MDYvsSDVYETF Comparison
First Trust SMID Cap Rising Dividend Achievers ETF
State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) belongs to the US Mid Cap segment. First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is part of the US High Dividend segment. MDY's top 3 sector exposures are Industrials, Information Technology and Financials. In contrast, SDVY's top sector exposures are Financials, Industrials and Consumer Discretionary. MDY is less expensive with a Total Expense Ratio (TER) of 0.23%, versus 0.59% for SDVY. MDY is up 10.24% year-to-date (YTD) with -$549M in YTD flows. SDVY performs better with 10.77% YTD performance, and +$452M in YTD flows. Run a side-by-side ETF comparison of MDY and SDVY below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
MDY vs SDVY performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MDY SDVY | +8.22%+7.73% | +3.47%+5.02% | +10.24%+10.77% | +33.55%+34.16% | +50.86%+68.64% | +43.40%+55.93% |
| Flows | MDY SDVY | +$17M+$120M | -$186M+$342M | -$549M+$452M | -$1.13B+$1.01B | -$931M+$7.63B | -$2.08B+$8.73B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MDY SDVY | +17.97%+16.70% | +15.96%+16.03% | +18.00%+19.67% | +19.86%+21.07% |
| Max drawdown | MDY SDVY | -8.78%-9.22% | -8.78%-9.22% | -23.91%-26.11% | -23.91%-26.11% |
| Max drawdown duration | MDY SDVY | 53d60d | 53d60d | 379d406d | 379d406d |
MDY | SDVY | |
Last sale 4/24/2026 at 1:30 PM | $664.47 | $42.20 |
| Previous close 04/23/2026 | $663.01 | $42.34 |
| Consolidated volume 04/23/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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MDY | SDVY | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
MDY | SDVY | |
|---|---|---|
| Last price | $664.47 | $42.20 |
| 1D performance | +0.22% | -0.33% |
| AuM | $26.01 B | $10.92 B |
| E/R | 0.23% | 0.59% |
MDY | SDVY | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | State Street Investment Management | First Trust |
| Benchmark | S&P MidCap 400 Index | Nasdaq US SMID Cap Rising Dividend Achievers Index |
| N° of holdings | 381 | 160 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 4, 1995 | November 1, 2017 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
