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KNOW vs SPTI

Fundamentals First ETF vs State Street SPDR Portfolio Intermediate Term Treasury ETF

KNOW

Fundamentals First ETF

Mason Capital Partners

Annual cost

1.09%

Fund size

$7M

SPTI

State Street SPDR Portfolio Intermediate Term Treasury ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$10.1B

Key differences

  • SPTI costs 1.06% less per year.
  • SPTI is significantly larger than KNOW — larger funds tend to be more liquid and less likely to close.
  • KNOW is classified as mixed asset, while SPTI is fixed income — different risk/return profiles.
  • KNOW follows a active selection strategy; SPTI uses index tracking.
  • SPTI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KNOWSPTI
Annual cost (TER)1.09%0.03%
Fund size (AUM)$7M$10.1B
Since20242007
Dividend yield1.37%3.82%
Asset classmixed assetfixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+20.7%+3.9%
CAGR 3YN/A+3.3%
CAGR 5YN/A+0.1%
Sharpe 3YN/A-0.03
Volatility 1Y9.74%3.44%
Max drawdown-15.99%-16.11%

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

Similar to KNOW and SPTI