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Upturn AI SWOT - About
SPDR® S&P 400 Mid Cap Value ETF (MDYV)
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Upturn Advisory Summary
04/01/2025: MDYV (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -11.34% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 127717 | Beta 1.11 | 52 Weeks Range 68.82 - 87.01 | Updated Date 04/2/2025 |
52 Weeks Range 68.82 - 87.01 | Updated Date 04/2/2025 |
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 total return performance of the S&P MidCap 400u00ae Value Index. It focuses on mid-capitalization U.S. companies exhibiting value characteristics.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record of managing index-tracking funds.
Management Expertise
SSGA has extensive experience in managing a wide range of ETFs, including those tracking various market segments and investment styles.
Investment Objective
Goal
To closely track the investment results of the S&P MidCap 400u00ae Value Index.
Investment Approach and Strategy
Strategy: Tracks the S&P MidCap 400u00ae Value Index, which measures the performance of the mid-cap value segment of the U.S. equity market.
Composition Primarily holds stocks of mid-sized U.S. companies identified as having value characteristics based on factors such as book value to price ratio, earnings to price ratio, and sales to price ratio.
Market Position
Market Share: MDYV holds a moderate market share within the mid-cap value ETF segment.
Total Net Assets (AUM): 1318100000
Competitors
Key Competitors
- iShares S&P Mid-Cap 400 Value ETF (IJJV)
- Vanguard Mid-Cap Value ETF (VOE)
- Schwab Fundamental U.S. Mid-Cap ETF (FNDM)
Competitive Landscape
The mid-cap value ETF segment is fairly competitive. MDYV offers exposure to the S&P MidCap 400u00ae Value Index, while competitors like IJJV and VOE track similar but not identical indexes. MDYV's strength lies in SSGA's brand recognition, while competitors may offer lower expense ratios or slightly different weighting methodologies.
Financial Performance
Historical Performance: Historical performance is dependent on market conditions. Specific performance data requires dynamic data retrieval from financial data providers.
Benchmark Comparison: The ETF's performance is generally compared to the S&P MidCap 400 Value Index.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The ETF's liquidity is generally good, evidenced by healthy average daily trading volumes.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's relatively high trading volume.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and investor sentiment towards value stocks can significantly impact MDYV's performance.
Growth Trajectory
The growth trajectory is tied to the performance of mid-cap value stocks and broader market trends. Changes in the underlying index methodology could also impact holdings.
Moat and Competitive Advantages
Competitive Edge
MDYV benefits from SSGA's established reputation and brand recognition as a leading ETF provider. It offers a pure-play exposure to the S&P MidCap 400 Value Index, providing investors with a focused approach to mid-cap value investing. MDYV's large AUM can attract more trading volume which promotes liquidity.
Risk Analysis
Volatility
Volatility is typical of equity investments, particularly in the mid-cap space. Value stocks can be sensitive to economic cycles.
Market Risk
The ETF is subject to market risk, meaning the value of its holdings can fluctuate based on overall market conditions. Specific risks associated with mid-cap stocks include lower liquidity compared to large-cap stocks.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to U.S. mid-cap value stocks, who believe in the long-term potential of value investing, and are comfortable with moderate levels of market risk.
Market Risk
Best suited for long-term investors and those who want exposure to value stocks.
Summary
SPDRu00ae S&P 400 Mid Cap Value ETF (MDYV) provides targeted exposure to the mid-cap value segment of the U.S. equity market. As a relatively inexpensive option, it benefits from State Street's strong brand. MDYVu2019s portfolio, comprised of mid-sized U.S. companies identified as having value characteristics, can offer returns but it also carries the potential risk of exposure to a particular segment of the market. This ETF is suitable for long-term investors seeking a potentially more diversified mix of stocks with an emphasis on value.
Similar Companies
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JKH
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RFV
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VOE
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Vanguard Mid-Cap Value Index Fund ETF Shares
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Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) Website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Market conditions and ETF characteristics are subject to change.
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.
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