Intech S&P Small-Mid Cap Diversified Alpha ETF (SMDX)

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Intech S&P Small-Mid Cap Diversified Alpha ETF (SMDX) is up 13.7% since the beginning of the year. SMDX is currently trading at $26 per share.

Intech S&P Small-Mid Cap Diversified Alpha ETF (SMDX) has returned 13.72% so far this year and 28.25% over the past 12 months.

Based on dividend-adjusted daily data since Feb 28, 2025, SMDX's average daily return is +0.09%, while the average monthly return is +1.71%. At this rate, an investment would double in approximately 3.4 years.

Historically, 69% of months were positive and 31% were negative. The best month was Apr 2026 with a return of +9.0%, while the worst month was Mar 2026 at -4.7%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 2 months.

On a daily basis, SMDX closed higher 51% of trading days. The best single day was Apr 9, 2025 with a return of +6.7%, while the worst single day was Apr 3, 2025 at -6.8%.

Intech S&P Small-Mid Cap Diversified Alpha ETF has an annualized alpha of 2.67%, beta of 1.00, and R2 of 0.70 versus S&P 500 Index. Calculated based on daily prices since March 03, 2025.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (86.90%) than losses (55.06%) - typical of diversified or defensive assets.
• This ETF generated an annualized alpha of 2.67% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 1.00 and R2 of 0.70, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

SMDX has an expense ratio of 0.35%, placing it in the medium range.

SMDX ranks 57 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Intech S&P Small-Mid Cap Diversified Alpha ETF (SMDX) and compare them to S&P 500 Index.

Intech S&P Small-Mid Cap Diversified Alpha ETF provided a 0.53% dividend yield over the last twelve months, with an annual payout of $0.14 per share.

The table displays the monthly dividend distributions for Intech S&P Small-Mid Cap Diversified Alpha ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Intech S&P Small-Mid Cap Diversified Alpha ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Intech S&P Small-Mid Cap Diversified Alpha ETF was 14.52%, occurring on Apr 7, 2025. Recovery took 24 trading sessions.

The current Intech S&P Small-Mid Cap Diversified Alpha ETF drawdown is 0.56%.

The chart below shows the rolling one-month volatility.