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SMIZ vs MDY
Zacks Small/Mid Cap ETF vs State Street SPDR S&P MIDCAP 400 ETF Trust
Key differences
Both SMIZ and MDY are equity ETFs. SMIZ charges 0.55% a year and MDY 0.23%. The main difference: SMIZ follows a active selection strategy; MDY uses index tracking.
- SMIZ follows a active selection strategy; MDY uses index tracking.
- MDY costs 0.32% less per year.
- MDY is much larger than SMIZ. Larger funds are usually more liquid and less likely to close.
- MDY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMIZ | MDY | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.23% |
| Fund size (AUM) | $258M | $26.4B |
| Since | 2023 | 1995 |
| Dividend yield | 0.54% | 1.05% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +29.0% | +23.3% |
| CAGR 3Y | N/A | +16.7% |
| CAGR 5Y | N/A | +7.5% |
| Sharpe 3Y | N/A | 0.75 |
| Volatility 1Y | 17.00% | 15.57% |
| Max drawdown | -25.04% | -42.22% |
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