Texas Pacific Land Trust

EMCOR Group

Illumina

Interactive Brokers

Carlisle Companies

Lennox International

Expand Energy Corp. - Ordinary Shares - New

Watsco

Williams-Sonoma

RPM International

SPDR S&P Midcap 400 ETF Trust

MDY tracks a market cap-weighted index of mid-cap US companies.

I reiterate a buy rating on the SPDR S&P MIDCAP 400 ETF Trust due to its attractive valuation and solid earnings growth prospects. US mid-caps trade at a P/E ratio of less than 16, offering a value case with a diversified portfolio and cyclical sector exposure. The MDY ETF may benefit from the Fed's rate-cutting campaign, a bullish seasonal backdrop, and a rising 200-day moving average.

MDY: The Valuation Case Holds Water For U.S. Mid-Caps

Launched on 05/04/1995, the SPDR S&P MidCap 400 ETF (MDY) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Blend segment of the US equity market.

Should SPDR S&P MidCap 400 ETF (MDY) Be on Your Investing Radar?

MDY underperformed S&P 500 in the past 3 years, but expected to outperform due to upcoming rate cuts and better earnings growth forecasts. MDY has higher volatility and underperformance due to past high-rate environment, but improving inflation data and rate cuts should benefit mid-cap stocks. MDY currently trades at an attractive valuation with a solid earnings growth outlook in 2025 and 2026, making it a buy with potential for outperformance.

MDY: Growth Will Outperform The S&P 500 Index

SPDR S&P MidCap 400 ETF Trust is an ETF that invests in 400 mid-sized US companies. MDY was one of the first ETFs in 1995 and has amassed $21.3 billion in assets under management. While mid-cap stocks have historically outperformed large-cap stocks, this trend has reversed in the past 5 years.

MDY: A Bet On The Return Of Mid-Caps

Mega-cap tech performance dominates headlines and markets this quarter. It makes it easy to overlook opportunities beyond the biggest names, but investors should ensure they aren't leaving out midcaps when constructing diversified equity portfolios.

VNMC Outperforms Within Midcaps

The valuation gap between large caps and mid-caps widened in January as large-caps stocks outperformed mid-sized equities. I see the SPDR S&P Mid-Cap ETF as a relative value compared to large caps, while the ETF's absolute valuation is likewise attractive. MDY is priced right with a diverse sector allocation.

MDY: 5 Turns Cheaper Than The SPX, Mid-Caps Eye New Highs

The Fed's decision to pause its tightening cycle has sparked a bullish sentiment in the equity markets. Speculative institutions have been investing heavily in equities, particularly in the tech and consumer discretionary sectors. The SPDR S&P MidCap 400 ETF offers exposure to mid-cap equities and has a balanced weighting that may provide upside potential without sharp drawdowns.

MDY: Balance Drawdowns Amid Fresh Risk Appetite For Equities

MDY is a well-established, well-diversified mid-cap blend ETF with $17.3 billion in assets under management and a 0.23% expense ratio. This article evaluates MDY against three S&P MidCap 400 alternatives. The goal is to identify whether MDY's plain-vanilla strategy is superior to ETFs using revenue, GARP, or multi-factor strategies and weighting schemes. I discovered some pros and cons to consider. MDY is reasonably low-risk, evidenced by its lower five-year beta and strong diversification. Shareholders would benefit from a secular change, as mid-caps have underperformed large-caps in the last 8-10 years.

MDY: Well-Diversified, Solid Mid-Cap ETF, But Quality Is Suspect

Agree Realty

Alexandria Real Estate Equities

Crown Castle International

Mid-America Apartment Communities

Medical Properties Trust

Realty Income Corp

SPDR Portfolio Small Cap ETF

SPDR S&P 500 ETF Trust

Vici Properties

Vanguard Real Estate ETF

Larger REITs have outperformed small- and mid-sized REITs in the last five years, thanks partially to their concentration in high-growth sectors. Modestly leveraged REITs can still grow their bottom-line profits even with rapidly rising interest expenses because revenue is growing as well. I highlight five high-quality, larger market cap REITs that are currently trading at reasonable (or better-than-reasonable) valuations. I'm buying for the long haul.

Bloodshed On REIT Street: 5 High-Quality Landlords I'm Buying For The Long Haul

Invesco S&P MidCap 400 Equal Weight ETF

The SPDR S&P MidCap 400 ETF invests based on the S&P MidCap 400 Index. The Invesco S&P MidCap 400 Equal Weight ETF invests based on the S&P MidCap 400 Equal Weight Index. The article compares MDY against EWMC in terms of allocations, risk factors and returns experienced by investors.

EWMC: Equal Weighting Gains Investors Little Compared To MDY

The SPDR S&P MIDCAP 400 ETF Trust (MDY) is a large ETF targeting the mid-cap blend sector, with over $20 billion in assets. MDY has been volatile and in a downtrend relative to the S&P 500 for over a decade, but its low expense ratio makes it a cost-effective choice. Mid-caps may be in a longer-term sweet spot with less idiosyncratic risk, but past recessions have resulted in significant declines in MDY's value.

MDY: A Time For Lowered Tech Exposure And Mid-Caps

iShares Core S&P Mid-Cap ETF

iShares Core S&P 500 ETF

iShares Russell Midcap ETF

Schwab U.S. Mid-Cap ETF

Vanguard Mid-Cap ETF

It's been an impressive 2023 for U.S. large-cap equities. The iShares Core S&P 500 ETF (IVV) had risen 19% as of July 24, with consumer discretionary and information technology stocks leading the way.

Chart of the Week: Mid-Cap ETFs in Focus

The S&P Midcap 400 ETF Trust offers exposure to mid-cap firms with growth potential, financial stability, and steady dividend income. Large-cap equities have outperformed mid-cap equities recently, but a long-term outlook suggests diversification with mid-cap firms is beneficial. The ETF has a low expense ratio of 0.23%, making it a cost-effective investment option for those seeking to diversify their portfolio.

MDY Poised To Outperform Large Caps Starting Now

JPMorgan Equity Premium Income ETF

iShares Exponential Technologies ETF

Technology stocks have been and continue to be market-leading names for good reason. But not every tech stock is worth owning.

3 ETFs That Can Supercharge Your Retirement Savings

MDY: Valuation Is Low And It Is Time To Accumulate.

MDY: Valuation Is Low And It Is Time To Accumulate

Dimensional US Small Cap ETF

Principal U.S. Small-Cap Multi-Factor Index ETF

Schwab U.S. Small-Cap ETF

These riskier funds pulled in more than $2 billion last month.

Small, Midcap Equity ETFs May Boost Portfolios

iShares Core S&P Small Cap ETF

SPDR S&P 600 Small Cap ETF

Vanguard S&P Small-Cap 600 ETF

A $1.8 billion fund will be merged into a $5.2 billion fund.

State Street to Merge Small Cap ETFs into $7B Behemoth

The SPDR S&P MidCap 400 ETF invests based on the S&P MidCap 400 Index. The SPDR S&P 500 ETF invests based on the S&P 500 Index.

MDY Vs. SPY: Skipping The Crowd Has Benefits

iShares MSCI China ETF

Invesco S&P 500 Pure Value ETF

Contrary to common belief, you don't have to trade individual stocks to outperform the overall stock market.

4 Index Funds I Predict Will Beat the Market in 2023

Invesco S&P SmallCap 600® Equal Weight

Invesco S&P 500 Equal Weight ETF

SPDR S&P 600 Small Cap Growth ETF

Equal-weight ETFs do a great job in managing single-security risk, thanks to their equal allocation in the entire spectrum of market-capitalization levels, regardless of size.

Equal-Weight ETFs Win Over Market-Cap Peers in 2022

Equal-weighted ETFs are outperforming their market-cap counterparts.

Equal-Weight ETFs Outperforming

263k jobs were created last month while the unemployment rate ticked up. Average hourly earnings remain well below the inflation rate.

Markets Steady Following A Warm October Jobs Report - MDY Continues To Outperform

Ameriprise Financial

ETRADE

iShares North American Tech-Software ETF

iShares PHLX Semiconductor ETF

Vanguard Large-Cap ETF

Financial Select Sector SPDR Fund

Technology Select Sector SPDR Fund

If you had a crystal ball that told you what the stock market is going to do, how would you use it? To pick investments, right?

How To Exploit Stock Market Rise In Midterm Election Years

Equal-weight ETFs limit the risk of a severe downfall in any particular security, providing a nice balance in the portfolio.

Equal-Weight ETFs Beating Market-Cap Peers This Year

iShares Russell Mid-Cap Value ETF

Investors who look to cash in on the strong fundamentals but seem unnerved about the prevalent uncertainties should bank on the mid-cap ETFs.

News for SPDR S&P Midcap 400 ETF Trust ETF (MDY)