Intech S&P Small-Mid Cap Diversified Alpha ETF

Frequently Asked Questions About SMDX

What does SMDX invest in?

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.S. companies. The fund manager considers U.S. 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.

What is the expense ratio of SMDX?

Intech S&P Small-Mid Cap Diversified Alpha ETF (SMDX) charges an expense ratio of 0.35%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SMDX?

Intech S&P Small-Mid Cap Diversified Alpha ETF (SMDX) manages $100.6M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is SMDX actively managed or an index fund?

SMDX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was SMDX launched?

Intech S&P Small-Mid Cap Diversified Alpha ETF (SMDX) launched in February 2025 and is managed by Intech ETFs.

How has SMDX performed?

SMDX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.