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NANR vs SPYM

State Street SPDR S&P North American Natural Resources ETF vs State Street SPDR Portfolio S&P 500 ETF

NANR

State Street SPDR S&P North American Natural Resources ETF

Annual cost

0.35%

Fund size

$795M

SPYM

State Street SPDR Portfolio S&P 500 ETF

Annual cost

0.02%

Fund size

$137.6B

Key differences

  • SPYM costs 0.33% less per year.
  • SPYM is significantly larger than NANR — larger funds tend to be more liquid and less likely to close.
  • NANR is classified as alternative, while SPYM is equity — different risk/return profiles.
  • Over the last 3 years, SPYM has delivered higher annualized returns.
  • SPYM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NANRSPYM
Annual cost (TER)0.35%0.02%
Fund size (AUM)$795M$137.6B
Since20152005
Dividend yield1.45%1.05%
Asset classalternativeequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+53.9%+31.2%
CAGR 3Y+19.1%+23.1%
CAGR 5Y+16.6%+14.4%
Sharpe 3Y0.811.25
Volatility 1Y18.21%11.95%
Max drawdown-49.15%-33.87%

Similar to NANR and SPYM