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EFIV vs MIDE

State Street SPDR S&P 500 ESG ETF vs Xtrackers S&P MidCap 400 Scored & Screened ETF

EFIV

State Street SPDR S&P 500 ESG ETF

State Street Investment Management

Annual cost

0.10%

Fund size

$1.2B

MIDE

Xtrackers S&P MidCap 400 Scored & Screened ETF

Xtrackers

Annual cost

0.15%

Fund size

$4M

Key differences

  • EFIV is significantly larger than MIDE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, EFIV has delivered higher annualized returns.

Side-by-side comparison

EFIVMIDE
Annual cost (TER)0.10%0.15%
Fund size (AUM)$1.2B$4M
Since20202021
Dividend yield0.98%1.37%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.0%+26.9%
CAGR 3Y+22.8%+16.3%
CAGR 5Y+14.6%+7.8%
Sharpe 3Y1.220.73
Volatility 1Y11.91%15.95%
Max drawdown-24.52%-24.59%

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

Similar to EFIV and MIDE