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SPTM vs MDY

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF vs State Street SPDR S&P MIDCAP 400 ETF Trust

SPTM

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$13.0B

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust

State Street Investment Management

Annual cost

0.23%

Fund size

$26.0B

Key differences

  • SPTM costs 0.20% less per year.
  • Over the last 3 years, SPTM has delivered higher annualized returns.
  • MDY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPTMMDY
Annual cost (TER)0.03%0.23%
Fund size (AUM)$13.0B$26.0B
Since20001995
Dividend yield1.09%1.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.3%+24.3%
CAGR 3Y+22.6%+15.7%
CAGR 5Y+13.5%+7.5%
Sharpe 3Y1.210.70
Volatility 1Y12.05%15.61%
Max drawdown-34.67%-42.22%

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

Similar to SPTM and MDY