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KCE vs MDY

State Street SPDR S&P Capital Markets ETF vs State Street SPDR S&P MIDCAP 400 ETF Trust

KCE

State Street SPDR S&P Capital Markets ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$456M

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust

State Street Investment Management

Annual cost

0.23%

Fund size

$26.0B

Key differences

  • MDY costs 0.12% less per year.
  • MDY is significantly larger than KCE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, KCE has delivered higher annualized returns.
  • MDY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KCEMDY
Annual cost (TER)0.35%0.23%
Fund size (AUM)$456M$26.0B
Since20051995
Dividend yield1.70%1.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+15.1%+24.3%
CAGR 3Y+26.5%+15.7%
CAGR 5Y+12.9%+7.5%
Sharpe 3Y1.050.70
Volatility 1Y19.67%15.61%
Max drawdown-40.78%-42.22%

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

Similar to KCE and MDY