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Upturn AI SWOT - About
SPDR® S&P 400 Mid Cap Growth ETF (MDYG)
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Upturn Advisory Summary
10/10/2025: MDYG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 20.71% | Avg. Invested days 72 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.15 | 52 Weeks Range 68.44 - 94.88 | Updated Date 06/29/2025 |
52 Weeks Range 68.44 - 94.88 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® S&P 400 Mid Cap Growth ETF
ETF Overview
Overview
The SPDRu00ae S&P 400 Mid Cap Growth ETF (MDYG) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P MidCap 400 Growth Index. It focuses on mid-capitalization U.S. companies exhibiting growth characteristics.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF issuer with a long track record.
Management Expertise
SSGA has significant experience in managing ETFs and tracking various market indexes.
Investment Objective
Goal
To closely track the total return performance of the S&P MidCap 400 Growth Index.
Investment Approach and Strategy
Strategy: Tracks a specific index, the S&P MidCap 400 Growth Index.
Composition Primarily holds stocks of mid-capitalization U.S. companies with growth characteristics.
Market Position
Market Share: MDYG's market share within the mid-cap growth ETF segment is significant, although fragmented among several competitors.
Total Net Assets (AUM): 1680000000
Competitors
Key Competitors
- iShares Russell Mid-Cap Growth ETF (IWP)
- Vanguard Mid-Cap Growth ETF (VOT)
- Schwab US Mid-Cap Growth ETF (SMOG)
Competitive Landscape
The mid-cap growth ETF market is competitive. MDYG's advantage lies in tracking the S&P MidCap 400 Growth Index, while competitors track different indices. Disadvantages could include a higher expense ratio than some competitors.
Financial Performance
Historical Performance: Historical performance data (annualized returns): 1 Year: 30.2%, 3 Year: 12.5%, 5 Year: 14.8%, 10 Year: 13.2%
Benchmark Comparison: The ETF's performance generally mirrors the S&P MidCap 400 Growth Index, with minor deviations due to fees and expenses.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The ETF exhibits a healthy average trading volume, facilitating easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, and sector-specific trends influence the performance of mid-cap growth stocks and, consequently, MDYG.
Growth Trajectory
The ETF's growth trajectory is tied to the overall performance of mid-cap growth stocks, with potential for significant gains during economic expansions and potential pullbacks during recessions.
Moat and Competitive Advantages
Competitive Edge
MDYG's competitive advantage stems from its tracking of the widely recognized S&P MidCap 400 Growth Index, offering investors exposure to a specific segment of the market. SSGA's established reputation adds to its appeal. While the ETF's expense ratio is competitive, other funds offer slightly lower expense ratios. The ETF provides a liquid and diversified investment option for mid-cap growth exposure.
Risk Analysis
Volatility
Mid-cap stocks can exhibit higher volatility than large-cap stocks, leading to fluctuations in the ETF's value.
Market Risk
The ETF is subject to market risk, including economic downturns and sector-specific risks affecting the underlying companies.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to mid-cap growth stocks and who believe in the long-term growth potential of this market segment.
Market Risk
Best suited for long-term investors and those seeking growth potential with a moderate risk tolerance.
Summary
SPDRu00ae S&P 400 Mid Cap Growth ETF (MDYG) offers exposure to mid-sized US companies with growth characteristics by tracking the S&P MidCap 400 Growth Index. It is managed by State Street Global Advisors, a reputable ETF issuer. While its expense ratio is competitive, its trading volume suggests high liquidity. MDYG is best suited for long-term investors seeking capital appreciation but should consider the risks associated with mid-cap stocks. The ETF could underperform if the mid-cap growth segment experiences a downturn.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR® S&P 400 Mid Cap Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the mid-capitalization growth segment of the U.S. equity market.
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