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ESSC vs SPSM

Eventide Small Cap ETF vs State Street SPDR Portfolio S&P 600 Small Cap ETF

ESSC

Eventide Small Cap ETF

Annual cost

Fund size

SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$15.4B

Key differences

  • ESSC follows a active selection strategy; SPSM uses index tracking.

Side-by-side comparison

ESSCSPSM
Annual cost (TER)0.03%
Fund size (AUM)$15.4B
Since2013
Dividend yield1.44%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+33.1%
CAGR 3YN/A+15.4%
CAGR 5YN/A+6.0%
Sharpe 3YN/A0.63
Volatility 1Y17.58%
Max drawdown-9.51%-42.89%

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

Similar to ESSC and SPSM