Harnessing volatility in pursuit of better index diversification, Intech ETFs offer seamless market exposure and alpha potential—without added complexity or high fees.
West Palm Beach, FL – [March 13, 2025] – Equity markets are more concentrated than ever. And alternatives haven’t solved the problem—equal-weighted strategies tilt too far toward smaller stocks, and factor investing remains unpredictable. Intech, a leader in systematic equity investing for over 35 years, announces the launch of two new exchange-traded funds (ETFs) designed to push beyond the limitations of conventional indexing.
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The Intech S&P Large Cap Diversified Alpha ETF (LGDX) and Intech S&P Small-Mid Cap Diversified Alpha ETF (SMDX)—backed by institutional investor capital—began trading on NYSE Arca on February 28, 2025. These funds aim to restore balance to core equity investing, seeking to enhance diversification, mitigate concentration risk, and unlock uncorrelated alpha while staying aligned with trusted S&P Dow Jones Indices.
"Markets reward those who adapt,” said Ryan Stever, PhD, Chief Investment Officer at Intech. "Our ETFs go beyond conventional investing by turning volatility into opportunity. It’s about capturing the best of both worlds—efficiency and transparency, with a design that actively aims to mitigate unintended risks.”
The Evolution of Index Investing
Index investing has transformed markets, offering uncomplicated, broad market exposure. But cap-weighted indexes potentially concentrate risk, equal-weighting strategies overemphasize smaller stocks, and factor-based investing remains cyclical. Intech ETFs are designed to overcome these inefficiencies by enhancing index diversification and systematically rebalancing portfolios while maintaining alignment with S&P Dow Jones Indices.
Seamless Market Coverage, Built for Long-Term Investors
Intech ETFs provide comprehensive U.S. equity exposure via the trusted S&P 1500® framework, minimizing gaps and overlap. With just two funds, investors can efficiently allocate across market caps without the complexity of multi-cap or overlapping benchmarks.
| Large Cap | S&P 500® | S&P 500® | Intech S&P Large Cap Diversified Alpha ETF |
| Mid Cap | S&P MidCap 400® | S&P 1000® | Intech S&P Small-Mid Cap Diversified Alpha ETF |
| Small Cap | S&P SmallCap 600® |
LGDX: A Strategy with a 20-Year Track Record
LGDX is not a new strategy—it carries a live track record dating back to March 1, 2004. The fund’s long-standing investment process has now been converted into an ETF structure, providing investors with the same systematic approach in a more efficient and accessible format.
A Better Fit for Today’s Portfolios
Intech ETFs are built for investors who want diversified exposure without disrupting portfolio alignment. By systematically rebalancing, they aim to maintain broad market exposure while optimizing diversification—all while staying aligned with underlying S&P DJI indices.
"ETFs have reshaped investing, but core allocations need to evolve," said Jose Marques, PhD, Chief Executive Officer at Intech. "With these new funds, we're giving investors a way to stay aligned with trusted S&P DJI indices while optimizing their exposure to market dynamics."
With low tracking error and risk-aware rebalancing, Intech ETFs are designed to complement existing allocations, offering a seamless, efficient core equity solution in today’s concentrated market.
Available Now on NYSE Arca
The Intech S&P Large Cap Diversified Alpha ETF (LGDX) and Intech S&P Small-Mid Cap Diversified Alpha ETF (SMDX) officially launched on NYSE Arca on February 28, 2025. Both ETFs are now available for trading and accessible through major brokerage platforms.
Investors and financial professionals can explore fund details, historical research, and performance insights at IntechETFs.com.
About Intech
For over 35 years, Intech has been at the forefront of systematic investing, pioneering strategies that harness the power of diversification and rebalancing to optimize equity portfolios. With $13 billion in assets under management as of 12/31/2024, our research-driven approach—trusted by pension funds, endowments, and sovereign wealth funds—is now accessible to all investors through Intech ETFs, offering a new way to think about passive investing in a rapidly evolving market. Learn more at intechetfs.com.
