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MDY

SPDR S&P MidCap 400 ETF Trust

Tracks the S&P MidCap 400 Index, providing exposure to 400 mid-sized US companies. Historically one of the best-performing market segments over long periods. SPDR's answer to iShares IJH.

TER
0.23%
AUM
$22B
CAGR
11.1%
Volatility
18.0%
Max Drawdown
-49.7%
Data Range
1995-05 → 2026-04

Performance Analysis

Maximum Drawdown History

How far the ETF has fallen from its all-time high at each point. Deeper = more painful.

Current DD0.0%
Worst DD-49.7%
Worst date2009-02

Rolling Returns

Annualized returns over rolling windows. Shows the range of outcomes depending on when you invested.

Avg return10.6%
Best30.9%
Worst-15.5%
% positive90%
336 periods

Key Facts

ISIN
US78467Y1073
Issuer
State Street
Benchmark
S&P MidCap 400 Index
Total Expense Ratio (TER)
0.23%
Assets Under Management
$22B approx.
Inception Date
1995-05-04
Domicile
United States
Legal Structure
Unit Investment Trust
Dividend Policy
Distributing (pays dividends)
Replication Method
Physical (Full Replication)
UCITS Status
✗ Not UCITS
Fund Currency
USD
Primary Exchange
NYSE Arca
Number of Holdings
~400

Top 10 Holdings

Top 10 represent 5.2% of the fund.

1
WSOWatsco Inc.
0.65%
2
TXRHTexas Roadhouse Inc.
0.60%
3
RSReliance Inc.
0.58%
4
RPMRPM International
0.55%
5
WSMWilliams-Sonoma Inc.
0.53%
6
TOSTToast Inc.
0.50%
7
FNFFidelity National Financial
0.48%
8
BURLBurlington Stores
0.46%
9
RNRRenaissanceRe Holdings
0.45%
10
OCOwens Corning
0.43%

Sector Breakdown

Industrials
21%
Financials
17%
Consumer Discretionary
14%
Technology
12%
Healthcare
10%
Materials
6%
Energy
5%
Real Estate
6%

Source: Official issuer data · Last updated: 2026-04-17

Backtest this ETFOfficial Fund Page

Who Is This ETF For?

✓General portfolio building block for the asset class it covers.

Key Risks to Consider

• Market risk: equity values can drop 30-50% in severe bear markets.

• Non-UCITS: may have unfavorable tax treatment for non-US investors (US estate tax, withholding tax).

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Data & Methodology

Metadata sourced from official issuer documentation. Price data from Yahoo Finance (monthly adjusted close, includes reinvested dividends and splits). AUM figures are approximate and updated quarterly.

Data source: Yahoo Finance (adjusted close), State Street (metadata)Last verified: 2026-04-17