Screener
SPGM vs SCZ
State Street SPDR Portfolio MSCI Global Stock Market ETF vs iShares MSCI EAFE Small-Cap ETF
Key differences
- SPGM costs 0.31% less per year.
- SCZ is significantly larger than SPGM — larger funds tend to be more liquid and less likely to close.
- SPGM covers global markets; SCZ covers global ex us.
- Over the last 3 years, SPGM has delivered higher annualized returns.
- SCZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPGM | SCZ | |
|---|---|---|
| Annual cost (TER) | 0.09% | 0.40% |
| Fund size (AUM) | $1.6B | $14.4B |
| Since | 2012 | 2007 |
| Dividend yield | 1.75% | 3.05% |
| Asset class | equity | equity |
| Region | global | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +33.8% | +27.0% |
| CAGR 3Y | +21.9% | +15.7% |
| CAGR 5Y | +12.0% | +5.8% |
| Sharpe 3Y | 1.20 | 0.81 |
| Volatility 1Y | 12.96% | 14.44% |
| Max drawdown | -33.97% | -41.07% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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