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ESUM vs MDYV

Strategy Shares - Eventide US Market ETF vs State Street SPDR S&P 400 Mid Cap Value ETF

ESUM

Strategy Shares - Eventide US Market ETF

Annual cost

Fund size

MDYV

State Street SPDR S&P 400 Mid Cap Value ETF

State Street Investment Management

Annual cost

0.15%

Fund size

$2.6B

Side-by-side comparison

ESUMMDYV
Annual cost (TER)0.15%
Fund size (AUM)$2.6B
Since2005
Dividend yield1.73%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.2%+20.7%
CAGR 3YN/A+14.2%
CAGR 5YN/A+7.1%
Sharpe 3YN/A0.63
Volatility 1Y13.11%15.41%
Max drawdown-17.70%-45.90%

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

Similar to ESUM and MDYV