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SPYD vs SPYM

State Street SPDR Portfolio S&P 500 High Dividend ETF vs State Street SPDR Portfolio S&P 500 ETF

SPYD

State Street SPDR Portfolio S&P 500 High Dividend ETF

State Street Investment Management

Annual cost

0.07%

Fund size

$7.4B

SPYM

State Street SPDR Portfolio S&P 500 ETF

State Street Investment Management

Annual cost

0.02%

Fund size

$137.6B

Key differences

  • SPYM costs 0.05% less per year.
  • SPYM is significantly larger than SPYD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPYM has delivered higher annualized returns.
  • SPYM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPYDSPYM
Annual cost (TER)0.07%0.02%
Fund size (AUM)$7.4B$137.6B
Since20152005
Dividend yield4.23%1.05%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+18.8%+29.4%
CAGR 3Y+14.8%+23.2%
CAGR 5Y+6.9%+14.0%
Sharpe 3Y0.781.25
Volatility 1Y11.72%11.96%
Max drawdown-46.42%-33.87%

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

Similar to SPYD and SPYM