SPMD vs MDY
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 400(TM) MID CAP ETF (SPMD, ETF) and S&P MidCap 400 ETF (MDY, ETF).
5-Year PerformanceSPMD has outperformed MDY, delivering a return of +7.8% compared to +7.6%
SPMD vs MDY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPMD
$17B
Winner
MDY
$26B
Expense Ratio
Winner
SPMD
0.03%
MDY
0.23%
Max Drawdown
SPMD
60.53%
Winner
MDY
56.26%
Sharpe Ratio
Winner
SPMD
1.21
MDY
1.19
5Y Beta
SPMD
0.99
Winner
MDY
0.99
P/E Ratio
SPMD
25.75
Winner
MDY
24.75
Forward P/E
Winner
SPMD
16.47
MDY
16.50
5Y Dividends CAGR
Winner
SPMD
8.69%
MDY
8.61%
5Y EPS CAGR
SPMD
12.64%
Winner
MDY
12.79%
Debt to Equity
Winner
SPMD
47.17%
MDY
47.33%
P/S Ratio
SPMD
1.61
Winner
MDY
1.55
P/B Ratio
SPMD
2.73
Winner
MDY
2.68
SPMD vs MDY - Holdings Comparison
SPMD and MDY have 355 common holdings. Overlap is 75.92%
SPMD's top 25 holdings weight is 16.58%. MDY's top 25 holdings weight is 16.22%.
| Rank | SPMD | MDY |
|---|---|---|
| #1 | FLEX LTD (FLEX) - 1.50% | FLEX LTD (FLEX) - 0.98% |
| #2 | TWILIO INC CLASS A (TWLO) - 0.82% | TECHNIPFMC PLC (n/a) - 0.89% |
| #3 | TECHNIPFMC PLC (FTI) - 0.82% | CURTISS-WRIGHT CORP (CW) - 0.78% |
| #4 | CURTISS-WRIGHT CORP (CW) - 0.79% | XPO INC (XPO) - 0.75% |
| #5 | EVERPURE INC CLASS A (P) - 0.79% | FABRINET (FN) - 0.72% |
| #6 | NVENT ELECTRIC PLC (NVT) - 0.78% | UNITED THERAPEUTICS CORP (UTHR) - 0.72% |
| #7 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.75% | MASTEC INC (MTZ) - 0.71% |
| #8 | UNITED THERAPEUTICS CORP (UTHR) - 0.71% | NVENT ELECTRIC PLC (NVT) - 0.67% |
| #9 | XPO INC (XPO) - 0.70% | EVERPURE INC CLASS A (P) - 0.66% |
| #10 | FABRINET (FN) - 0.69% | TWILIO INC CLASS A (TWLO) - 0.66% |
| #11 | MASTEC INC (MTZ) - 0.68% | ENTEGRIS INC (ENTG) - 0.63% |
| #12 | STERLING INFRASTRUCTURE INC (STRL) - 0.68% | WOODWARD INC (WWD) - 0.63% |
| #13 | ATI INC (ATI) - 0.65% | CARPENTER TECHNOLOGY CORP (CRS) - 0.62% |
| #14 | MKS INC (MKSI) - 0.64% | ATI INC (ATI) - 0.62% |
| #15 | CARPENTER TECHNOLOGY CORP (CRS) - 0.64% | US FOODS HOLDING CORP (USFD) - 0.60% |
| #16 | ILLUMINA INC (ILMN) - 0.63% | BURLINGTON STORES INC (BURL) - 0.58% |
| #17 | ENTEGRIS INC (ENTG) - 0.61% | BWX TECHNOLOGIES INC (BWXT) - 0.58% |
| #18 | WOODWARD INC (WWD) - 0.61% | RB GLOBAL INC (RBA) - 0.57% |
| #19 | BURLINGTON STORES INC (BURL) - 0.58% | ILLUMINA INC (ILMN) - 0.57% |
| #20 | TTM TECHNOLOGIES INC (TTMI) - 0.58% | MKS INC (MKSI) - 0.56% |
| #21 | JONES LANG LASALLE INC (JLL) - 0.39% | RBC BEARINGS INC (RBC) - 0.55% |
| #22 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 0.39% | RELIANCE INC (RS) - 0.55% |
| #23 | ONTO INNOVATION INC (ONTO) - 0.39% | ROYAL GOLD INC (RGLD) - 0.55% |
| #24 | EVERCORE INC CLASS A (EVR) - 0.38% | ITT INC (ITT) - 0.54% |
| #25 | LAMAR ADVERTISING CO CLASS A (LAMR) - 0.38% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.53% |
| Total Holdings | 363 | 400 |
SPMD vs MDY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPMD
+0.90%
MDY
+0.86%
3M
Winner
SPMD
+6.09%
MDY
+6.00%
6M
Winner
SPMD
+11.98%
MDY
+11.74%
1Y
Winner
SPMD
+23.90%
MDY
+23.49%
5Y(CAGR)
Winner
SPMD
+7.84%
MDY
+7.58%
10Y(CAGR)
Winner
SPMD
+11.17%
MDY
+10.78%
Max(CAGR)
SPMD
+9.77%
Winner
MDY
+9.97%
SPMD vs MDY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPMD | MDY |
|---|---|---|
| 2026 | +10.81% | +10.63% |
| 2025 | +7.70% | +7.44% |
| 2024 | +14.26% | +14.00% |
| 2023 | +16.97% | +16.64% |
| 2022 | -13.41% | -13.53% |
| 2021 | +26.68% | +26.53% |
| 2020 | +13.36% | +13.37% |
| 2019 | +25.15% | +26.23% |
| 2018 | -11.76% | -12.12% |
| 2017 | +14.82% | +15.30% |
| 2016 | +20.57% | +22.01% |
| 2015 | -2.73% | -2.35% |
| 2014 | +9.38% | +10.67% |
| 2013 | +35.41% | +29.47% |
| 2012 | +15.80% | +16.51% |
| 2011 | -2.07% | -3.32% |
| 2010 | +23.61% | +24.20% |
| 2009 | +43.74% | +33.95% |
| 2008 | -37.86% | -36.01% |
| 2007 | +4.98% | +6.68% |
| 2006 | +11.73% | +8.55% |
| 2005 | +3.21% | +13.72% |
| 2004 | N/A | +15.51% |
| 2003 | N/A | +31.04% |
| 2002 | N/A | -14.53% |
| 2001 | N/A | +3.12% |
| 2000 | N/A | +18.83% |
| 1999 | N/A | +10.57% |
SPMD vs MDY Drawdown Comparison
The maximum drawdown for SPMD was -57.65%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The maximum drawdown for MDY was -55.34%, occurring on Mar 9, 2009. Recovery took 857 trading sessions.
The current SPMD drawdown is -1.94%. The current MDY drawdown is -1.95%.
| Rank | SPMD | MDY |
|---|---|---|
| #1 | -57.65% Jul 17, 2007 - Dec 17, 2010 | -55.34% Jul 13, 2007 - Dec 6, 2010 |
| #2 | -41.85% Feb 20, 2020 - Nov 9, 2020 | -42.21% Feb 20, 2020 - Nov 9, 2020 |
| #3 | -27.47% Apr 29, 2011 - Mar 15, 2012 | -32.04% Apr 16, 2002 - Oct 13, 2003 |
| #4 | -24.96% Jun 22, 2015 - Nov 14, 2016 | -26.20% Apr 29, 2011 - Mar 26, 2012 |
| #5 | -24.31% Aug 29, 2018 - Dec 19, 2019 | -25.60% Sep 7, 2000 - Apr 10, 2002 |
| #6 | -24.09% Nov 25, 2024 - Dec 10, 2025 | -24.04% Nov 25, 2024 - Dec 10, 2025 |
| #7 | -23.70% Nov 16, 2021 - Feb 9, 2024 | -23.79% Nov 16, 2021 - Feb 12, 2024 |
| #8 | -12.22% Mar 19, 2012 - Sep 13, 2012 | -23.16% Aug 29, 2018 - Nov 26, 2019 |
| #9 | -11.85% May 8, 2006 - Nov 15, 2006 | -19.27% Jun 23, 2015 - Jul 11, 2016 |
| #10 | -11.64% Jul 2, 2014 - Nov 25, 2014 | -13.95% Mar 24, 2000 - Jun 2, 2000 |
| #11 | -9.37% Jan 26, 2018 - May 21, 2018 | -12.52% May 8, 2006 - Dec 4, 2006 |
| #12 | -8.86% Feb 20, 2026 - Apr 17, 2026 | -11.12% Mar 26, 2012 - Sep 7, 2012 |
| #13 | -7.83% Jul 16, 2024 - Sep 19, 2024 | -10.55% Jul 1, 2014 - Nov 21, 2014 |
| #14 | -7.14% Sep 14, 2012 - Dec 18, 2012 | -10.49% Apr 5, 2004 - Nov 4, 2004 |
| #15 | -7.12% Mar 28, 2024 - May 15, 2024 | -9.69% Jan 26, 2018 - Jun 6, 2018 |
Correlation
Correlation between SPMD and MDY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
SPMD vs MDY dividend yield comparison.
| Year | SPMD | MDY |
|---|---|---|
| 2026 | 0.28% | 0.22% |
| 2025 | 1.39% | 1.15% |
| 2024 | 1.42% | 1.18% |
| 2023 | 1.47% | 1.21% |
| 2022 | 1.64% | 1.37% |
| 2021 | 1.24% | 0.96% |
| 2020 | 1.30% | 1.12% |
| 2019 | 1.57% | 1.34% |
| 2018 | 1.85% | 1.39% |
| 2017 | 1.97% | 1.18% |
| 2016 | 2.13% | 1.31% |
| 2015 | 5.33% | 1.35% |
| 2014 | 5.71% | 1.17% |
| 2013 | 10.67% | 1.07% |
| 2012 | 2.48% | 1.14% |
| 2011 | 1.34% | 1.07% |
| 2010 | 1.13% | 0.91% |
| 2009 | 1.31% | 1.22% |
| 2008 | 2.34% | 1.87% |
| 2007 | 6.04% | 1.18% |
| 2006 | 2.73% | 1.18% |
| 2005 | 0.18% | 1.04% |
| 2004 | 0.00% | 0.87% |
| 2003 | 0.00% | 0.82% |
| 2002 | 0.00% | 0.91% |
| 2001 | 0.00% | 0.77% |
| 2000 | 0.00% | 0.82% |
| 1999 | 0.00% | 2.69% |
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