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SPEU vs IEUS

State Street SPDR Portfolio Europe ETF vs iShares MSCI Europe Small-Cap ETF

SPEU

State Street SPDR Portfolio Europe ETF

State Street Investment Management

Annual cost

0.07%

Fund size

$721M

IEUS

iShares MSCI Europe Small-Cap ETF

iShares

Annual cost

0.41%

Fund size

$187M

Key differences

  • SPEU costs 0.34% less per year.
  • SPEU is significantly larger than IEUS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPEU has delivered higher annualized returns.
  • SPEU has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPEUIEUS
Annual cost (TER)0.07%0.41%
Fund size (AUM)$721M$187M
Since20022007
Dividend yield3.43%3.05%
Asset classequityequity
Region
Strategyindex trackingindex tracking
CAGR 1Y+21.1%+17.0%
CAGR 3Y+16.4%+14.1%
CAGR 5Y+9.0%+3.7%
Sharpe 3Y0.840.62
Volatility 1Y15.46%15.90%
Max drawdown-36.83%-44.86%

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

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