Compare · 2 funds side by side · dividends reinvested

SMCP and MDY

SMCPSmart×MDYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,436MDY · best of the two

02 / 03

SMCP and MDY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P MIDCAP 400 ETF TrustUS Stock Styles · Mid cap0.23%1.03%+13.6%+16.0%+18.0%+7.6%−8.8%14.9%$26.1B1.0

SMART Mid Cap ETFUS Stock Styles · Mid cap0.79%0.00%[…][…][…][…][…][…]$14M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SMCP 2026 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

SMART Mid Cap ETF · $14M[…]

SMCP

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust · $26.1B$14,436

$10,000 five years ago, dividends reinvested · they hold 6.2% in common

SMCPMeasureMDY

[…]Year to dateJan 1 → Nov 4+13.6%

[…]1 yearTotal return+16.0%

[…]3 years · per year$10,000 became […] · $16,442+18.0%

[…]5 years · per year$10,000 became […] · $14,436+7.6%

0.79%Expense ratio$79 · $23 a year on $10k · lower is better0.23%

0.00%Trailing 12-mo yield$0 · $103 a year on $10k1.03%

[…]Worst dropSmaller is better−8.8%

[…]VolatilityLower is calmer14.9%

SMCPMDY Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2MDY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMCP vs MDY: Top 5 Holdings

Today

SMCP

28.6%in top 5

MDY

in top 53.8%

SMCPStockMDY

6.9%ANFnot top 5

6.0%AHRnot top 5

5.6%GHCnot top 5

5.2%ELFnot top 5

4.9%OLLInot top 5

not top 5OKTA0.9%

not top 5FTI0.8%

not top 5CASH_USD0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

Held in common6.2%

End-of-day Nov 4, 2026 · share of each fund

SMCP vs MDY Returns, Every Period

SmartSMCP

[…]

past year

MDYSPDR

+16.0%

past year

Returns […]

SMCPMDYFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SMCP vs MDY

YTD

SmartSMCP

[…]

MDYSPDR

+13.6%

[…]Year to date+13.6%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y14.9%

0.0%Yield1.0%

$13.5MAssets$26.1B

1–0MDY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMCP, MDY

Today

0.23%lowest, MDY

FundExpense ratioFee$10k

MDY0.23%$23

SMCP0.79%$79

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SMCP, MDY

1.03%highest, MDY

FundTrailing yieldYield$10k

MDY1.03%$103

SMCP0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$80most kept, MDY

MDY$103 − $23 = $80

SMCP$0 − $79 = −$79

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SMCP, MDY

Today

6.2%most shared, SMCP and MDY

SMCPMDY

SMCP—6.2%

MDY6.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.0%MDY, at 14.9% volatility

MDYWorst drop−8.8%14.9% vol

SMCPWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026