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GROZ vs MDYG

Zacks Focus Growth ETF vs State Street SPDR S&P 400 Mid Cap Growth ETF

GROZ

Zacks Focus Growth ETF

Annual cost

0.55%

Fund size

$90M

MDYG

State Street SPDR S&P 400 Mid Cap Growth ETF

Annual cost

0.15%

Fund size

$2.8B

Key differences

Both GROZ and MDYG are equity ETFs. GROZ charges 0.55% a year and MDYG 0.15%. The main difference: GROZ follows a active selection strategy; MDYG uses index tracking.

  • GROZ follows a active selection strategy; MDYG uses index tracking.
  • MDYG costs 0.40% less per year.
  • MDYG is much larger than GROZ. Larger funds are usually more liquid and less likely to close.
  • MDYG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GROZMDYG
Annual cost (TER)0.55%0.15%
Fund size (AUM)$90M$2.8B
Since20242005
Dividend yield0.04%0.62%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+24.8%+26.6%
CAGR 3YN/A+18.6%
CAGR 5YN/A+7.9%
Sharpe 3YN/A0.81
Volatility 1Y15.54%17.26%
Max drawdown-23.33%-39.28%

Similar to GROZ and MDYG