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FITE vs SPYM

State Street SPDR S&P Kensho Future Security ETF vs State Street SPDR Portfolio S&P 500 ETF

FITE

State Street SPDR S&P Kensho Future Security ETF

Annual cost

0.45%

Fund size

$154M

SPYM

State Street SPDR Portfolio S&P 500 ETF

Annual cost

0.02%

Fund size

$148.1B

Key differences

Both FITE and SPYM are equity ETFs. FITE charges 0.45% a year and SPYM 0.02%. The main difference: FITE covers global markets; SPYM covers North America.

  • FITE covers global markets; SPYM covers North America.
  • SPYM costs 0.43% less per year.
  • SPYM is much larger than FITE. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FITE has delivered higher annualized returns.
  • SPYM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FITESPYM
Annual cost (TER)0.45%0.02%
Fund size (AUM)$154M$148.1B
Since20172005
Dividend yield0.15%0.99%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+50.3%+24.8%
CAGR 3Y+31.5%+21.9%
CAGR 5Y+16.3%+13.5%
Sharpe 3Y1.171.17
Volatility 1Y26.35%12.26%
Max drawdown-36.90%-33.87%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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