Skip to content
Beacon
Screener

SPSM vs SLYV

State Street SPDR Portfolio S&P 600 Small Cap ETF vs State Street SPDR S&P 600 Small Cap Value ETF

SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$15.4B

SLYV

State Street SPDR S&P 600 Small Cap Value ETF

State Street Investment Management

Annual cost

0.15%

Fund size

$4.6B

Key differences

  • SPSM costs 0.12% less per year.
  • SPSM is significantly larger than SLYV — larger funds tend to be more liquid and less likely to close.
  • SLYV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPSMSLYV
Annual cost (TER)0.03%0.15%
Fund size (AUM)$15.4B$4.6B
Since20132000
Dividend yield1.44%1.84%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.1%+38.7%
CAGR 3Y+15.4%+14.8%
CAGR 5Y+6.0%+5.8%
Sharpe 3Y0.630.59
Volatility 1Y17.58%18.43%
Max drawdown-42.89%-47.73%

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

Similar to SPSM and SLYV