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SPWO vs SLYV

SP Funds S&P World ETF vs State Street SPDR S&P 600 Small Cap Value ETF

SPWO

SP Funds S&P World ETF

SP Funds

Annual cost

0.55%

Fund size

$156M

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

  • SLYV costs 0.40% less per year.
  • SLYV is significantly larger than SPWO — larger funds tend to be more liquid and less likely to close.
  • SPWO covers global markets; SLYV covers north america.
  • SLYV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPWOSLYV
Annual cost (TER)0.55%0.15%
Fund size (AUM)$156M$4.6B
Since20232000
Dividend yield1.13%1.84%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+46.8%+38.7%
CAGR 3YN/A+14.8%
CAGR 5YN/A+5.8%
Sharpe 3YN/A0.59
Volatility 1Y19.56%18.43%
Max drawdown-18.02%-47.73%

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

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