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BFOR vs MDYG

Barron's 400 ETF vs State Street SPDR S&P 400 Mid Cap Growth ETF

BFOR

Barron's 400 ETF

ALPS

Annual cost

0.65%

Fund size

$211M

MDYG

State Street SPDR S&P 400 Mid Cap Growth ETF

State Street Investment Management

Annual cost

0.15%

Fund size

$2.7B

Key differences

  • MDYG costs 0.50% less per year.
  • MDYG is significantly larger than BFOR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, BFOR has delivered higher annualized returns.
  • MDYG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BFORMDYG
Annual cost (TER)0.65%0.15%
Fund size (AUM)$211M$2.7B
Since20132005
Dividend yield0.55%0.65%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.3%+28.3%
CAGR 3Y+20.1%+17.7%
CAGR 5Y+10.0%+8.1%
Sharpe 3Y0.940.77
Volatility 1Y14.92%17.10%
Max drawdown-41.27%-39.28%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BFOR and MDYG