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SPMD vs IVOO

State Street SPDR Portfolio S&P 400 Mid Cap ETF vs Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

SPMD

State Street SPDR Portfolio S&P 400 Mid Cap ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$17.0B

IVOO

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

Vanguard

Annual cost

0.07%

Fund size

$5.4B

Key differences

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

Side-by-side comparison

SPMDIVOO
Annual cost (TER)0.03%0.07%
Fund size (AUM)$17.0B$5.4B
Since20052010
Dividend yield1.27%1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.8%+24.7%
CAGR 3Y+16.3%+16.1%
CAGR 5Y+8.4%+7.8%
Sharpe 3Y0.730.72
Volatility 1Y15.76%15.69%
Max drawdown-41.86%-42.33%

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

Similar to SPMD and IVOO