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SPMD vs MDY

State Street SPDR Portfolio S&P 400 Mid Cap ETF vs State Street SPDR S&P MIDCAP 400 ETF Trust

SPMD

State Street SPDR Portfolio S&P 400 Mid Cap ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$17.0B

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust

State Street Investment Management

Annual cost

0.23%

Fund size

$26.0B

Key differences

  • SPMD costs 0.20% less per year.
  • MDY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPMDMDY
Annual cost (TER)0.03%0.23%
Fund size (AUM)$17.0B$26.0B
Since20051995
Dividend yield1.27%1.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.8%+24.3%
CAGR 3Y+16.3%+15.7%
CAGR 5Y+8.4%+7.5%
Sharpe 3Y0.730.70
Volatility 1Y15.76%15.61%
Max drawdown-41.86%-42.22%

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

Similar to SPMD and MDY