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SPSM vs IJT

State Street SPDR Portfolio S&P 600 Small Cap ETF vs iShares S&P Small-Cap 600 Growth ETF

SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$15.4B

IJT

iShares S&P Small-Cap 600 Growth ETF

iShares

Annual cost

0.18%

Fund size

$7.3B

Key differences

  • SPSM costs 0.15% less per year.
  • IJT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPSMIJT
Annual cost (TER)0.03%0.18%
Fund size (AUM)$15.4B$7.3B
Since20132000
Dividend yield1.44%0.77%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.1%+28.1%
CAGR 3Y+15.4%+15.7%
CAGR 5Y+6.0%+5.9%
Sharpe 3Y0.630.65
Volatility 1Y17.58%17.64%
Max drawdown-42.89%-42.03%

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

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