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Intech S&P Small-Mid Cap Diversified Alpha ETF
SMDX performance and flow charts
Performance
Flows
Historic performance and flows
Data as of September 10, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -4.62% | +0.78% | +13.87% | +16.21% | ||
| Flows | - | - | +$18K | +$13M | - | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | Intech Investment Management |
| N° of holdings | 0 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | February 27, 2025 |
| ESG | No |
More data and info about SMDX on Trackinsight
Exposure
Data as of January 1, 1970Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +13.34% | +15.72% | ||
Max drawdown | -6.25% | -8.63% | ||
Max drawdown duration | 25d | 60d | N/A | N/A |
Time to recover | N/A | 12d | N/A | N/A |
What type of ETF is SMDX?
SMDX is a Active ETF that provides exposure to Equity assets. It is managed by Intech Investment Management.
What does SMDX invest in?
This ETF provides exposure to Other Mid and Small-Cap US Equities. It is part of the segment: US Multi-Factor.
What is the expense ratio of SMDX?
The total expense ratio (TER) of SMDX is 0.35%, representing the annual fee charged by the fund manager.
When was SMDX launched?
SMDX was launched on February 27, 2025, marking its entry into the ETF market.
Who is the issuer of SMDX?
SMDX is issued by Intech Investment Management.
What is the AUM of SMDX?
As of September 10, 2026, SMDX manages $127.32 M, reflecting the total assets held in the fund.
How has SMDX performed recently?
As of September 10, 2026, SMDX delivered a return of -4.62% over the past month (1M performance), 0.78% over the past three months (3M), and 13.87% year-to-date (YTD).
Does SMDX pay dividends?
As of September 10, 2026, SMDX has a trailing 12-month distribution yield of 0.53%.
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