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MIDE vs EFIV

Xtrackers S&P MidCap 400 Scored & Screened ETF vs State Street SPDR S&P 500 ESG ETF

MIDE

Xtrackers S&P MidCap 400 Scored & Screened ETF

Xtrackers

Annual cost

0.15%

Fund size

$4M

EFIV

State Street SPDR S&P 500 ESG ETF

State Street Investment Management

Annual cost

0.10%

Fund size

$1.2B

Key differences

  • EFIV is significantly larger than MIDE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, EFIV has delivered higher annualized returns.

Side-by-side comparison

MIDEEFIV
Annual cost (TER)0.15%0.10%
Fund size (AUM)$4M$1.2B
Since20212020
Dividend yield1.37%0.98%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.9%+32.0%
CAGR 3Y+16.3%+22.8%
CAGR 5Y+7.8%+14.6%
Sharpe 3Y0.731.22
Volatility 1Y15.95%11.91%
Max drawdown-24.59%-24.52%

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

Similar to MIDE and EFIV