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SPMD vs KCE

State Street SPDR Portfolio S&P 400 Mid Cap ETF vs State Street SPDR S&P Capital Markets ETF

SPMD

State Street SPDR Portfolio S&P 400 Mid Cap ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$17.0B

KCE

State Street SPDR S&P Capital Markets ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$456M

Key differences

  • SPMD costs 0.32% less per year.
  • SPMD is significantly larger than KCE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, KCE has delivered higher annualized returns.

Side-by-side comparison

SPMDKCE
Annual cost (TER)0.03%0.35%
Fund size (AUM)$17.0B$456M
Since20052005
Dividend yield1.27%1.70%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.8%+15.1%
CAGR 3Y+16.3%+26.5%
CAGR 5Y+8.4%+12.9%
Sharpe 3Y0.731.05
Volatility 1Y15.76%19.67%
Max drawdown-41.86%-40.78%

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

Similar to SPMD and KCE