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IJK vs SPMD

iShares S&P Mid-Cap 400 Growth ETF vs State Street SPDR Portfolio S&P 400 Mid Cap ETF

IJK

iShares S&P Mid-Cap 400 Growth ETF

iShares

Annual cost

0.17%

Fund size

$10.6B

SPMD

State Street SPDR Portfolio S&P 400 Mid Cap ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$17.0B

Key differences

  • SPMD costs 0.14% less per year.
  • Over the last 3 years, IJK has delivered higher annualized returns.
  • IJK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IJKSPMD
Annual cost (TER)0.17%0.03%
Fund size (AUM)$10.6B$17.0B
Since20002005
Dividend yield0.57%1.27%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.2%+26.8%
CAGR 3Y+17.6%+16.3%
CAGR 5Y+8.1%+8.4%
Sharpe 3Y0.770.73
Volatility 1Y17.09%15.76%
Max drawdown-39.25%-41.86%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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