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MDY vs KCE

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

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust

State Street Investment Management

Annual cost

0.23%

Fund size

$26.0B

KCE

State Street SPDR S&P Capital Markets ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$456M

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

MDYKCE
Annual cost (TER)0.23%0.35%
Fund size (AUM)$26.0B$456M
Since19952005
Dividend yield1.07%1.70%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.3%+15.1%
CAGR 3Y+15.7%+26.5%
CAGR 5Y+7.5%+12.9%
Sharpe 3Y0.701.05
Volatility 1Y15.61%19.67%
Max drawdown-42.22%-40.78%

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

Similar to MDY and KCE