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MDYV vs FMDE

State Street SPDR S&P 400 Mid Cap Value ETF vs Fidelity Enhanced Mid Cap Core ETF

MDYV

State Street SPDR S&P 400 Mid Cap Value ETF

Annual cost

0.15%

Fund size

$2.6B

FMDE

Fidelity Enhanced Mid Cap Core ETF

Annual cost

0.23%

Fund size

$7.0B

Key differences

Both MDYV and FMDE are equity ETFs. MDYV charges 0.15% a year and FMDE 0.23%. The main difference: MDYV follows a index tracking strategy; FMDE uses index enhanced.

  • MDYV follows a index tracking strategy; FMDE uses index enhanced.
  • MDYV costs 0.08% less per year.

Side-by-side comparison

MDYVFMDE
Annual cost (TER)0.15%0.23%
Fund size (AUM)$2.6B$7.0B
Since20052007
Dividend yield1.74%1.11%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+20.6%+18.7%
CAGR 3Y+15.3%N/A
CAGR 5Y+7.4%N/A
Sharpe 3Y0.68N/A
Volatility 1Y15.23%13.75%
Max drawdown-45.90%-21.10%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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