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SMCO vs MDYG

Hilton Small-Midcap Opportunity ETF vs State Street SPDR S&P 400 Mid Cap Growth ETF

SMCO

Hilton Small-Midcap Opportunity ETF

Annual cost

0.55%

Fund size

$129M

MDYG

State Street SPDR S&P 400 Mid Cap Growth ETF

Annual cost

0.15%

Fund size

$2.7B

Key differences

  • MDYG costs 0.40% less per year.
  • MDYG is significantly larger than SMCO — larger funds tend to be more liquid and less likely to close.
  • SMCO follows a active selection strategy; MDYG uses index tracking.
  • MDYG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMCOMDYG
Annual cost (TER)0.55%0.15%
Fund size (AUM)$129M$2.7B
Since20232005
Dividend yield0.91%0.65%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+23.8%+30.4%
CAGR 3YN/A+18.6%
CAGR 5YN/A+8.6%
Sharpe 3YN/A0.82
Volatility 1Y15.73%17.04%
Max drawdown-22.71%-39.27%

Similar to SMCO and MDYG