SPDR® Portfolio S&P 400™ Mid Cap ETF

Shareclass
SPDR® Portfolio S&P 400™ Mid Cap ETF (SPMD)
Type
Exchange-traded fund
Gender equality score
Gender equality score

43
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

D
25
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 1,913 out of 2,548 funds


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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
22/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
4/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
16/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. WEX Inc
    0.27% of assets
    $29.39M invested
  • 2. The Chemours Co
    0.13% of assets
    $13.82M invested
  • 3. Service Corp International
    0.41% of assets
    $44.49M invested
  • 4. New York Times Co Class A
    0.31% of assets
    $33.51M invested
  • 5. Coty Inc Class A
    0.13% of assets
    $13.93M invested
  • 6. Halozyme Therapeutics Inc
    0.25% of assets
    $26.89M invested
  • 7. Illumina Inc
    0.69% of assets
    $74.69M invested
  • 8. Biomarin Pharmaceutical Inc
    0.57% of assets
    $61.24M invested
  • 9. Science Applications International Corp
    0.23% of assets
    $24.38M invested
  • 10. Under Armour Inc Class A
    0.05% of assets
    $5.04M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. TKO Group Holdings Inc
    0.23% of assets
    $24.62M invested
  • 2. RBC Bearings Inc
    0.3% of assets
    $32.29M invested
  • 3. Matador Resources Co
    0.25% of assets
    $27.27M invested
  • 4. Chemed Corp
    0.3% of assets
    $33.02M invested
  • 5. Celsius Holdings Inc
    0.25% of assets
    $26.71M invested
  • 6. Kinsale Capital Group Inc
    0.36% of assets
    $38.63M invested
  • 7. Houlihan Lokey Inc Class A
    0.28% of assets
    $30.07M invested
  • 8. Roivant Sciences Ltd Ordinary Shares
    0.13% of assets
    $14.1M invested
  • 9. NewMarket Corp
    0.14% of assets
    $14.88M invested
  • 10. Skechers USA Inc Class A
    0.3% of assets
    $32.97M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on SPMD at Morningstar.com
Gender Equality and Returns
Returns chart for SPDR® Portfolio S&P 400™ Mid Cap ETF
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
SPMD
SPDR® Portfolio S&P 400™ Mid Cap ETF
Family
State Street
Category
Mid-Cap Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 7/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
3.44% less  in annualized returns
Lower overall gender equality score 
11 / 100 points lower
Lower gender balance in leadership and workforce score 
5 / 40 points lower
Lower equal compensation and work life balance score 
5 / 30 points lower
Lower policies promoting gender equality score 
2 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
SPMD
SPDR® Portfolio S&P 400™ Mid Cap ETF
Family
State Street
Category
Mid-Cap Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 7/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
3.44% less  in annualized returns
Lower overall gender equality score 
11 / 100 points lower
Lower gender balance in leadership and workforce score 
5 / 40 points lower
Lower equal compensation and work life balance score 
5 / 30 points lower
Lower policies promoting gender equality score 
2 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
SPMD
SPDR® Portfolio S&P 400™ Mid Cap ETF
Family
State Street
Category
Mid-Cap Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 7/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
3.44% less  in annualized returns
Lower overall gender equality score 
11 / 100 points lower
Lower gender balance in leadership and workforce score 
5 / 40 points lower
Lower equal compensation and work life balance score 
5 / 30 points lower
Lower policies promoting gender equality score 
2 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
SPMD - SPDR® Portfolio S&P 400™ Mid Cap ETF
15%
6.3%
11%
9.67%
43  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
22%
9.57%
15%
13%
54  / 100 points
Fund compared to benchmark
 
-6.77%
-3.27%
-3.69%
-3.44%
11  / 100 points lower
Find more financial data on SPMD at Morningstar.com
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