Intech S&P Small-Mid Cap Diversified Alpha ETF (SMDX) belongs to the Small Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with SMDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SMDX
SMDX charges 0.35% annually. There are 19 ETFs in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 600 Small Cap ETF | 0.03% | 16.36B | Jul 2013 | SMDX vs SPSM | |
| iShares Morningstar Small-Cap ETF | 0.04% | 290.06M | Jun 2004 | SMDX vs ISCB | |
| Schwab U.S. Small-Cap ETF | 0.04% | 23.58B | Nov 2009 | SMDX vs SCHA | |
| Vanguard Small-Cap ETF | 0.05% | 182.70B | Jan 2004 | SMDX vs VB | |
| Vanguard Russell 2000 ETF | 0.06% | 17.50B | Sep 2010 | SMDX vs VTWO |
Best Risk-Adjusted Alternatives to SMDX
SMDX has a PortfoliosLab risk / return rank of 63. There are 27 ETFs in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Small Cap Core AlphaDEX Fund | 87 | 1.31B | May 2007 | SMDX vs FYX | |
| Fidelity Enhanced Small Cap ETF | 85 | 5.29B | Dec 2007 | SMDX vs FESM | |
| JPMorgan Fundamental Data Science Small Core ETF | 85 | 9.11M | Aug 2024 | SMDX vs SCDS | |
| Invesco NASDAQ Future Gen 200 ETF | 80 | 26.73M | Oct 2022 | SMDX vs QQQS | |
| Hartford Multifactor Small Cap ETF | 79 | 59.51M | Mar 2015 | SMDX vs ROSC |
Top Performing SMDX Alternatives (YTD)
SMDX is at 15.69% YTD. There are 35 ETFs in the Small Cap Blend Equities category with higher YTD returns, going as high as 56.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Daily Small Cap Bull 3X Shares | 56.90% | 1.44B | Nov 2008 | SMDX vs TNA | |
| Allspring SMID Core ETF | 28.36% | 78.82M | Jul 2025 | SMDX vs ASCE | |
| JPMorgan Fundamental Data Science Small Core ETF | 26.51% | 9.11M | Aug 2024 | SMDX vs SCDS | |
| Inspire Small/Mid Cap Impact ETF | 25.15% | 328.92M | Feb 2017 | SMDX vs ISMD | |
| Fidelity Enhanced Small Cap ETF | 24.59% | 5.29B | Dec 2007 | SMDX vs FESM |
Lowest Volatility Alternatives to SMDX
SMDX has 16.67% 1-year volatility. There are 21 ETFs in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 6.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Russell 2000 Dynamic Daily Buffer ETF | 6.55% | — | Jun 2025 | SMDX vs RB | |
| First Trust Horizon Managed Volatility Small/Mid E... | 10.62% | 33.69M | Apr 2020 | SMDX vs HSMV | |
| Global X Russell 2000 Covered Call ETF | 10.66% | 1.36B | Apr 2019 | SMDX vs RYLD | |
| OShares U.S. Small-Cap Quality Dividend ETF | 13.17% | 875.00M | Dec 2016 | SMDX vs OUSM | |
| Opus Small Cap Value Plus ETF | 13.36% | 685.56M | Jul 2018 | SMDX vs OSCV |
Lowest Drawdown Alternatives to SMDX
SMDX has a 1-year max drawdown of -8.66%. There are 16 ETFs in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.15%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pacer US Small Cap Cash Cows 100 ETF | -6.15% | 3.49B | Jun 2017 | SMDX vs CALF | |
| Global X Russell 2000 Covered Call ETF | -6.29% | 1.36B | Apr 2019 | SMDX vs RYLD | |
| Hypatia Women CEO ETF | -6.96% | 5.55M | Jan 2023 | SMDX vs WCEO | |
| 6 Meridian Small Cap Equity ETF | -7.16% | 106.31M | May 2020 | SMDX vs SIXS | |
| VictoryShares US Small Cap High Dividend Volatilit... | -7.18% | 257.49M | Jul 2015 | SMDX vs CSB |
Other ETFs from Intech
The 1 most viewed Intech ETFs shown here include LGDX and span 1 categories. AUM among these funds goes as high as $140M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Intech S&P Large Cap Diversified Alpha ETF | Large Cap Blend Equities | 47 | 6.86% | 140.13M | Feb 2025 | SMDX vs LGDX |
Often Compared With SMDX
Investors most often compare SMDX with FDM, SMDV, FGSM. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare SMDX with Any Fund or Stock
Compare SMDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SMDX with funds that move differently
Intech S&P Small-Mid Cap Diversified Alpha ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SMDX.
Explore SMDX Diversifiers