MIDE vs SCHD
Xtrackers S&P MidCap 400 Scored & Screened ETF vs Schwab US Dividend Equity ETF
Which is better, MIDE or SCHD?
Mid Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. MIDE is less concentrated, with 11.3% of the fund in its ten largest positions against 41.5%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | MIDE | SCHD |
|---|---|---|
| Expense Ratio | 0.15% | 0.06%Best |
| AUM | $3M | $112.2B |
| Dividend Yield | 1.26% | 3.13% |
| Holdings | 272 | 103 |
| YTD Return | +14.61% | +27.56%Best |
| 1Y Return | +18.82% | +30.29%Best |
| 3Y Return (annualized) | +14.98% | +16.37%Best |
| 5Y Return (annualized) | +8.58% | +10.23%Best |
| Volatility (annualized) | 17.8% | 14.6%Best |
| Max Drawdown | -24.6% | -16.9%Best |
| $10,000 over 5 years | $15,092 | $16,274Best |
| Top 10 Weight | 11.3%Best | 41.5% |
| Fund Family | Xtrackers ETFs | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Value |
| Inception | Feb 23, 2021 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Feb 24, 2021 to Sep 4, 2026 (5.5 years).
MIDE vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5.5 years both funds cover.
MIDE vs SCHD Performance
Xtrackers S&P MidCap 400 Scored & Screened ETF (MIDE) is an ETF from Xtrackers ETFs and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year MIDE returned +18.82% while SCHD returned +30.29%. Year to date, MIDE is up 14.61% versus a gain of 27.56% for SCHD.
Over three years, MIDE compounded at +14.98% per year against +16.37% for SCHD; over five years the annualized figures are +8.58% and +10.23% respectively. Across the full 6-year window we track, SCHD has the edge at +11.40% annualized vs +9.03%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MIDE has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 14.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -24.6% for MIDE and -16.9% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
MIDE charges 0.15% per year while SCHD charges 0.06%. On a $10,000 position that is $15 vs $6 annually, a gap of $9 per year that compounds over a long holding period. On income, MIDE currently yields 1.26% against 3.13% for SCHD.
Holdings Overlap
4.5% of MIDE's money is in holdings SCHD also owns. 2.8% of SCHD's money is in holdings MIDE also owns.
MIDE and SCHD share little of their money.
13 positions in common, counted across the 270 positions we hold weights for in MIDE and 100 in SCHD, against full books of 272 and 103.
What only one of them owns
Our book lists 86 positions for SCHD that do not appear in our book for MIDE (97.2% of the fund), and 254 for MIDE that do not appear in SCHD (92.1%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in MIDE | Weight in SCHD | Difference |
|---|---|---|---|
| EWBCEast West Bancorp, Inc. | 0.74% | 0.45% | 0.29% |
| DINOHollyfrontier | 0.57% | 0.31% | 0.26% |
| FNFFidelity National Financial Inc. | 0.49% | 0.32% | 0.17% |
| WSOWatsco, Inc. | 0.43% | 0.29% | 0.14% |
| COLBColumbia Banking System Inc Common Stock | 0.38% | 0.23% | 0.15% |
| BAHBooz Allen Hamilton Holding Corp C | 0.37% | 0.23% | 0.14% |
| ALV:STAutoliv, Inc. | 0.34% | 0.21% | 0.13% |
| MMacy'S Inc. | 0.24% | 0.17% | 0.07% |
| MSMMsc Industrial Direct Co Inc | 0.23% | 0.14% | 0.09% |
| OZKBank Ozk | 0.21% | 0.13% | 0.08% |
You are not choosing between two funds in isolation.
Whichever of MIDE and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, MIDE or SCHD?
MIDE has an expense ratio of 0.15% while SCHD charges 0.06%. SCHD is the cheaper option, by $9 a year on a $10,000 investment.
Which performed better, MIDE or SCHD?
Over the past year MIDE returned +18.82% vs +30.29% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (6 years), MIDE annualized +9.03% vs +11.40% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MIDE or SCHD?
MIDE has been the more volatile fund at 17.8% annualized versus 14.6% for SCHD. Worst drawdown: MIDE -24.6% vs SCHD -16.9%.
Should I hold both MIDE and SCHD?
MIDE and SCHD have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between MIDE and SCHD?
4.5% of MIDE's money is in holdings SCHD also owns. 2.8% of SCHD's is in holdings MIDE also owns. They hold 13 positions in common, counted across the 270 positions we hold weights for in MIDE and 100 in SCHD.
Which pays a higher dividend, MIDE or SCHD?
MIDE yields 1.26% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than MIDE?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. MIDE is less concentrated, with 11.3% of the fund in its ten largest positions against 41.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.