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SPWO vs SPSM

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

SPWO

SP Funds S&P World ETF

SP Funds

Annual cost

0.55%

Fund size

$156M

SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$15.4B

Key differences

  • SPSM costs 0.52% less per year.
  • SPSM is significantly larger than SPWO — larger funds tend to be more liquid and less likely to close.
  • SPWO covers global markets; SPSM covers north america.
  • SPSM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPWOSPSM
Annual cost (TER)0.55%0.03%
Fund size (AUM)$156M$15.4B
Since20232013
Dividend yield1.13%1.44%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+41.8%+33.1%
CAGR 3YN/A+15.4%
CAGR 5YN/A+6.0%
Sharpe 3YN/A0.63
Volatility 1Y19.36%17.58%
Max drawdown-18.02%-42.89%

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

Similar to SPWO and SPSM