Skip to content
Beacon
Screener

SPMD vs IJH

State Street SPDR Portfolio S&P 400 Mid Cap ETF vs iShares Core S&P Mid-Cap ETF

SPMD

State Street SPDR Portfolio S&P 400 Mid Cap ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$17.0B

IJH

iShares Core S&P Mid-Cap ETF

iShares

Annual cost

0.05%

Fund size

$115.7B

Key differences

  • IJH is significantly larger than SPMD — larger funds tend to be more liquid and less likely to close.
  • IJH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPMDIJH
Annual cost (TER)0.03%0.05%
Fund size (AUM)$17.0B$115.7B
Since20052000
Dividend yield1.27%1.22%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.8%+24.7%
CAGR 3Y+16.3%+16.0%
CAGR 5Y+8.4%+7.8%
Sharpe 3Y0.730.72
Volatility 1Y15.76%15.66%
Max drawdown-41.86%-42.18%

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

Similar to SPMD and IJH