Skip to content
Beacon
Screener

SPYV vs SPMD

State Street SPDR Portfolio S&P 500 Value ETF vs State Street SPDR Portfolio S&P 400 Mid Cap ETF

SPYV

State Street SPDR Portfolio S&P 500 Value ETF

State Street Investment Management

Annual cost

0.04%

Fund size

$33.7B

SPMD

State Street SPDR Portfolio S&P 400 Mid Cap ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$17.0B

Key differences

  • SPYV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPYVSPMD
Annual cost (TER)0.04%0.03%
Fund size (AUM)$33.7B$17.0B
Since20002005
Dividend yield1.72%1.27%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.4%+26.8%
CAGR 3Y+16.6%+16.3%
CAGR 5Y+11.0%+8.4%
Sharpe 3Y1.010.73
Volatility 1Y10.00%15.76%
Max drawdown-36.89%-41.86%

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

Similar to SPYV and SPMD