MDEV First Trust Indxx Medical Devices ETF
Holds 50 stocks in therapeutics and medical devices, 46% of its weight in S&P 500 companies
MDEV holds 50 stocks, and 54% of its weight is outside the S&P 500.
Key facts
ETFIQ Off-Index Score
50.7joint 171st of 349
MDEV shares 23 of its 50 holdings with the S&P 500. Only 2.0% of its weight overlaps the index.
How much of it is not the index it is sold as an alternative to?
That is the share of the 349 thematic ETFs with a holdings filing sitting at or below MDEV. A position in this set, not a rating: it moves when the set moves, and it is not a figure to average against another desk's.
4th of 5 therapeutics and medical devices ETFs by least weight in the S&P 500
Period by period
| Window | Total return | S&P 500 | Gap to S&P 500 | Gap to Nasdaq-100 |
|---|---|---|---|---|
| 3 months | +6.5% | +3.3% | +3.2 pts | +7.3 pts |
| 6 months | +6.4% | +16.0% | −9.6 pts | −14.3 pts |
| 1 year | −3.1% | +17.5% | −20.6 pts | −26.0 pts |
| 3 years | +6.2% | +77.9% | −71.7 pts | −88.9 pts |
| Since launch | −20.6% | +93.5% | −114.2 pts | −132.4 pts |
In plain words
The top ten holdings are 26% of the fund across 50 positions, as published by its issuer for Sep 10, 2026. Over the year to Sep 11, 2026 the fund returned −3.1% with distributions reinvested against +17.5% for the S&P 500, so a holder was behind by 20.6 pts. It sits 28.5% below its all-time high of Sep 7, 2021.
| Theme (ETFIQ, editorial) | Therapeutics and medical devices |
|---|---|
| Launched | Jun 23, 2021 |
| Already in the S&P 500, by weight (ETFIQ) | 46.4% |
| Active share vs the S&P 500 (ETFIQ) | 98.0% |
| Already in the Nasdaq-100, by weight (ETFIQ) | 5.8% |
| Active share vs the Nasdaq-100 (ETFIQ) | 99.1% |
| Top ten holdings weight | 26.3% |
| Holdings | 50 |
| Holdings as of (the issuer’s daily file) | Sep 10, 2026 |
| Top holdings | WuXi AppTec Co., Ltd. (Class H) 2.9%, Demant A/S 2.8%, Baxter International Inc. 2.7%, Revvity, Inc. 2.6%, West Pharmaceutical Services, Inc. 2.6%, Sysmex Corporation 2.6%, Bio-Rad Laboratories, Inc. (Class A) 2.6%, DexCom, Inc. 2.6%, Merit Medical Systems, Inc. 2.5%, Olympus Corporation 2.5% |
| Net assets (SEC filing, whole fund, as filed for Jun 30, 2026) | $2m |
| Below its all-time high (ETFIQ) | −28.5% |
| Expense ratio (485BPOS XBRL, Jul 29, 2026) | 0.70% |
| Fee for the part that differs from the S&P 500, active expense ratio (ETFIQ) | 0.71% |
| Closest funds by holdings overlap | IHI 31%, HTEC 30%, AGNG 19%, GDOC 18%, LGHT 17% |
Holdings from the file the issuer publishes daily; overlap and active share computed by ETFIQ against the IVV and QQQM books; returns from Tiingo end-of-day prices with distributions reinvested. How these figures are computed
Questions people ask
- How much of MDEV is in S&P 500 companies?
- By its holdings published by its issuer for Sep 10, 2026, 46% of MDEV by weight is stocks the S&P 500 already holds. Its active share against the index is 98%, so that share is the part doing something different.
- What does MDEV hold?
- 50 positions as published by its issuer for Sep 10, 2026, with the top ten at 26% of the fund. The largest are WuXi AppTec Co., Ltd. (Class H) at 2.9%, Demant A/S at 2.8%, Baxter International Inc. at 2.7%.
- Has MDEV beaten the S&P 500?
- Over the year to Sep 11, 2026 MDEV returned −3.1% with distributions reinvested, against +17.5% for the S&P 500, so it finished behind the index by 20.6 points.
- What does MDEV cost?
- The prospectus expense ratio is 0.70% a year. Because 98% of the fund differs from the S&P 500, the fee on that differing part works out at 0.71%.
The words on this page
- Active share
- The part of the fund doing something the index is not, as a percentage. It is the part a fee is actually buying.
- Weight overlap
- The share of money two portfolios hold in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice.
- Already in the index
- The fund’s weight in securities the S&P 500 holds at all. A fund can be made entirely of index names and still have high active share, because it holds them at very different weights.
- Top ten
- What the ten largest positions add up to. The higher it is, the more the fund is a bet on a few companies rather than a theme.
Every term used here, defined in full on the thematic ETFs vocabulary page.
Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
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Cite this page. ETFIQ, MDEV, thematic ETFs, data as of Sep 11, 2026. https://etfiq.com/funds/MDEV Free to use with attribution; the underlying files are at Open data.