Screener
FSGS vs SPMD
First Trust SMID Growth Strength ETF vs State Street SPDR Portfolio S&P 400 Mid Cap ETF
Key differences
Both FSGS and SPMD are equity ETFs. FSGS charges 0.61% a year and SPMD 0.03%. The main difference: SPMD costs 0.58% less per year.
- SPMD costs 0.58% less per year.
- SPMD is much larger than FSGS. 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
| FSGS | SPMD | |
|---|---|---|
| Annual cost (TER) | 0.61% | 0.03% |
| Fund size (AUM) | $29M | $17.5B |
| Since | 2017 | 2005 |
| Dividend yield | 0.00% | 1.24% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.9% | +26.1% |
| CAGR 3Y | +6.4% | +15.6% |
| CAGR 5Y | +2.4% | +8.5% |
| Sharpe 3Y | 0.23 | 0.70 |
| Volatility 1Y | 15.31% | 15.91% |
| Max drawdown | -43.25% | -41.86% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.