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SMDX
+1.64 · +7.34%
$24.00 · NYSE ARCA

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

Intech · USA
AUM:$121.1M
#– of – in Small Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 25.3% over the past year, reflecting strong price momentum.

What is SMDX?

Under normal market circumstances, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in small and mid-cap U. companies to be small-cap or mid-cap if they are included in the then current market capitalization range of the S&P 1000® Index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SMDX delivered 25.3% over the past year. Historical returns only — past performance is not indicative of future results.
Broadly Diversified
Top 10 holdings represent just 10.4% of the ETF — exposure spread across many positions.
ETF Information
AUM$121.1M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings50
Inception DateFeb 2025
Domicile–
Distribution–
Index–
ProviderIntech
Beta–
CategorySmall Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+7.6%
1Y
+18.8%
3Y
+32.8%
5Y
+32.8%
OpenBook InsightIf you had invested £10,000 in SMDX 5 years ago, it would have grown to £13,283 — a gain of £3,283.

Annual Returns

Calendar year performance

SMDX delivered positive returns in 2 of the last 2 calendar years.
YearSMDX
2026 YTD+14.9%
2025+14.2%
2/2 positive yearsAvg return: +14.6%Worst year: +14.2% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
13.8%
Low
Momentum
+0.5%
30-day change
Support Level
26.59
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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