VS

Correlation: 95.6%

What is SPMD?

SPMD was created on 2005-11-08 by SPDR. The fund's investment portfolio concentrates primarily on mid cap equity. The ETF currently has 10716.51m in AUM and 403 holdings. SPMD tracks a market cap-weighted index of mid-cap US companies selected by the S&P Committee.

What is VIS?

VIS was created on 2004-09-23 by Vanguard. The fund's investment portfolio concentrates primarily on industrials equity. The ETF currently has 4416.44m in AUM and 388 holdings. The fund tracks a market-cap-weighted index of US industrial stocks.

Key Details

SPMD
VIS
Website
us.spdrs.com
investor.vanguard.com
Inception Date

Nov 08, 2005

Sep 23, 2004

Asset Class

Equity

Equity

Investment Segment

Mid Cap

Industrials

AUM
$11.30B
$4.76B
Dividend Yield
1.64%
1.37%
Expense Ratio
0.03%
0.09%
Return 1Y
-2.02%
3.57%

Holdings

SPDR Portfolio S&P 400 Mid Cap ETF - SPMD is made up of 401 holdings. Vanguard Industrials ETF - VIS is made up of 387 holdings.

Name
Weight
I
IBKRInteractive Brokers Group, Inc.

0.73%

R
RBARB Global, Inc.

0.7%

W
WSOWatsco, Inc.

0.69%

E
EMEEMCOR Group, Inc.

0.69%

C
CASYCasey's General Stores, Inc.

0.66%

F
FNFFidelity National Financial, Inc.

0.62%

G
GWREGuidewire Software, Inc.

0.62%

S
SFMSprouts Farmers Market, Inc.

0.62%

B
BJBJ's Wholesale Club Holdings, Inc.

0.61%

C
CSLCarlisle Cos., Inc.

0.61%

D
DOCUDocuSign, Inc.

0.59%

R
RSReliance, Inc.

0.58%

B
BURLBurlington Stores, Inc.

0.58%

E
EQHEquitable Holdings, Inc.

0.57%

U
USFDUS Foods Holding Corp.

0.57%

R
RPMRPM International, Inc.

0.53%

G
GGGGraco, Inc.

0.52%

G
GLPIGaming & Leisure Properties, Inc.

0.51%

W
WPCW.P. Carey, Inc.

0.51%

D
DTDynatrace, Inc.

0.5%

P
PSTGPure Storage, Inc.

0.5%

U
UTHRUnited Therapeutics Corp.

0.49%

U
UNMUnum Group

0.49%

E
ELSEquity LifeStyle Properties, Inc.

0.49%

A
ACMAECOM

0.48%

F
FIXComfort Systems USA, Inc.

0.48%

D
DUOLDuolingo, Inc.

0.48%

O
OCOwens Corning

0.47%

C
CWCurtiss-Wright Corp.

0.46%

R
RGLDRoyal Gold, Inc.

0.46%

Name
Weight
G
GEGE Aerospace

4.12%

R
RTXRTX Corp.

3.25%

C
CATCaterpillar, Inc.

3.05%

U
UNPUnion Pacific Corp.

2.75%

U
UBERUber Technologies, Inc.

2.65%

H
HONHoneywell International, Inc.

2.54%

B
BAThe Boeing Co.

2.4%

A
ADPAutomatic Data Processing, Inc.

2.36%

D
DEDeere & Co.

2.29%

E
ETNEaton Corp. Plc

2.13%

L
LMTLockheed Martin Corp.

1.76%

W
WMWaste Management, Inc.

1.72%

G
GEVGE Vernova, Inc.

1.7%

U
UPSUnited Parcel Service, Inc.

1.6%

P
PHParker-Hannifin Corp.

1.58%

M
MMM3M Co.

1.55%

T
TTTrane Technologies Plc

1.46%

I
ITWIllinois Tool Works Inc.

1.43%

T
TDGTransDigm Group, Inc.

1.41%

C
CTASCintas Corp.

1.39%

E
EMREmerson Electric Co.

1.27%

N
NOCNorthrop Grumman Corp.

1.17%

C
CSXCSX Corp.

1.13%

F
FDXFedEx Corp.

1.11%

G
GDGeneral Dynamics Corp.

1.09%

J
JCIJohnson Controls International Plc

1.04%

P
PCARPACCAR, Inc.

1.03%

N
NSCNorfolk Southern Corp.

1.02%

H
HWMHowmet Aerospace, Inc.

0.97%

C
CARRCarrier Global Corp.

0.96%

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Stock Correlation

The stocks that are correlated to SPMD - SPDR Portfolio S&P 400 Mid Cap ETF are ITT, BN, AIT, AVNT, BNT

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
I
ITTITT, Inc.
87.50%$10.17B-2.48%1.03%
B
BNBrookfield Corp.
86.48%$72.82B+23.64%0.67%
A
AITApplied Industrial Technologies, Inc.
84.71%$8.67B+18.16%0.68%
A
AVNTAvient Corp.
84.57%$2.85B-24.59%3.31%
B
BNTBrookfield Wealth Solutions Ltd.
84.10%$9.78B+23.92%0.00%
F
FLSFlowserve Corp.
84.07%$5.57B-9.39%1.95%
P
PHParker-Hannifin Corp.
84.04%$72.80B+2.73%1.13%
E
EVREvercore, Inc.
83.53%$6.80B-8.95%1.80%
J
JHGJanus Henderson Group Plc
83.36%$4.82B-3.66%4.96%
A
AWIArmstrong World Industries, Inc.
83.17%$5.86B+14.98%0.86%
N
NPOEnpro, Inc.
82.70%$3.10B-6.56%0.81%
D
DOVDover Corp.
82.59%$22.22B-5.78%1.26%
F
FTVFortive Corp.
82.35%$22.11B-21.15%0.49%
J
JEFJefferies Financial Group, Inc.
82.30%$8.82B+2.30%3.18%
S
SFStifel Financial Corp.
82.29%$8.52B+10.19%2.04%
B
BXBlackstone, Inc.
82.11%$154.99B+3.00%3.03%
K
KNKnowles Corp.
82.09%$1.28B-7.59%0.00%
S
SEICSEI Investments Co.
82.09%$9.19B+7.26%1.29%
R
RRXRegal Rexnord Corp.
81.74%$6.59B-39.12%1.37%
W
WCCWESCO International, Inc.
81.72%$7.24B-8.13%1.11%

The stocks that are correlated to VIS - Vanguard Industrials ETF are ITT, PH, FLS, BN, AIT

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
I
ITTITT, Inc.
88.90%$10.17B-2.48%1.03%
P
PHParker-Hannifin Corp.
86.38%$72.80B+2.73%1.13%
F
FLSFlowserve Corp.
84.83%$5.57B-9.39%1.95%
B
BNBrookfield Corp.
83.85%$72.82B+23.64%0.67%
A
AITApplied Industrial Technologies, Inc.
83.79%$8.67B+18.16%0.68%
D
DOVDover Corp.
83.70%$22.22B-5.78%1.26%
F
FTVFortive Corp.
82.70%$22.11B-21.15%0.49%
E
EMREmerson Electric Co.
82.11%$56.67B-10.79%2.07%
B
BNTBrookfield Wealth Solutions Ltd.
81.49%$9.78B+23.92%0.00%
A
AWIArmstrong World Industries, Inc.
81.09%$5.86B+14.98%0.86%
N
NPOEnpro, Inc.
80.62%$3.10B-6.56%0.81%
D
DCIDonaldson Co., Inc.
80.62%$7.58B-13.69%1.69%
W
WCCWESCO International, Inc.
80.29%$7.24B-8.13%1.11%
U
URIUnited Rentals, Inc.
80.26%$38.08B-13.62%1.11%
C
CATCaterpillar, Inc.
80.22%$140.25B-19.74%1.85%
A
AVNTAvient Corp.
80.16%$2.85B-24.59%3.31%
B
BXBlackstone, Inc.
79.76%$154.99B+3.00%3.03%
A
APAMArtisan Partners Asset Management, Inc.
79.72%$2.48B-17.53%8.24%
E
EVREvercore, Inc.
79.51%$6.80B-8.95%1.80%
S
SEICSEI Investments Co.
79.40%$9.19B+7.26%1.29%

ETF Correlation

The ETFs that are correlated to SPMD - SPDR Portfolio S&P 400 Mid Cap ETF are IJH, MDY, IVOO, SCHM, JMEE

Name
Correlation
AUM
Expense Ratio
I
IJHiShares Core S&P Mid Cap ETF
99.91%$83.25B0.05%
M
MDYS&P MidCap 400 ETF
99.91%$20.32B0.24%
I
IVOOVanguard S&P Mid Cap 400 ETF
99.85%$2.29B0.07%
S
SCHMSchwab U.S. Mid Cap ETF
99.36%$10.13B0.04%
J
JMEETraded Fund Trust JPMorgan Small & Mid Cap Enhanced Equity ETF
99.31%$1.55B0.24%
V
VBVanguard Small Cap ETF
99.27%$54.68B0.05%
X
XJHiShares ESG Select Screened S&P Mid Cap ETF
99.24%$240.62M0.12%
E
ESMLiShares ESG Aware MSCI USA Small Cap ETF
99.01%$1.61B0.17%
S
SMMDiShares Russell 2500 ETF
98.97%$1.20B0.15%
J
JHMMJohn Hancock Multifactor Mid Cap ETF
98.83%$3.62B0.42%
F
FSMDFidelity Small Mid Multifactor ETF
98.70%$1.25B0.16%
I
IJKiShares S&P Mid Cap 400 Growth ETF
98.69%$7.96B0.17%
V
VBRVanguard Small Cap Value ETF
98.67%$25.99B0.07%
N
NUSCNuveen ESG Small Cap ETF
98.66%$1.01B0.31%
M
MDYGSPDR S&P 400 Mid Cap Growth ETF
98.65%$2.30B0.15%
T
TMSLT. Rowe Price Small Mid Cap ETF
98.52%$613.81M0.55%
I
IVOGVanguard S&P Mid Cap 400 Growth ETF
98.51%$980.14M0.15%
F
FNXTraded Fund III First Trust Mid Cap Core AlphaDEX Fund
98.50%$1.01B0.6%
M
MDYVSPDR S&P 400 Mid Cap Value ETF
98.37%$2.11B0.15%
I
IVOVVanguard S&P Mid Cap 400 Value ETF
98.32%$812.40M0.1%

The ETFs that are correlated to VIS - Vanguard Industrials ETF are FIDU, XLI, RSPN, IYJ, FXR

Name
Correlation
AUM
Expense Ratio
F
FIDUFidelity MSCI Industrials Index ETF
99.62%$1.20B0.084%
X
XLIIndustrial Select Sector SPDR
99.25%$18.35B0.09%
R
RSPNInvesco S&P 500 Equal Weight Industrials ETF
98.53%$596.39M0.4%
I
IYJiShares U.S. Industrials ETF
98.12%$1.51B0.39%
F
FXRTraded Fund III First Trust Industrials/Producer Durables AlphaDEX Fund
97.47%$1.63B0.61%
J
JHMMJohn Hancock Multifactor Mid Cap ETF
96.55%$3.62B0.42%
P
PAVEGlobal X U.S. Infrastructure Development ETF
96.10%$7.23B0.47%
V
VOVanguard Mid Cap ETF
95.95%$70.31B0.04%
I
IWRiShares Russell Mid Cap ETF
95.93%$36.38B0.19%
I
IVOOVanguard S&P Mid Cap 400 ETF
95.78%$2.29B0.07%
M
MDYS&P MidCap 400 ETF
95.76%$20.32B0.24%
I
IJHiShares Core S&P Mid Cap ETF
95.75%$83.25B0.05%
S
SCHMSchwab U.S. Mid Cap ETF
95.74%$10.13B0.04%
S
SPMDSPDR Portfolio S&P 400 Mid Cap ETF
95.61%$11.30B0.03%
G
GSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF
95.58%$1.05B0.09%
I
IJKiShares S&P Mid Cap 400 Growth ETF
95.47%$7.96B0.17%
F
FEXTraded Fund III First Trust Large Cap Core AlphaDEX Fund
95.44%$1.16B0.6%
M
MDYGSPDR S&P 400 Mid Cap Growth ETF
95.38%$2.30B0.15%
X
XJHiShares ESG Select Screened S&P Mid Cap ETF
95.22%$240.62M0.12%
C
CFAVictoryShares US 500 Volatility Wtd ETF
95.18%$488.64M0.35%

Holding Overlap

SPMD - SPDR Portfolio S&P 400 Mid Cap ETF and VIS - Vanguard Industrials ETF have a 75 holding overlap. Which accounts for a 11.0% overlap.

Number of overlapping holdings

75

% of overlapping holdings

11%

Name
Weight in SPMD
Weight in VIS
W
WSOWatsco Inc.
0.69%0.32%
E
EMEEmcor Group, Inc.
0.69%0.35%
C
CSLCarlisle Companies Inc.
0.61%0.28%
G
GGGGraco Inc.
0.52%0.27%
A
ACMAECOM
0.48%0.24%
F
FIXComfort Systems USA, Inc.
0.48%0.24%
O
OCOwens Corning
0.47%0.24%
C
CWCurtiss-Wright Corp.
0.46%0.22%
X
XPOXPO Inc
0.44%0.26%
R
RBCRBC Bearings Inc.
0.41%0.20%

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