Skip to content
Beacon
Screener

SPMD vs IJK

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

SPMD

State Street SPDR Portfolio S&P 400 Mid Cap ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$17.0B

IJK

iShares S&P Mid-Cap 400 Growth ETF

iShares

Annual cost

0.17%

Fund size

$10.6B

Key differences

  • SPMD costs 0.14% less per year.
  • Over the last 3 years, IJK has delivered higher annualized returns.
  • IJK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPMDIJK
Annual cost (TER)0.03%0.17%
Fund size (AUM)$17.0B$10.6B
Since20052000
Dividend yield1.27%0.57%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.8%+28.2%
CAGR 3Y+16.3%+17.6%
CAGR 5Y+8.4%+8.1%
Sharpe 3Y0.730.77
Volatility 1Y15.76%17.09%
Max drawdown-41.86%-39.25%

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

Similar to SPMD and IJK