SPMD vs. TMCPX
Compare and contrast key facts about SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) and Touchstone Mid Cap Fund (TMCPX).
SPMD is a passively managed fund by State Street that tracks the performance of the S&P MidCap 400 Index. It was launched on Nov 8, 2005. TMCPX is managed by Touchstone. It was launched on Jan 2, 2003.
Performance
SPMD vs. TMCPX - Performance Comparison
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SPMD vs. TMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | 2.59% | 7.44% | 13.91% | 16.48% | -13.13% | 24.76% | 13.46% | 25.19% | -10.34% | 15.12% |
TMCPX Touchstone Mid Cap Fund | -7.96% | 4.87% | 8.48% | 27.48% | -15.62% | 15.21% | 12.56% | 39.44% | -3.14% | 20.23% |
Returns By Period
In the year-to-date period, SPMD achieves a 2.59% return, which is significantly higher than TMCPX's -7.96% return. Over the past 10 years, SPMD has outperformed TMCPX with an annualized return of 10.73%, while TMCPX has yielded a comparatively lower 10.15% annualized return.
SPMD
- 1D
- 2.99%
- 1M
- -5.29%
- YTD
- 2.59%
- 6M
- 4.27%
- 1Y
- 17.37%
- 3Y*
- 12.11%
- 5Y*
- 6.60%
- 10Y*
- 10.73%
TMCPX
- 1D
- -0.23%
- 1M
- -11.61%
- YTD
- -7.96%
- 6M
- -5.28%
- 1Y
- 1.10%
- 3Y*
- 7.90%
- 5Y*
- 4.15%
- 10Y*
- 10.15%
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SPMD vs. TMCPX - Expense Ratio Comparison
SPMD has a 0.05% expense ratio, which is lower than TMCPX's 0.93% expense ratio.
Return for Risk
SPMD vs. TMCPX — Risk / Return Rank
SPMD
TMCPX
SPMD vs. TMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) and Touchstone Mid Cap Fund (TMCPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SPMD | TMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.09 | +0.74 |
Sortino ratioReturn per unit of downside risk | 1.30 | 0.28 | +1.02 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.03 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | -0.01 | +1.26 |
Martin ratioReturn relative to average drawdown | 5.41 | -0.03 | +5.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SPMD | TMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.09 | +0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.24 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.55 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.47 | -0.04 |
Correlation
The correlation between SPMD and TMCPX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SPMD vs. TMCPX - Dividend Comparison
SPMD's dividend yield for the trailing twelve months is around 1.37%, less than TMCPX's 2.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | 1.37% | 1.39% | 1.42% | 1.47% | 1.64% | 1.24% | 1.30% | 1.57% | 1.85% | 1.97% | 2.13% | 5.33% |
TMCPX Touchstone Mid Cap Fund | 2.39% | 2.20% | 2.52% | 0.92% | 1.43% | 2.80% | 1.93% | 5.18% | 3.95% | 1.10% | 0.58% | 0.06% |
Drawdowns
SPMD vs. TMCPX - Drawdown Comparison
The maximum SPMD drawdown since its inception was -57.62%, roughly equal to the maximum TMCPX drawdown of -58.03%. Use the drawdown chart below to compare losses from any high point for SPMD and TMCPX.
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Drawdown Indicators
| SPMD | TMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.62% | -58.03% | +0.41% |
Max Drawdown (1Y)Largest decline over 1 year | -14.12% | -13.48% | -0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -24.08% | -21.47% | -2.61% |
Max Drawdown (10Y)Largest decline over 10 years | -41.86% | -35.54% | -6.32% |
Current DrawdownCurrent decline from peak | -6.13% | -13.48% | +7.35% |
Average DrawdownAverage peak-to-trough decline | -8.18% | -9.64% | +1.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 4.15% | -0.88% |
Volatility
SPMD vs. TMCPX - Volatility Comparison
SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) has a higher volatility of 6.56% compared to Touchstone Mid Cap Fund (TMCPX) at 5.60%. This indicates that SPMD's price experiences larger fluctuations and is considered to be riskier than TMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPMD | TMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.56% | 5.60% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 11.95% | 11.66% | +0.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.11% | 19.65% | +1.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.71% | 17.63% | +2.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.18% | 18.39% | +2.79% |