Skip to content
Beacon
Screener

SPXN vs SPSM

ProShares S&P 500 ex-Financials ETF vs State Street SPDR Portfolio S&P 600 Small Cap ETF

SPXN

ProShares S&P 500 ex-Financials ETF

ProShares

Annual cost

0.09%

Fund size

$74M

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 0.06% less per year.
  • SPSM is significantly larger than SPXN — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPXN has delivered higher annualized returns.

Side-by-side comparison

SPXNSPSM
Annual cost (TER)0.09%0.03%
Fund size (AUM)$74M$15.4B
Since20152013
Dividend yield0.93%1.44%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.8%+33.1%
CAGR 3Y+24.0%+15.4%
CAGR 5Y+14.9%+6.0%
Sharpe 3Y1.240.63
Volatility 1Y12.83%17.58%
Max drawdown-32.10%-42.89%

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

Similar to SPXN and SPSM