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FSCS vs MDY

First Trust SMID Capital Strength ETF vs State Street SPDR S&P MIDCAP 400 ETF Trust

FSCS

First Trust SMID Capital Strength ETF

Annual cost

0.60%

Fund size

$56M

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust

Annual cost

0.23%

Fund size

$26.4B

Key differences

Both FSCS and MDY are equity ETFs. FSCS charges 0.60% a year and MDY 0.23%. The main difference: MDY costs 0.37% less per year.

  • MDY costs 0.37% less per year.
  • MDY is much larger than FSCS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, MDY has delivered higher annualized returns.
  • MDY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FSCSMDY
Annual cost (TER)0.60%0.23%
Fund size (AUM)$56M$26.4B
Since20171995
Dividend yield0.91%1.05%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+0.7%+21.5%
CAGR 3Y+10.7%+15.4%
CAGR 5Y+5.3%+7.6%
Sharpe 3Y0.500.69
Volatility 1Y12.79%15.64%
Max drawdown-43.57%-42.22%

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

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