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Upturn AI SWOT - About
SPDR® S&P 400 Mid Cap Value ETF (MDYV)
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Upturn Advisory Summary
09/16/2025: MDYV (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 6.69% | Avg. Invested days 62 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/16/2025 |
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 provide investment results that, before fees and expenses, correspond generally to the S&P 400u00ae Mid-Cap Value Index. It focuses on mid-capitalization U.S. stocks exhibiting value characteristics.
Reputation and Reliability
State Street Global Advisors (SSGA) is a reputable and reliable issuer with a long track record in the ETF market.
Management Expertise
SSGA has a team of experienced professionals managing its ETFs, demonstrating expertise in index tracking and value investing.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the S&P 400u00ae Mid-Cap Value Index.
Investment Approach and Strategy
Strategy: The ETF tracks the S&P 400u00ae Mid-Cap Value Index.
Composition The ETF primarily holds stocks of mid-sized U.S. companies identified as having value characteristics.
Market Position
Market Share: MDYV's market share reflects its position within the mid-cap value ETF segment.
Total Net Assets (AUM): 1770000000
Competitors
Key Competitors
- IVOO
- IJJV
- VOE
Competitive Landscape
The mid-cap value ETF market is competitive, with several ETFs offering similar exposure. MDYV benefits from SSGA's brand recognition but faces competition based on expense ratios and tracking error. Competitors may offer slightly different weighting methodologies or stock selection criteria.
Financial Performance
Historical Performance: Historical performance can be obtained from financial websites. Data omitted from JSON.
Benchmark Comparison: The ETF's performance should be compared to the S&P 400 Mid-Cap Value Index to assess tracking effectiveness. Data omitted from JSON.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The ETF generally has moderate average trading volume, which allows for relatively easy entry and exit for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and the overall performance of the mid-cap and value sectors influence MDYV's performance.
Growth Trajectory
MDYV's growth trajectory depends on the relative performance of value stocks within the mid-cap market and investor demand for value-oriented investment strategies.
Moat and Competitive Advantages
Competitive Edge
MDYV benefits from SSGA's established brand, its relatively low expense ratio compared to some actively managed value funds, and the broad diversification provided by tracking the S&P 400 Mid-Cap Value Index. The fund's simple, transparent approach to value investing appeals to a wide range of investors. Its strong brand recognition also provides an advantage. This positions it as a solid option for investors seeking cost-effective access to mid-cap value stocks.
Risk Analysis
Volatility
MDYV's volatility is generally in line with that of the mid-cap value market.
Market Risk
The ETF is subject to market risk, including the risk of declines in the value of its underlying holdings due to economic downturns or sector-specific issues affecting mid-cap value companies.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking exposure to U.S. mid-cap value stocks for long-term growth and potential income.
Market Risk
MDYV is suitable for long-term investors seeking diversified exposure to mid-cap value stocks and who are comfortable with market risk.
Summary
SPDRu00ae S&P 400 Mid Cap Value ETF (MDYV) offers investors access to mid-sized U.S. companies with value characteristics, tracking the S&P 400 Mid-Cap Value Index. Managed by SSGA, it provides diversified exposure at a relatively low expense ratio. Performance is tied to the mid-cap value sector's dynamics, influenced by economic factors and market sentiment. Suitable for long-term investors, MDYV aims to provide a cost-effective way to gain exposure to this specific market segment and can complement a broader investment strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Market conditions and other factors may impact the ETF's performance.
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.