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MDY vs IJK

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

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust

State Street Investment Management

Annual cost

0.23%

Fund size

$26.0B

IJK

iShares S&P Mid-Cap 400 Growth ETF

iShares

Annual cost

0.17%

Fund size

$10.6B

Key differences

  • IJK costs 0.06% less per year.
  • Over the last 3 years, IJK has delivered higher annualized returns.
  • MDY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MDYIJK
Annual cost (TER)0.23%0.17%
Fund size (AUM)$26.0B$10.6B
Since19952000
Dividend yield1.07%0.57%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.3%+28.2%
CAGR 3Y+15.7%+17.6%
CAGR 5Y+7.5%+8.1%
Sharpe 3Y0.700.77
Volatility 1Y15.61%17.09%
Max drawdown-42.22%-39.25%

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

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