 77.46% | $72.00B | +19.83% | 3.54% |
MET | 77.32% | $53.48B | +11.55% | 2.79% |
FITB | 76.51% | $27.09B | +13.03% | 3.61% |
USB | 76.48% | $69.39B | +11.29% | 4.47% |
PRU | 76.46% | $37.63B | -10.36% | 5.00% |
DD | 76.02% | $28.55B | -15.23% | 2.33% |
AVNT | 75.55% | $3.11B | -20.58% | 3.22% |
DCI | 75.33% | $8.08B | -3.65% | 1.61% |
APAM | 75.29% | $3.08B | +7.85% | 7.01% |
RF | 75.21% | $20.57B | +20.29% | 4.39% |
EMN | 75.12% | $8.83B | -21.94% | 4.35% |
UNP | 74.78% | $136.17B | +1.72% | 2.37% |
DOW | 74.74% | $19.46B | -48.21% | 10.28% |
STWD | 74.53% | $6.88B | +5.57% | 9.46% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -69.05% | $100.93M | 0.59% | |
VIXY | -63.27% | $182.62M | 0.85% | |
IVOL | -38.26% | $348.50M | 1.02% | |
BTAL | -34.59% | $289.98M | 1.43% | |
FTSD | -27.65% | $228.75M | 0.25% | |
XONE | -22.80% | $641.35M | 0.03% | |
SPTS | -20.57% | $5.75B | 0.03% | |
FXY | -18.92% | $836.74M | 0.4% | |
CLIP | -18.59% | $1.52B | 0.07% | |
UTWO | -16.68% | $373.24M | 0.15% | |
SCHO | -16.22% | $10.99B | 0.03% | |
VGSH | -15.24% | $22.58B | 0.03% | |
SHYM | -14.57% | $333.87M | 0.35% | |
XHLF | -14.29% | $1.72B | 0.03% | |
IBTH | -13.72% | $1.58B | 0.07% | |
KCCA | -13.60% | $102.66M | 0.87% | |
BILS | -12.82% | $3.90B | 0.1356% | |
TBLL | -11.91% | $2.18B | 0.08% | |
FXE | -11.69% | $563.34M | 0.4% | |
IBTI | -11.28% | $1.04B | 0.07% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DFDV | -9.22% | $289.19M | +1,804.45% | 0.00% |
STG | -7.53% | $29.90M | -27.12% | 0.00% |
K | -3.45% | $27.24B | +35.22% | 2.91% |
CYCN | -3.35% | $9.62M | +10.15% | 0.00% |
LITB | -2.15% | $20.79M | -78.58% | 0.00% |
VSA | -2.03% | $8.67M | -13.56% | 0.00% |
VSTA | -0.61% | $341.66M | +40.10% | 0.00% |
VRCA | -0.21% | $55.31M | -91.51% | 0.00% |
AGL | 0.25% | $914.83M | -64.81% | 0.00% |
RLX | 0.44% | $1.97B | +17.39% | 0.46% |
SYPR | 1.05% | $47.80M | +11.83% | 0.00% |
VHC | 1.17% | $36.32M | +36.90% | 0.00% |
HUSA | 1.30% | $22.36M | +1.02% | 0.00% |
CARV | 1.65% | $8.79M | +24.71% | 0.00% |
GALT | 1.90% | $153.17M | +8.52% | 0.00% |
CPSH | 1.91% | $44.01M | +70.22% | 0.00% |
AIFU | 2.34% | $6.48B | +92.81% | 0.00% |
BTCT | 2.64% | $19.62M | +42.52% | 0.00% |
KROS | 2.85% | $556.84M | -69.97% | 0.00% |
ZCMD | 2.94% | $28.54M | -13.08% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SDOG | 96.81% | $1.17B | 0.36% | |
DIVB | 95.64% | $901.76M | 0.05% | |
FTA | 95.38% | $1.09B | 0.6% | |
FDL | 94.52% | $5.43B | 0.43% | |
DHS | 94.14% | $1.22B | 0.38% | |
IUSV | 93.98% | $20.35B | 0.04% | |
DGRO | 93.97% | $31.12B | 0.08% | |
SPYD | 93.92% | $6.88B | 0.07% | |
SPYV | 93.90% | $26.07B | 0.04% | |
VOOV | 93.87% | $5.37B | 0.1% | |
IVE | 93.82% | $38.23B | 0.18% | |
SCHV | 93.81% | $12.30B | 0.04% | |
DVY | 93.72% | $19.33B | 0.38% | |
SDY | 93.69% | $19.76B | 0.35% | |
VTV | 93.49% | $135.54B | 0.04% | |
CDC | 93.47% | $724.88M | 0.42% | |
NULV | 93.37% | $1.68B | 0.26% | |
DVAL | 93.34% | $112.43M | 0.49% | |
TPHD | 93.30% | $302.86M | 0.52% | |
PEY | 93.29% | $1.09B | 0.53% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ITT | 90.12% | $12.20B | +20.57% | 0.87% |
BN | 87.49% | $101.06B | +48.33% | 0.56% |
DOV | 86.26% | $24.67B | -0.07% | 1.15% |
BNT | 86.26% | $12.35B | +49.25% | 0.00% |
PH | 86.18% | $86.28B | +33.63% | 0.99% |
AVNT | 85.59% | $3.11B | -20.58% | 3.22% |
EVR | 85.25% | $10.25B | +36.33% | 1.22% |
JHG | 84.94% | $5.92B | +10.99% | 4.19% |
AXP | 84.55% | $216.05B | +33.74% | 0.95% |
CG | 84.41% | $17.74B | +23.38% | 2.86% |
BX | 84.04% | $174.77B | +15.78% | 2.44% |
TROW | 83.98% | $20.95B | -19.00% | 5.30% |
AIT | 83.85% | $8.95B | +22.62% | 0.71% |
EQH | 83.84% | $16.41B | +30.73% | 1.83% |
FLS | 83.81% | $6.25B | -0.69% | 1.75% |
GS | 83.58% | $203.16B | +44.76% | 1.81% |
JEF | 83.51% | $11.41B | +20.20% | 2.72% |
FTV | 83.49% | $24.02B | -3.14% | 0.46% |
AWI | 83.44% | $6.88B | +41.25% | 0.76% |
APAM | 83.35% | $3.08B | +7.85% | 7.01% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BCE | -0.19% | $20.26B | -32.82% | 11.32% |
HUSA | -0.51% | $22.36M | +1.02% | 0.00% |
CYCN | 0.55% | $9.62M | +10.15% | 0.00% |
ASPS | -0.72% | $118.86M | -0.28% | 0.00% |
KR | -0.79% | $48.89B | +47.37% | 1.77% |
MO | -0.92% | $100.92B | +29.06% | 6.83% |
TU | -1.02% | $24.45B | +3.22% | 7.29% |
TEF | 1.34% | $29.68B | +22.90% | 6.25% |
DG | -1.86% | $24.94B | -11.83% | 2.08% |
VSTA | -1.96% | $341.66M | +40.10% | 0.00% |
ZCMD | -1.96% | $28.54M | -13.08% | 0.00% |
AMT | 2.13% | $104.82B | +16.21% | 3.00% |
DUK | 2.49% | $90.90B | +16.72% | 3.58% |
CREG | 2.58% | $5.38M | -79.27% | 0.00% |
NEUE | 2.70% | $61.16M | +32.50% | 0.00% |
VHC | 2.79% | $36.32M | +36.90% | 0.00% |
AEP | 2.92% | $55.17B | +18.86% | 3.58% |
GFI | 3.55% | $21.34B | +59.68% | 2.33% |
PPC | 3.63% | $11.05B | +37.84% | 0.00% |
STG | -3.67% | $29.90M | -27.12% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -79.97% | $100.93M | 0.59% | |
VIXY | -75.25% | $182.62M | 0.85% | |
BTAL | -68.88% | $289.98M | 1.43% | |
IVOL | -46.16% | $348.50M | 1.02% | |
XONE | -33.17% | $641.35M | 0.03% | |
FTSD | -32.77% | $228.75M | 0.25% | |
SPTS | -32.36% | $5.75B | 0.03% | |
FXY | -30.36% | $836.74M | 0.4% | |
SCHO | -27.65% | $10.99B | 0.03% | |
UTWO | -27.27% | $373.24M | 0.15% | |
VGSH | -27.02% | $22.58B | 0.03% | |
IBTH | -22.28% | $1.58B | 0.07% | |
IBTI | -21.83% | $1.04B | 0.07% | |
IBTG | -21.14% | $1.96B | 0.07% | |
BILS | -20.62% | $3.90B | 0.1356% | |
XHLF | -19.79% | $1.72B | 0.03% | |
IBTJ | -18.29% | $678.65M | 0.07% | |
TBLL | -17.55% | $2.18B | 0.08% | |
IEI | -16.84% | $15.35B | 0.15% | |
SHYM | -16.03% | $333.87M | 0.35% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IJH | 99.96% | $92.72B | 0.05% | |
SPMD | 99.95% | $12.80B | 0.03% | |
IVOO | 99.92% | $2.63B | 0.07% | |
SCHM | 99.44% | $11.28B | 0.04% | |
JMEE | 99.41% | $1.80B | 0.24% | |
VB | 99.39% | $62.46B | 0.05% | |
XJH | 99.37% | $276.68M | 0.12% | |
SMMD | 99.09% | $1.42B | 0.15% | |
ESML | 99.09% | $1.79B | 0.17% | |
JHMM | 99.00% | $4.05B | 0.42% | |
IJK | 98.89% | $8.60B | 0.17% | |
MDYG | 98.84% | $2.20B | 0.15% | |
NUSC | 98.82% | $1.12B | 0.31% | |
VBR | 98.76% | $29.44B | 0.07% | |
TMSL | 98.69% | $805.01M | 0.55% | |
FSMD | 98.67% | $1.52B | 0.16% | |
FNX | 98.61% | $1.11B | 0.6% | |
MDYV | 98.58% | $2.34B | 0.15% | |
IVOG | 98.52% | $1.09B | 0.15% | |
IJJ | 98.52% | $7.54B | 0.18% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
JBND | 0.07% | $2.22B | 0.25% | |
TOTL | -0.12% | $3.83B | 0.55% | |
MLN | -0.12% | $526.24M | 0.24% | |
SMMU | -0.32% | $878.88M | 0.35% | |
AGZD | 0.40% | $111.88M | 0.23% | |
SHM | 0.45% | $3.40B | 0.2% | |
YEAR | 0.90% | $1.45B | 0.25% | |
CMBS | -0.90% | $443.52M | 0.25% | |
IBND | -0.94% | $371.85M | 0.5% | |
BNDX | 1.13% | $67.19B | 0.07% | |
OWNS | -1.15% | $127.48M | 0.3% | |
DFNM | -1.31% | $1.56B | 0.17% | |
IBMN | 1.32% | $447.96M | 0.18% | |
TPMN | -1.75% | $30.90M | 0.65% | |
BUXX | 1.76% | $314.71M | 0.25% | |
GOVI | 1.90% | $917.19M | 0.15% | |
CTA | -2.15% | $1.09B | 0.76% | |
IBMS | 2.18% | $85.45M | 0.18% | |
LMBS | 2.43% | $5.06B | 0.64% | |
FLMI | -2.49% | $711.84M | 0.3% |
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Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -19.57% | $24.01B | +35.71% | 1.10% |
CME | -9.06% | $97.79B | +39.81% | 3.90% |
ED | -8.76% | $36.10B | +12.08% | 3.42% |
K | -8.64% | $27.24B | +35.22% | 2.91% |
AWK | -6.77% | $27.73B | +9.90% | 2.22% |
MKTX | -5.94% | $8.35B | +14.78% | 1.35% |
DFDV | -5.47% | $289.19M | +1,804.45% | 0.00% |
VSA | -4.39% | $8.67M | -13.56% | 0.00% |
LITB | -4.36% | $20.79M | -78.58% | 0.00% |
STG | -3.67% | $29.90M | -27.12% | 0.00% |
ZCMD | -1.96% | $28.54M | -13.08% | 0.00% |
VSTA | -1.96% | $341.66M | +40.10% | 0.00% |
DG | -1.86% | $24.94B | -11.83% | 2.08% |
TU | -1.02% | $24.45B | +3.22% | 7.29% |
MO | -0.92% | $100.92B | +29.06% | 6.83% |
KR | -0.79% | $48.89B | +47.37% | 1.77% |
ASPS | -0.72% | $118.86M | -0.28% | 0.00% |
HUSA | -0.51% | $22.36M | +1.02% | 0.00% |
BCE | -0.19% | $20.26B | -32.82% | 11.32% |
CYCN | 0.55% | $9.62M | +10.15% | 0.00% |
MDY - S&P MidCap 400 ETF and SCHD - Schwab US Dividend Equity ETF have a 23 holding overlap. Which accounts for a 5.2% overlap.
Number of overlapping holdings
23
% of overlapping holdings
5.21%
Name | Weight in MDY | Weight in SCHD |
---|---|---|
0.52% | 0.62% | |
0.50% | 0.60% | |
0.47% | 0.56% | |
0.44% | 0.53% | |
0.35% | 0.41% | |
0.31% | 0.37% | |
0.27% | 0.32% | |
0.26% | 0.31% | |
0.23% | 0.27% | |
0.20% | 0.24% |
S&P MidCap 400 ETF - MDY is made up of 401 holdings. Schwab US Dividend Equity ETF - SCHD is made up of 99 holdings.
Name | Weight |
---|---|
0.77% | |
0.77% | |
0.68% | |
0.67% | |
0.65% | |
![]() | 0.63% |
0.62% | |
0.62% | |
0.61% | |
0.58% | |
0.57% | |
![]() | 0.57% |
![]() | 0.57% |
0.56% | |
0.56% | |
0.56% | |
0.55% | |
0.55% | |
![]() | 0.53% |
0.52% | |
![]() | 0.52% |
![]() | 0.51% |
![]() | 0.51% |
0.50% | |
![]() | 0.50% |
0.50% | |
0.49% | |
![]() | 0.49% |
0.49% | |
0.48% |
Name | Weight |
---|---|
4.25% | |
4.25% | |
4.18% | |
4.17% | |
4.05% | |
4.04% | |
![]() | 3.92% |
3.90% | |
3.87% | |
3.87% | |
3.86% | |
3.86% | |
3.81% | |
![]() | 3.77% |
3.02% | |
2.75% | |
![]() | 2.06% |
![]() | 1.96% |
1.91% | |
![]() | 1.84% |
![]() | 1.83% |
1.78% | |
1.78% | |
1.72% | |
1.18% | |
1.11% | |
1.07% | |
1.05% | |
1.05% | |
0.95% |