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MDY vs SPY

State Street SPDR S&P MIDCAP 400 ETF Trust vs State Street SPDR S&P 500 ETF Trust

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust

State Street Investment Management

Annual cost

0.23%

Fund size

$26.0B

SPY

State Street SPDR S&P 500 ETF Trust

State Street Investment Management

Annual cost

0.09%

Fund size

$735.1B

Key differences

  • SPY costs 0.14% less per year.
  • SPY is significantly larger than MDY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPY has delivered higher annualized returns.

Side-by-side comparison

MDYSPY
Annual cost (TER)0.23%0.09%
Fund size (AUM)$26.0B$735.1B
Since19951993
Dividend yield1.07%1.03%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.3%+29.4%
CAGR 3Y+15.7%+23.1%
CAGR 5Y+7.5%+14.0%
Sharpe 3Y0.701.22
Volatility 1Y15.61%12.00%
Max drawdown-42.22%-33.72%

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

Similar to MDY and SPY