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SPMD vs SPYM

State Street SPDR Portfolio S&P 400 Mid Cap ETF vs State Street SPDR Portfolio S&P 500 ETF

SPMD

State Street SPDR Portfolio S&P 400 Mid Cap ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$17.0B

SPYM

State Street SPDR Portfolio S&P 500 ETF

State Street Investment Management

Annual cost

0.02%

Fund size

$137.6B

Key differences

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

Side-by-side comparison

SPMDSPYM
Annual cost (TER)0.03%0.02%
Fund size (AUM)$17.0B$137.6B
Since20052005
Dividend yield1.27%1.05%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.8%+29.4%
CAGR 3Y+16.3%+23.2%
CAGR 5Y+8.4%+14.0%
Sharpe 3Y0.731.25
Volatility 1Y15.76%11.96%
Max drawdown-41.86%-33.87%

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

Similar to SPMD and SPYM