MDY - ETF AI Analysis
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SPDR S&P Midcap 400 ETF Trust (MDY)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating solid momentum in mid-cap stocks.
Leading Holdings Performing Well
Most of the top holdings have delivered strong year-to-date gains, helping drive the fund’s overall returns.
Broad Sector Diversification
The fund spreads its investments across many sectors, with meaningful exposure to industrials, technology, financials, and consumer-related companies, which helps reduce reliance on any single industry.
Negative Factors
Heavy U.S. Concentration
With almost all assets in U.S. companies, the ETF offers very limited international diversification and is highly tied to the U.S. economy.
Mid-Cap Volatility Risk
Because it focuses on mid-sized companies, the fund may experience larger price swings than funds that hold more large, established companies.
Moderate Expense Ratio
The fund’s expense ratio is not especially low for a broad index ETF, which slightly reduces the net return investors keep over time.
MDY vs. SPDR S&P 500 ETF (SPY)
AUM26.04B
RegionNorth America
Expense Ratio0.24%
Beta0.92
IssuerSPDR
Inception DateMay 04, 1995
Dividend Yield1.07%
Asset ClassEquity
Index TrackedS&P Mid Cap 400
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume612,131
30 Day Avg. Volume1,155,063
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
757.85Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering400
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
MDY Summary
MDY is an ETF that follows the S&P MidCap 400 Index, which is made up of 400 medium‑sized U.S. companies across many industries like industrials, technology, and financials. It holds firms such as Flex and TechnipFMC, giving you a broad mix instead of betting on a single stock. Investors might consider MDY if they want a balance between the growth potential of smaller companies and the relative stability of larger ones, while also gaining diversification in one simple fund. A key risk is that mid-cap stocks can still be volatile and the ETF’s value can go up and down with the overall stock market.
How much will it cost me?The SPDR S&P Midcap 400 ETF Trust (MDY) has an expense ratio of 0.24%, meaning you’ll pay $2.40 per year for every $1,000 invested. This is slightly higher than average for ETFs because it tracks a mid-cap index, which may require more active management compared to broad large-cap indexes. However, it’s still considered affordable for the diversification and growth potential it offers.
What would affect this ETF?The SPDR S&P Midcap 400 ETF Trust (MDY) could benefit from economic growth in the U.S., as mid-cap companies often thrive during periods of expansion and innovation, particularly in sectors like Industrials and Technology, which have significant weight in the fund. However, rising interest rates or economic slowdowns could negatively impact mid-cap stocks, especially in sectors like Financials and Consumer Cyclical, which are sensitive to borrowing costs and consumer spending. Regulatory changes or geopolitical tensions could also influence the performance of specific industries within the ETF.
MDY Top 10 Holdings
MDY’s story is all about broad U.S. mid-cap strength, with a tilt toward industrials and tech doing the heavy lifting. Rising names like XPO, MasTec, and Entegris are giving the fund a solid push, helped by steady performers such as Curtiss-Wright and United Therapeutics. Flex and Fabrinet have also been climbing, adding extra fuel from the tech side. There aren’t any single-stock giants steering the ship, but the cluster of upbeat industrial and technology names is clearly setting the tone for this U.S.-only mid-cap portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Flex | 0.96% | $250.89M | $33.61B | 156.71% | 74 Outperform | |
| TechnipFMC | 0.88% | $230.19M | $29.91B | 161.56% | 80 Outperform | |
| Curtiss-Wright | 0.77% | $200.30M | $26.48B | 111.86% | 74 Outperform | |
| XPO | 0.75% | $195.23M | $26.26B | 125.57% | 70 Outperform | |
| Fabrinet | 0.71% | $185.84M | $25.80B | 237.27% | 78 Outperform | |
| United Therapeutics | 0.71% | $184.93M | $24.86B | 90.88% | 79 Outperform | |
| Entegris | 0.69% | $180.13M | $23.75B | 95.92% | 66 Neutral | |
| MasTec | 0.69% | $179.30M | $29.65B | 205.85% | 74 Outperform | |
| Everpure | 0.67% | $175.76M | $23.60B | 63.00% | 64 Neutral | |
| nVent Electric | 0.66% | $173.22M | $22.99B | 159.73% | 76 Outperform |
MDY Technical Analysis
Positive
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Price Trends
637.96
Positive
632.46
Positive
609.63
Positive
Market Momentum
8.72
Positive
62.01
Neutral
40.23
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MDY, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 654.33, equal to the 50-day MA of 637.96, and equal to the 200-day MA of 609.63, indicating a bullish trend. The MACD of 8.72 indicates Positive momentum. The RSI at 62.01 is Neutral, neither overbought nor oversold. The STOCH value of 40.23 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for MDY.
MDY Peer Comparison
Comparison Results
Performance Comparison
MDY
SPDR S&P Midcap 400 ETF Trust
664.35
135.77
25.69%
IJH
iShares Core S&P Mid-Cap ETF
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―
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VO
Vanguard Mid-Cap ETF
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―
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IWR
iShares Russell Midcap ETF
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―
―
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
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―
―
IVOO
Vanguard S&P Mid-Cap 400 ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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