- Chart
- Upturn Summary
- Highlights
- About
SPDR® S&P 400 Mid Cap Value ETF (MDYV)

- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
12/05/2025: MDYV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 4.99% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta 1.13 | 52 Weeks Range 65.51 - 86.54 | Updated Date 06/29/2025 |
52 Weeks Range 65.51 - 86.54 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® S&P 400 Mid Cap Value ETF
ETF Overview
Overview
The SPDRu00ae S&P 400 Mid Cap Value ETF (MDYV) seeks to track the performance of the S&P MidCap 400 Value Index. This index comprises mid-capitalization U.S. equities that exhibit value characteristics. The ETF's investment strategy is to provide exposure to a diversified basket of stocks identified as undervalued by the index provider.
Reputation and Reliability
State Street Global Advisors (SSGA) is a leading global asset manager with a long-standing reputation for reliability and expertise in managing passive investment vehicles, including ETFs.
Management Expertise
SSGA's management team possesses extensive experience in index tracking and portfolio construction, ensuring adherence to the methodology of the underlying S&P MidCap 400 Value Index.
Investment Objective
Goal
To provide investors with a cost-effective way to gain exposure to mid-capitalization U.S. stocks that are considered to be trading at a discount to their intrinsic value.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment strategy, aiming to replicate the performance of the S&P MidCap 400 Value Index.
Composition The ETF primarily holds U.S. mid-cap stocks that meet specific value criteria defined by the index methodology. These criteria typically include metrics like price-to-earnings ratio, price-to-book ratio, and dividend yield.
Market Position
Market Share: Market share data for specific ETF segments can fluctuate. However, MDYV is a significant player within the mid-cap value ETF space.
Total Net Assets (AUM): 11400000000
Competitors
Key Competitors
- iShares Russell Mid-Cap Value ETF (IWS)
- Vanguard Mid-Cap Value ETF (VOE)
- Schwab U.S. Mid-Cap Value ETF (SCHV)
Competitive Landscape
The mid-cap value ETF landscape is competitive, with several established providers offering similar products. MDYV benefits from the broad recognition of the S&P indices and SSGA's extensive distribution network. However, competitors like Vanguard and iShares often compete on lower expense ratios, which can be a significant factor for passive investors. MDYV's advantage lies in its direct tracking of the S&P MidCap 400 Value Index, which is a well-established benchmark.
Financial Performance
Historical Performance: [object Object],[object Object],[object Object],[object Object]
Benchmark Comparison: The SPDRu00ae S&P 400 Mid Cap Value ETF consistently aims to track the S&P MidCap 400 Value Index. Its performance is expected to closely mirror that of the benchmark, with minor deviations due to tracking error and expenses.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The ETF typically exhibits robust average daily trading volume, indicating good liquidity for investors.
Bid-Ask Spread
The bid-ask spread for MDYV is generally tight, reflecting efficient market pricing and low transaction costs for most investors.
Market Dynamics
Market Environment Factors
MDYV is influenced by macroeconomic factors such as interest rate changes, inflation, and overall economic growth, which impact the performance of mid-cap value stocks. Sector performance within the mid-cap universe also plays a crucial role.
Growth Trajectory
The ETF's growth trajectory is tied to the performance of its underlying index and investor demand for mid-cap value exposure. Any shifts in the S&P MidCap 400 Value Index's methodology or significant changes in the mid-cap equity market could affect its holdings and strategy.
Moat and Competitive Advantages
Competitive Edge
MDYV's competitive edge stems from its precise tracking of the well-regarded S&P MidCap 400 Value Index, offering investors a transparent and accessible way to invest in a specific market segment. Its affiliation with State Street Global Advisors provides brand recognition and trust. The ETF's diversified holdings within the mid-cap value space also offer a degree of risk mitigation compared to single-stock investments.
Risk Analysis
Volatility
The ETF exhibits moderate historical volatility, typical of mid-capitalization equity funds. Its volatility is influenced by broader market swings and the specific performance of its constituent companies.
Market Risk
Key risks include market risk, as the ETF is exposed to fluctuations in the overall stock market, and sector-specific risks, as certain industries may underperform. Additionally, the value investing style can sometimes lag growth-oriented strategies during certain market cycles.
Investor Profile
Ideal Investor Profile
The ideal investor for MDYV is one seeking exposure to mid-capitalization U.S. companies with value characteristics, who believes these companies are currently undervalued and poised for future growth. Investors should have a moderate risk tolerance.
Market Risk
MDYV is best suited for long-term investors who are looking for a passive, diversified approach to investing in the mid-cap value segment of the U.S. equity market. It is less ideal for active traders seeking short-term gains.
Summary
The SPDRu00ae S&P 400 Mid Cap Value ETF (MDYV) offers investors a cost-effective way to access undervalued mid-capitalization U.S. equities through passive index tracking. Issued by the reputable State Street Global Advisors, it aims to replicate the S&P MidCap 400 Value Index. While facing competition, its strong benchmark tracking and established brand provide a solid foundation. Investors with a moderate risk tolerance and a long-term perspective focused on value investing would find MDYV suitable.
Similar ETFs
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (Issuer Website)
- S&P Dow Jones Indices (Index Provider)
- Financial data aggregators (e.g., Morningstar, ETF.com)
Disclaimers:
This information is for informational purposes only and should not be considered investment advice. ETF performance can vary, and past performance is not indicative of future results. Investors should consult with a financial advisor before making investment decisions.
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 Value 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 value segment of the U.S. equity market. It may purchase a subset of the securities in the index in an effort to hold a portfolio of securities with generally the same risk and return characteristics of the index.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
Home 

