Intech S&P Small-Mid Cap Diversified Alpha ETF
SMDX
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- Intech S&P Small-Mid Cap Diversified Alpha ETF (SMDX) is an actively managed exchange-traded fund that seeks long-term capital appreciation by investing primarily in small- and mid-cap U.S. equities drawn from the S&P 1000 Index; it employs a systematic, volatility-driven strategy based on Stochastic Portfolio Theory to enhance diversification, generate uncorrelated alpha, mitigate concentration risk, and optimize portfolio rebalancing while maintaining alignment with the underlying index. The fund offers exposure to a diversified portfolio of companies across sectors, utilizing factors such as volatility, correlation, profitability, and valuations for stock selection and weighting, with a net expense ratio of 0.35%. SMDX targets institutional and retail investors seeking improved risk-adjusted returns in the small- to mid-cap equity segment, complementing core equity allocations without significant tracking error. Launched on February 28, 2025, as part of Intech's expansion into ETFs, SMDX represents a key strategic initiative alongside the simultaneous debut of the Intech S&P Large Cap Diversified Alpha ETF (LGDX) to address market concentration and provide seamless U.S. equity market coverage. This launch builds on Intech's 20-year track record for similar strategies, converting proven institutional approaches into accessible ETF wrappers backed by the firm's research-driven processes. Intech, founded in 1987 and headquartered in West Palm Beach, Florida, operates as a privately owned quantitative asset manager with approximately $15 billion in assets under management as of September 2025, serving institutional clients globally through systematic equity solutions; SMDX falls under Intech ETFs, sponsored by Tidal Trust III. The firm, which traces its roots to Princeton, New Jersey, delivers its offerings primarily in the U.S. and international markets via NYSE Arca-listed products.