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FSCS vs SPSM

First Trust SMID Capital Strength ETF vs State Street SPDR Portfolio S&P 600 Small Cap ETF

FSCS

First Trust SMID Capital Strength ETF

Annual cost

0.60%

Fund size

$56M

SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF

Annual cost

0.03%

Fund size

$15.7B

Key differences

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

  • SPSM costs 0.57% less per year.
  • SPSM is much larger than FSCS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SPSM has delivered higher annualized returns.

Side-by-side comparison

FSCSSPSM
Annual cost (TER)0.60%0.03%
Fund size (AUM)$56M$15.7B
Since20172013
Dividend yield0.91%1.42%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+0.7%+29.6%
CAGR 3Y+10.7%+15.4%
CAGR 5Y+5.3%+5.8%
Sharpe 3Y0.500.63
Volatility 1Y12.79%17.54%
Max drawdown-43.57%-42.89%

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

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