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MDYVState Street SPDR S&P 400 Mid Cap Value ETF

Grow my money#202 of 2944 for Grow my money

Seeks to provide investment results that correspond generally to the total return performance of an index tracking medium capitalization U.S. equity securities exhibiting value characteristics.

State Street Investment Management · Since 2005 (20 years)

Annual Cost

0.15%

#583 out of 5,332 ETFs

Fund Size

$2.4B

#584 out of 5,332 ETFs

Dividend Yield

1.87%

Track Record

20 years

#267 out of 5,332 ETFs

Performance

1 Year

+26.3%

3 Years

+14.9%

5 Years

+7.7%

What's inside

Asset class
Strategy
index tracking
Cap
mid

Asset allocation

Stocks
99.8%
Cash
0.2%

Sector breakdown

Financial Services
21.7%
Industrials
18.4%
Consumer Cyclical
13.6%
Real Estate
9.6%
Technology
8.6%
Energy
7.8%
Basic Materials
6.0%
Consumer Defensive
5.8%
Other
8.6%

Top holdings

US Foods Holding CorpUSFD1.3%
Alcoa CorpAA1.1%
Ovintiv IncOVV1.1%
Reliance IncRS1.0%
Permian Resources Corp Class APR1.0%
Annaly Capital Management IncNLY1.0%
Jones Lang LaSalle IncJLL0.9%
Performance Food Group CoPFGC0.9%
Reinsurance Group of America IncRGA0.9%
WESCO International IncWCC0.8%

Risk profile

Volatility (1Y)

15.9%

Moderate

Max drawdown

-45.9%

Worst peak-to-trough loss

Sharpe (3Y)

0.66

Decent risk-adjusted returns

Sortino (3Y)

0.99

Moderate downside risk

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Data updated on 2026-05-05