Compare · 2 funds side by side · dividends reinvested

SMDX and SPY

SMDXIntech ETFs×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

SMDX and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B1.4

Intech S&P Small-Mid Cap Diversified Alpha ETFUS Stock Styles · Mid cap0.35%0.54%+11.4%+14.5%[…][…]−8.7%15.8%$125M1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: SMDX 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Intech S&P Small-Mid Cap Diversified Alpha ETF · $125M[…]

SMDX

SPY

State Street SPDR S&P 500 ETF · $778B$17,118

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SMDXMeasureSPY

+11.4%Year to dateJan 1 → Nov 6+8.7%

+14.5%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

0.35%Expense ratio$35 · $9 a year on $10k · lower is better0.09%

0.54%Trailing 12-mo yield$54 · $103 a year on $10k1.03%

−8.7%Worst dropSmaller is better−8.9%

15.8%VolatilityLower is calmer13.6%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMDX vs SPY: Top 5 Holdings

Today

SMDX

5.7%in top 5

SPY

in top 527.8%

SMDXStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.7%THCnot top 5

1.3%JLLnot top 5

0.9%XPOnot top 5

0.9%USFDnot top 5

0.9%LAMRnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SMDX vs SPY Returns, Every Period

Intech ETFsSMDX

+14.5%

past year

SPYSPDR

+9.7%

past year

SMDXSPYFaded: behind in that period

2–0SMDX wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SMDX vs SPY

YTD

Intech ETFsSMDX

+11.4%

SPYSPDR

+8.7%

+11.4%Year to date+8.7%

−8.7%Worst drop · 1Y−8.9%

15.8%Volatility · 1Y13.6%

0.5%Yield1.0%

$125MAssets$778B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMDX, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SMDX0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SMDX, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

SMDX0.54%$54

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

SMDX$54 − $35 = $19

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SMDX, SPY

Today

0.0%most shared, SMDX and SPY

SMDXSPY

SMDX—0.0%

SPY0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.5%SMDX, at 15.8% volatility

SPYWorst drop−8.9%13.6% vol

SMDXWorst drop−8.7%15.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYSMDX

+8.7%Year to date+11.4%

1.0%Yield0.5%

+9.7%Past year+14.5%

0.09%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026