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SPY vs MDY

State Street SPDR S&P 500 ETF Trust vs State Street SPDR S&P MIDCAP 400 ETF Trust

SPY

State Street SPDR S&P 500 ETF Trust

State Street Investment Management

Annual cost

0.09%

Fund size

$735.1B

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust

State Street Investment Management

Annual cost

0.23%

Fund size

$26.0B

Key differences

  • SPY costs 0.14% less per year.
  • SPY is significantly larger than MDY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPY has delivered higher annualized returns.

Side-by-side comparison

SPYMDY
Annual cost (TER)0.09%0.23%
Fund size (AUM)$735.1B$26.0B
Since19931995
Dividend yield1.03%1.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.4%+24.3%
CAGR 3Y+23.1%+15.7%
CAGR 5Y+14.0%+7.5%
Sharpe 3Y1.220.70
Volatility 1Y12.00%15.61%
Max drawdown-33.72%-42.22%

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

Similar to SPY and MDY