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FSCS vs SPMD

First Trust SMID Capital Strength ETF vs State Street SPDR Portfolio S&P 400 Mid Cap ETF

FSCS

First Trust SMID Capital Strength ETF

Annual cost

0.60%

Fund size

$56M

SPMD

State Street SPDR Portfolio S&P 400 Mid Cap ETF

Annual cost

0.03%

Fund size

$17.5B

Key differences

Both FSCS and SPMD are equity ETFs. FSCS charges 0.60% a year and SPMD 0.03%. The main difference: SPMD costs 0.57% less per year.

  • SPMD costs 0.57% less per year.
  • SPMD is much larger than FSCS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SPMD has delivered higher annualized returns.
  • SPMD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FSCSSPMD
Annual cost (TER)0.60%0.03%
Fund size (AUM)$56M$17.5B
Since20172005
Dividend yield0.91%1.24%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+0.7%+21.9%
CAGR 3Y+10.7%+15.7%
CAGR 5Y+5.3%+7.9%
Sharpe 3Y0.500.71
Volatility 1Y12.79%15.72%
Max drawdown-43.57%-41.86%

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

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