Compare · 2 funds side by side · dividends reinvested

SMDX and MDY

SMDXIntech ETFs×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 / 04

SMDX 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%$26.1B1.4

Intech S&P Small-Mid Cap Diversified Alpha ETFUS Stock Styles · Mid cap0.35%0.52%+16.1%+20.0%[…][…]−8.7%15.2%$130M1.5

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: SMDX 2025 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

Intech S&P Small-Mid Cap Diversified Alpha ETF · $130M[…]

SMDX

MDY

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

$10,000 five years ago, dividends reinvested · they hold 46.6% in common

SMDXMeasureMDY

+16.1%Year to dateJan 1 → Nov 4+13.6%

+20.0%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%

0.35%Expense ratio$35 · $23 a year on $10k · lower is better0.23%

0.52%Trailing 12-mo yield$52 · $103 a year on $10k1.03%

−8.7%Worst dropSmaller is better−8.8%

15.2%VolatilityLower is calmer14.9%

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

3–3Level

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

More Ways to See the Pairs

SMDX vs MDY: Top 5 Holdings

Today

SMDX

5.7%in top 5

MDY

in top 53.8%

SMDXStockMDY

1.5%THCnot top 5

1.4%JLLnot top 5

1.0%XPOnot top 5

not top 5OKTA0.9%

0.9%DINOnot top 5

0.9%ATI0.7%

not top 5FTI0.8%

not top 5CASH_USD0.7%

not top 5UTHR0.7%

Held in common46.6%

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

SMDX vs MDY Returns, Every Period

Intech ETFsSMDX

+20.0%

past year

MDYSPDR

+16.0%

past year

SMDXMDYFaded: behind in that period

2–0SMDX wins

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

SMDX vs MDY

YTD

Intech ETFsSMDX

+16.1%

MDYSPDR

+13.6%

+16.1%Year to date+13.6%

−8.7%Worst drop · 1Y−8.8%

15.2%Volatility · 1Y14.9%

0.5%Yield1.0%

$130MAssets$26.1B

2–2level

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

Cost, Income and Risk

Fees: SMDX, MDY

Today

0.23%lowest, MDY

FundExpense ratioFee$10k

MDY0.23%$23

SMDX0.35%$35

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

Yields: SMDX, MDY

1.03%highest, MDY

FundTrailing yieldYield$10k

MDY1.03%$103

SMDX0.52%$52

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

Income After Fees on $10,000

$80most kept, MDY

MDY$103 − $23 = $80

SMDX$52 − $35 = $17

KeptFee

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

Overlap: SMDX, MDY

Today

46.6%most shared, SMDX and MDY

SMDXMDY

SMDX—46.6%

MDY46.6%—

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

Return vs Bumpiness: 2 ETFs

+20.0%SMDX, at 15.2% volatility

MDYWorst drop−8.8%14.9% vol

SMDXWorst drop−8.7%15.2% vol

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

Paid More vs Made More

YTD

MDYSMDX

+13.6%Year to date+16.1%

1.0%Yield0.5%

+16.0%Past year+20.0%

0.23%Fee0.35%

2–2level

End-of-day Nov 4, 2026

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