ETF Versus

MDY vs XLI

State Street SPDR S&P MIDCAP 400 ETF Trust vs State Street Industrial Select Sector SPDR ETF

Last updated: 2026-04-10

MDY SPDR

State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) is an exchange-traded fund issued by SPDR that provides exposure to mid-cap U.S. companies balancing growth potential and stability. It charges a moderate expense ratio of 0.24%. The fund offers a moderate dividend yield of 1.11%. Launched in 1995, the fund has a 31-year track record.

AUM: $25.2B ER: 0.24% Yield: 1.11% Since: May 4, 1995
XLI SPDR

State Street Industrial Select Sector SPDR ETF (XLI) is an exchange-traded fund issued by SPDR that provides exposure to us sector - industrials securities. It charges a low expense ratio of 0.08%. The fund offers a moderate dividend yield of 1.19%. Launched in 1998, the fund has a 28-year track record.

AUM: $29.5B ER: 0.08% Yield: 1.19% Since: Dec 16, 1998

Quick Verdict

XLI is significantly cheaper at 0.08% vs 0.24% expense ratio, saving you approximately $316 per $10,000 invested over 10 years. Over the past year, XLI has significantly outperformed with a 39.4% return vs 31.1%.

Key Metrics

Metric MDY XLI
Expense Ratio 0.24% 0.08%
Dividend Yield 1.1% 1.2%
Fund Family SPDR SPDR
Category US Mid Cap US Sector - Industrials

Performance Chart

Indexed to 100 at start (5-year comparison)

80 99 118 137 156 175 2021-04 2022-07 2023-10 2025-01 2026-04
MDY +31.8%
XLI +70.6%

Performance Comparison

Period MDY XLI Difference
1 Month +3.01% +1.54% +1.47%
3 Months +1.74% +5.47% -3.73%
6 Months +9.24% +13.63% -4.39%
YTD +5.23% +8.94% -3.71%
1 Year +31.12% +39.36% -8.24%
3 Years +40.99% +73.40% -32.41%
5 Years +31.81% +70.60% -38.79%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period MDY Fees XLI Fees You Save
$10,000 10 years $475 $159 $316
$10,000 20 years $2,028 $686 $1,343
$10,000 30 years $6,497 $2,212 $4,284
$50,000 10 years $2,375 $797 $1,578
$50,000 30 years $32,483 $11,061 $21,422
$100,000 30 years $64,967 $22,123 $42,844

Risk Metrics

Based on 5 years of daily returns

Metric MDY XLI
Annualized Volatility 19.8% 17.3%
Max Drawdown -24.5% -22.7%
Sharpe Ratio 0.15 0.45

Dividend Comparison

Metric MDY XLI
Annual Dividend (per share) $7.12 $2.05
Dividend Yield 1.11% 1.19%
Distribution Frequency Quarterly Quarterly

Top Holdings

0 of top 10 holdings overlap (0% overlap in top holdings)

MDY Top Holdings

NameWeight
TechnipFMC plcFTI0.86%
U.S. DollarCASH_USD0.85%
Casey's General Stores, Inc.CASY0.84%
Flex Ltd.FLEX0.80%
Curtiss-Wright CorporationCW0.80%
United Therapeutics CorporationUTHR0.75%
XPO, Inc.XPO0.74%
Woodward, Inc.WWD0.70%
FabrinetFN0.65%
Royal Gold, Inc.RGLD0.65%

XLI Top Holdings

NameWeight
Caterpillar Inc.CAT6.82%
GE AerospaceGE6.11%
RTX CorporationRTX5.08%
GE Vernova Inc.GEV4.86%
The Boeing CompanyBA3.22%
Deere & CompanyDE2.90%
Eaton Corporation plcETN2.90%
Honeywell International Inc.HON2.79%
Union Pacific CorporationUNP2.78%
Uber Technologies, Inc.UBER2.75%

Which One Should You Choose?

Choose XLI if...

you want the lowest fees and plan to buy and hold long-term. Over decades, the expense ratio difference compounds significantly.

Choose XLI if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

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