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MDY vs SPYM

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

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust

State Street Investment Management

Annual cost

0.23%

Fund size

$26.0B

SPYM

State Street SPDR Portfolio S&P 500 ETF

State Street Investment Management

Annual cost

0.02%

Fund size

$137.6B

Key differences

  • SPYM costs 0.21% less per year.
  • SPYM is significantly larger than MDY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPYM has delivered higher annualized returns.
  • MDY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MDYSPYM
Annual cost (TER)0.23%0.02%
Fund size (AUM)$26.0B$137.6B
Since19952005
Dividend yield1.07%1.05%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.3%+29.4%
CAGR 3Y+15.7%+23.2%
CAGR 5Y+7.5%+14.0%
Sharpe 3Y0.701.25
Volatility 1Y15.61%11.96%
Max drawdown-42.22%-33.87%

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

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