Which returned more over the last year, MDY or SMMD?

In the year to Nov 4, 2026, with distributions reinvested, MDY returned +17.1% and SMMD +22.4%.

Which is cheaper, MDY or SMMD?

SMMD is cheaper, by 0.08 percentage points a year. That is about $8 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do MDY and SMMD overlap with the S&P 500?

By their latest filed holdings, 0% of MDY and 10% of SMMD by weight is stocks the S&P 500 already holds.

Data as of Nov 4, 2026.

Across categories

MDY vs SMMD: Differences, Returns & Fees

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Over the year to Nov 4, 2026, MDY returned +17.1% to SMMD's +22.4%; 37% of their weight is in the same names.

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Net assets on Nov 3, 2026: $26.2bn for SPDR S&P MidCap 400 ETF Trust and $4.2bn for iShares Russell 2500 ETF.

MDY on its own →SMMD on its own →

At a glance

+17.1%

MDY total return, 1 year

+22.4%

SMMD total return, 1 year

0.23%

MDY expense ratio

0.15%

SMMD expense ratio

Pair scorecard

SMMD costs 0.08 points a year less; their one-year returns differ by 5.3 points; MDY is 6.3 times larger.

MDY vs SMMD: Differences, Returns & Fees
Measure	MDY	SMMD
Return
Measure	MDY	SMMD
Total return, 1 year	+17.1%	+22.4%
Drawdown
Measure	MDY	SMMD
Below its high	4.9%, high on Aug 14, 2026	5.3%, high on Aug 14, 2026
Benchmark
Measure	MDY	SMMD
What it tracks	S&P MidCap 400 Index	Russell 2500 Index
Cost and size
Measure	MDY	SMMD
Expense ratio	0.23%	0.15%
Net assets	$26.6bn	$4.2bn
Holdings
Measure	MDY	SMMD
Holdings in common	37%
Top ten holdings, share of the fund	7.1%	43.4%

Method

What they share

37%

By the books each fund has filed, MDY and SMMD hold 37% of their money in the same securities at the same weight. Holdings dated Nov 3, 2026.

50%

0 half 100%

half

37% in common

Positions both hold · largest shared weight first MDY SMMD

ATI Inc 0.70% 0.34%

Reliance Inc. 0.65% 0.31%

US Foods Holding Corp. 0.63% 0.31%

Tenet Healthcare Corporation 0.62% 0.30%

Roku Inc. Class A 0.61% 0.29%

nVent Electric plc 0.60% 0.29%

Woodward Inc. 0.56% 0.28%

Royal Gold Inc. 0.56% 0.27%

Permian Resources Corporation Class A 0.58% 0.26%

Roivant Sciences Ltd. 0.56% 0.26%

APi Group Corporation 0.51% 0.25%

East West Bancorp Inc. 0.52% 0.25%

Only in one fund ↓

Only in MDY

Okta Inc. Class A 0.90%

TechnipFMC plc 0.75%

U.S. Dollar 0.75%

United Therapeutics Corporation 0.74%

Entegris Inc. 0.67%

XPO Inc. 0.64%

Curtiss-Wright Corporation 0.53%

RB Global Inc. 0.49%

Only in SMMD

ISHARES RUSSELL 2000 ETF 40.62%

GUARDANT HEALTH 0.31%

PACKAGING CORP OF AMERICA 0.31%

VIATRIS 0.31%

NISOURCE 0.30%

SOFI TECHNOLOGIES 0.30%

AFFIRM HOLDINGS CLASS A 0.28%

SKYWORKS SOLUTIONS 0.27%

Check overlap with more funds →

Side by side

MDY SPDR S&P MidCap 400 ETF Trust SMMD iShares Russell 2500 ETF

Where it sits Stock ETF Stock ETF

Issuer State Street iShares

What it is Tracks the S&P MidCap 400 Tracks an index

Total return, 1 year +17.1% +22.4%

Its benchmark over the same days +17.4% (IJH) +14.8% (IWV)

Gap to its benchmark −0.3 pts vs IJH +7.6 pts vs IWV

Expense ratio 0.23% 0.15%

Already in the S&P 500 0.0% 10.3%

Holdings 401 516

Net assets, as of Nov 3, 2026 $26.2bn $4.2bn

MDY and SMMD on the fields both publish, as of Nov 4, 2026. Source: ETFIQ.

Client brief:

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About each fund

MDY

MDY tracks the S&P MidCap 400. Over the year to Nov 4, 2026 it returned +17.1% with distributions reinvested, against +17.4% for its benchmark, the S&P MidCap 400 Index. The prospectus expense ratio is 0.23% a year. By its holdings published by its issuer for Nov 3, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 401 positions, with the top ten at 7.1%. It sat 4.9% below its high of Aug 14, 2026 on Nov 4, 2026.

SMMD

Over the year to Nov 4, 2026 it returned +22.4% with distributions reinvested, against +14.8% for its benchmark, the Russell 3000 Index.

SMMD tracks an index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Nov 3, 2026, 10% of the fund by weight is stocks the S&P 500 also holds, across 516 positions, with the top ten at 43.4%. It sat 5.3% below its high of Aug 14, 2026 on Nov 4, 2026.

Questions people ask

Which returned more over the last year, MDY or SMMD?: In the year to Nov 4, 2026, with distributions reinvested, MDY returned +17.1% and SMMD +22.4%.
Which is cheaper, MDY or SMMD?: SMMD is cheaper, by 0.08 percentage points a year. That is about $8 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do MDY and SMMD overlap with the S&P 500?: By their latest filed holdings, 0% of MDY and 10% of SMMD by weight is stocks the S&P 500 already holds.

Other comparisons

FV vs MDY CGMM vs MDY MDY vs TMSL MDY vs XMHQ SMMD vs VXF SMMD vs SPMD SCHM vs SMMD SMMD vs SPTM

Where to next

MDY on its own →SMMD on its own →Hold both: look the portfolio through →Rankings →MDY dividend history →MDY holdings →SMMD dividend history →SMMD holdings →Standards and sources →

Sources and dates

MDY filings on SEC EDGAR ↗

State Street website ↗

SMMD filings on SEC EDGAR ↗

SMMD prospectus with the expense ratio (SEC) ↗

iShares page for SMMD ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, MDY against SMMD, data as of Nov 4, 2026. https://etfiq.com/compare/any/mdy-vs-smmd

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.