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ESUM vs SPMD

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

ESUM

Strategy Shares - Eventide US Market ETF

Annual cost

Fund size

SPMD

State Street SPDR Portfolio S&P 400 Mid Cap ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$17.0B

Side-by-side comparison

ESUMSPMD
Annual cost (TER)0.03%
Fund size (AUM)$17.0B
Since2005
Dividend yield1.27%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.2%+26.8%
CAGR 3YN/A+16.3%
CAGR 5YN/A+8.4%
Sharpe 3YN/A0.73
Volatility 1Y13.11%15.76%
Max drawdown-17.70%-41.86%

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

Similar to ESUM and SPMD