AVUV vs MDY

Avantis US Small Cap Value ETF vs SPDR S&P MidCap 400 ETF Trust

Quick take
  • MDY has the lower expense ratio at 0.23% vs 0.25% for AVUV.
  • AVUV pays a higher dividend yield (1.25%).

Side-by-side metrics

MetricAVUVMDY
Expense ratio
Annual fee. Lower is better.
0.25%0.23%
Dividend yield
Trailing 12-month yield.
1.25%1.00%
AUM
Assets under management — bigger funds are typically more liquid.
$29.06B$28.05B
YTD return
20.76%13.52%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.980.99
P/E ratio
13.5722.18
Last price
$123.50$693.71
Inception
Issuer
AvantisState Street

AVUV top holdings

Top holdings · AVUV
VSATViasat Inc1.39%
MATXMatson Inc1.02%
LNTHLantheus Holdings Inc0.86%
IRDMIridium Communications Inc0.78%
AVTAvnet Inc0.78%
MMacy's Inc0.76%
LEALear Corp0.75%
GATXGATX Corp0.74%
AROCArchrock Inc0.73%
CBTCabot Corp0.73%
Sector breakdown · AVUV
Real Estate0.7%
Consumer Cyclical18.5%
Basic Materials4.8%
Consumer Defensive4.9%
Technology7.4%
Communication Services2.9%
Financial Services27.8%
Utilities0.2%
Industrials13.5%
Energy13.9%
Healthcare5.3%

MDY top holdings

Top holdings · MDY
FLEXFlex Ltd1.58%
TWLOTwilio Inc Class A0.82%
FTITechnipFMC PLC0.79%
CWCurtiss-Wright Corp0.79%
NVTnVent Electric PLC0.77%
STRLSterling Infrastructure Inc0.75%
XPOXPO Inc0.72%
PEverpure Inc Class A0.71%
ILMNIllumina Inc0.71%
UTHRUnited Therapeutics Corp0.68%
Sector breakdown · MDY
Real Estate7.4%
Consumer Cyclical10.7%
Basic Materials4.9%
Consumer Defensive3.4%
Technology17.4%
Communication Services1.0%
Financial Services13.3%
Utilities3.0%
Industrials24.8%
Energy5.0%
Healthcare9.1%

About AVUV

AVUV (Avantis US Small Cap Value ETF) is US small-cap value with profitability screen. Managed by Avantis, the fund carries $29.1B in assets under management, an expense ratio of 0.25%, a dividend yield of 1.25%. Its largest holding is Viasat Inc (VSAT), which represents 1.4% of the portfolio. Real Estate is the fund's largest sector exposure at 0.7%.

About MDY

MDY (SPDR S&P MidCap 400 ETF Trust) is Tracks the S&P MidCap 400 index. Managed by State Street, the fund carries $28.1B in assets under management, an expense ratio of 0.23%, a dividend yield of 1.00%. Its largest holding is Flex Ltd (FLEX), which represents 1.6% of the portfolio. Real Estate is the fund's largest sector exposure at 7.4%.