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KCE vs MDYV

State Street SPDR S&P Capital Markets ETF vs State Street SPDR S&P 400 Mid Cap Value ETF

KCE

State Street SPDR S&P Capital Markets ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$456M

MDYV

State Street SPDR S&P 400 Mid Cap Value ETF

State Street Investment Management

Annual cost

0.15%

Fund size

$2.6B

Key differences

  • MDYV costs 0.20% less per year.
  • MDYV 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.

Side-by-side comparison

KCEMDYV
Annual cost (TER)0.35%0.15%
Fund size (AUM)$456M$2.6B
Since20052005
Dividend yield1.70%1.73%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+15.1%+20.7%
CAGR 3Y+26.5%+14.2%
CAGR 5Y+12.9%+7.1%
Sharpe 3Y1.050.63
Volatility 1Y19.67%15.41%
Max drawdown-40.78%-45.90%

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

Similar to KCE and MDYV