Screener
SPMD vs FSCS
State Street SPDR Portfolio S&P 400 Mid Cap ETF vs First Trust SMID Capital Strength ETF
Key differences
Both SPMD and FSCS are equity ETFs. SPMD charges 0.03% a year and FSCS 0.60%. The main difference: SPMD costs 0.57% less per year.
- SPMD costs 0.57% less per year.
- SPMD is much larger than FSCS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SPMD has delivered higher annualized returns.
- SPMD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPMD | FSCS | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.60% |
| Fund size (AUM) | $17.5B | $56M |
| Since | 2005 | 2017 |
| Dividend yield | 1.24% | 0.91% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +26.1% | +2.3% |
| CAGR 3Y | +15.6% | +9.9% |
| CAGR 5Y | +8.5% | +5.6% |
| Sharpe 3Y | 0.70 | 0.45 |
| Volatility 1Y | 15.91% | 12.82% |
| Max drawdown | -41.86% | -43.57% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.