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KNOW vs SPTB

Fundamentals First ETF vs State Street SPDR Portfolio Treasury ETF

KNOW

Fundamentals First ETF

Mason Capital Partners

Annual cost

1.09%

Fund size

$7M

SPTB

State Street SPDR Portfolio Treasury ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$187M

Key differences

  • SPTB costs 1.06% less per year.
  • SPTB is significantly larger than KNOW — larger funds tend to be more liquid and less likely to close.
  • KNOW is classified as mixed asset, while SPTB is fixed income — different risk/return profiles.
  • KNOW follows a active selection strategy; SPTB uses index tracking.

Side-by-side comparison

KNOWSPTB
Annual cost (TER)1.09%0.03%
Fund size (AUM)$7M$187M
Since20242024
Dividend yield1.37%4.21%
Asset classmixed assetfixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+20.7%+4.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.74%3.68%
Max drawdown-15.99%-4.96%

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

Similar to KNOW and SPTB