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SMCO vs MDY
Hilton Small-Midcap Opportunity ETF vs State Street SPDR S&P MIDCAP 400 ETF Trust
Key differences
- MDY costs 0.32% less per year.
- MDY is significantly larger than SMCO — larger funds tend to be more liquid and less likely to close.
- SMCO follows a active selection strategy; MDY uses index tracking.
- MDY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMCO | MDY | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.23% |
| Fund size (AUM) | $129M | $26.0B |
| Since | 2023 | 1995 |
| Dividend yield | 0.91% | 1.07% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +23.8% | +25.4% |
| CAGR 3Y | N/A | +16.5% |
| CAGR 5Y | N/A | +8.0% |
| Sharpe 3Y | N/A | 0.74 |
| Volatility 1Y | 15.73% | 15.47% |
| Max drawdown | -22.71% | -42.22% |
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