Skip to content
Beacon
Screener

ESUM vs SPSM

Strategy Shares - Eventide US Market ETF vs State Street SPDR Portfolio S&P 600 Small Cap ETF

ESUM

Strategy Shares - Eventide US Market 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

Side-by-side comparison

ESUMSPSM
Annual cost (TER)0.03%
Fund size (AUM)$15.4B
Since2013
Dividend yield1.44%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.2%+33.1%
CAGR 3YN/A+15.4%
CAGR 5YN/A+6.0%
Sharpe 3YN/A0.63
Volatility 1Y13.11%17.58%
Max drawdown-17.70%-42.89%

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

Similar to ESUM and SPSM