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SPMD vs MDYG

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

MDYG

State Street SPDR S&P 400 Mid Cap Growth ETF

State Street Investment Management

Annual cost

0.15%

Fund size

$2.7B

Key differences

  • SPMD costs 0.12% less per year.
  • SPMD is significantly larger than MDYG — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, MDYG has delivered higher annualized returns.

Side-by-side comparison

SPMDMDYG
Annual cost (TER)0.03%0.15%
Fund size (AUM)$17.0B$2.7B
Since20052005
Dividend yield1.27%0.65%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.8%+28.3%
CAGR 3Y+16.3%+17.7%
CAGR 5Y+8.4%+8.1%
Sharpe 3Y0.730.77
Volatility 1Y15.76%17.10%
Max drawdown-41.86%-39.28%

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

Similar to SPMD and MDYG