Don’t Miss Out on a Mid-Cap Allocation

Mid-cap stocks have a total market cap¹ of $2.9 trillion² — a big part of the market to be missing. And adding mid caps to a portfolio can potentially boost returns, as they have historically outperformed large and small caps.³

Which SPDR® Mid-Cap ETF Is Right for You? Explore the holdings of our mid-cap blend, value, and growth ETFs.

Sector	MDY – Mid Cap Blend (%)	MDYV – Mid Cap Value (%)	MDYG – Mid Cap Growth (%)

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Source: Fund data is from Bloomberg Finance, L.P., as of March 31, 2024.

This information should not be considered a recommendation to invest in a particular sector or to buy or sell any security shown. It is not known whether the sectors or securities shown will be profitable in the future. The holdings are taken from the accounting records of SSGA which may differ from the official books and records of the custodian.

Access the top ten holdings for MDY, MDYV, and MDYG.

How Can Mid Caps Help Enhance Portfolio Returns?

Head of SPDR Americas ETF Research Matthew Bartolini compared 15 theoretical portfolios to show how mid caps can help boost performance — and why omitting them can be costly.

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Click on the funds to view factsheets and performance details for SPDR mid-cap ETFs.

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Footnotes

Disclosures

Investing involves risk including the risk of loss of principal.

All information is from SSGA unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA’s express written consent.

This communication is not intended to be an investment recommendation or investment advice and should not be relied upon as such.

Investments in mid-sized companies may involve greater risks than those in larger, better known companies, but may be less volatile than investments in smaller companies.

Equity securities may fluctuate in value in response to the activities of individual companies and general market and economic conditions.

While the shares of ETFs are tradable on secondary markets, they may not readily trade in all market conditions and may trade at significant discounts in periods of market stress.

Passively managed funds invest by sampling the index, holding a range of securities that, in the aggregate, approximates the full Index in terms of key risk factors and other characteristics. This may cause the fund to experience tracking errors relative to performance of the index.

Index returns are unmanaged and do not reflect the deduction of any fees or expenses. Index returns reflect all items of income, gain and loss and the reinvestment of dividends and other income as applicable.

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