SPMD vs SPY
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 400(TM) MID CAP ETF (SPMD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SPMD, delivering a return of +13.2% compared to +8.7%
SPMD vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPMD
$18B
Winner
SPY
$784B
Expense Ratio
Winner
SPMD
0.03%
SPY
0.09%
Max Drawdown
SPMD
60.53%
Winner
SPY
56.47%
Sharpe Ratio
SPMD
1.31
Winner
SPY
1.54
5Y Beta
Winner
SPMD
0.98
SPY
1.00
P/E Ratio
Winner
SPMD
25.90
SPY
27.62
Forward P/E
Winner
SPMD
16.73
SPY
21.11
5Y Dividends CAGR
Winner
SPMD
8.64%
SPY
6.00%
5Y EPS CAGR
SPMD
13.05%
Winner
SPY
25.30%
Debt to Equity
SPMD
47.41%
Winner
SPY
31.11%
P/S Ratio
Winner
SPMD
1.61
SPY
3.49
P/B Ratio
Winner
SPMD
2.81
SPY
5.30
SPMD vs SPY - Holdings Comparison
SPMD and SPY have 1 common holdings. Overlap is 0.00%
SPMD's top 25 holdings weight is 17.72%. SPY's top 25 holdings weight is 51.24%.
| Rank | SPMD | SPY |
|---|---|---|
| #1 | FLEX LTD (FLEX) - 1.49% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | CARPENTER TECHNOLOGY CORP (CRS) - 0.81% | APPLE INC (AAPL) - 6.81% |
| #3 | TWILIO INC CLASS A (TWLO) - 0.81% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | CURTISS-WRIGHT CORP (CW) - 0.81% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | NVENT ELECTRIC PLC (NVT) - 0.78% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | TECHNIPFMC PLC (FTI) - 0.77% | BROADCOM INC (AVGO) - 2.77% |
| #7 | ATI INC (ATI) - 0.76% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | STERLING INFRASTRUCTURE INC (STRL) - 0.73% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | WOODWARD INC (WWD) - 0.73% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | MKS INC (MKSI) - 0.70% | TESLA INC (TSLA) - 1.76% |
| #11 | ILLUMINA INC (ILMN) - 0.69% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | ENTEGRIS INC (ENTG) - 0.68% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | UNITED THERAPEUTICS CORP (UTHR) - 0.67% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | XPO INC (XPO) - 0.67% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.67% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | MASTEC INC (MTZ) - 0.65% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | EVERPURE INC CLASS A (P) - 0.64% | VISA INC CLASS A (V) - 0.87% |
| #18 | RELIANCE INC (RS) - 0.60% | INTEL CORP (INTC) - 0.85% |
| #19 | TD SYNNEX CORP (SNX) - 0.60% | WALMART INC (WMT) - 0.82% |
| #20 | TTM TECHNOLOGIES INC (TTMI) - 0.59% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | FABRINET (FN) - 0.59% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | US FOODS HOLDING CORP (USFD) - 0.58% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | BURLINGTON STORES INC (BURL) - 0.58% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | RB GLOBAL INC (RBA) - 0.56% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | RBC BEARINGS INC (RBC) - 0.56% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 403 | 505 |
SPMD vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPMD
+2.68%
SPY
-1.37%
3M
Winner
SPMD
+12.53%
SPY
+12.22%
6M
Winner
SPMD
+12.54%
SPY
+7.20%
1Y
Winner
SPMD
+25.11%
SPY
+23.58%
5Y(CAGR)
SPMD
+8.69%
Winner
SPY
+13.19%
10Y(CAGR)
SPMD
+12.08%
Winner
SPY
+15.12%
Max(CAGR)
Winner
SPMD
+14.16%
SPY
+8.44%
SPMD vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPMD | SPY |
|---|---|---|
| 2026 | +13.10% | +7.95% |
| 2025 | +7.70% | +18.00% |
| 2024 | +14.26% | +25.59% |
| 2023 | +16.97% | +26.72% |
| 2022 | -13.41% | -18.64% |
| 2021 | +26.68% | +30.52% |
| 2020 | +13.36% | +17.28% |
| 2019 | +25.15% | +31.09% |
| 2018 | -11.76% | -5.24% |
| 2017 | +17.16% | +20.78% |
| 2016 | +26.10% | +13.59% |
| 2015 | +7.36% | +1.31% |
| 2014 | +21.75% | +14.56% |
| 2013 | +63.01% | +29.00% |
| 2012 | +21.68% | +14.17% |
| 2011 | +0.54% | +0.85% |
| 2010 | +26.76% | +13.14% |
| 2009 | +48.61% | +22.67% |
| 2008 | -35.67% | -36.25% |
| 2007 | +17.05% | +5.32% |
| 2006 | +17.91% | +13.85% |
| 2005 | +3.58% | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
SPMD vs SPY Drawdown Comparison
The maximum drawdown for SPMD was -53.30%, occurring on Mar 9, 2009. Recovery took 448 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SPMD drawdown is -1.14%. The current SPY drawdown is -3.18%.
| Rank | SPMD | SPY |
|---|---|---|
| #1 | -53.30% Jun 5, 2008 - Mar 17, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -41.85% Feb 20, 2020 - Nov 9, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -26.83% Jul 7, 2011 - Feb 16, 2012 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -24.31% Aug 29, 2018 - Dec 19, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -24.09% Nov 25, 2024 - Dec 10, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -23.70% Nov 16, 2021 - Feb 9, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -18.18% Jun 22, 2015 - Apr 20, 2016 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -16.96% Apr 23, 2010 - Oct 25, 2010 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -14.22% Dec 26, 2007 - Jun 5, 2008 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -12.50% Jul 17, 2007 - Dec 21, 2007 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -12.22% Mar 19, 2012 - Sep 7, 2012 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -11.52% May 8, 2006 - Nov 13, 2006 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -11.04% Jul 2, 2014 - Nov 21, 2014 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.37% Jan 26, 2018 - May 21, 2018 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.86% Feb 20, 2026 - Apr 17, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SPMD and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
SPMD vs SPY dividend yield comparison.
| Year | SPMD | SPY |
|---|---|---|
| 2026 | 0.60% | 0.50% |
| 2025 | 1.39% | 1.07% |
| 2024 | 1.42% | 1.21% |
| 2023 | 1.47% | 1.40% |
| 2022 | 1.64% | 1.65% |
| 2021 | 1.24% | 1.20% |
| 2020 | 1.30% | 1.52% |
| 2019 | 1.57% | 1.75% |
| 2018 | 1.85% | 2.04% |
| 2017 | 3.84% | 1.80% |
| 2016 | 6.39% | 2.03% |
| 2015 | 15.99% | 2.06% |
| 2014 | 17.14% | 1.87% |
| 2013 | 32.02% | 1.81% |
| 2012 | 7.45% | 2.18% |
| 2011 | 4.01% | 2.05% |
| 2010 | 3.40% | 1.80% |
| 2009 | 3.93% | 1.95% |
| 2008 | 7.03% | 3.02% |
| 2007 | 18.11% | 1.85% |
| 2006 | 8.20% | 1.73% |
| 2005 | 0.55% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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