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SPYV vs SPSM

State Street SPDR Portfolio S&P 500 Value ETF vs State Street SPDR Portfolio S&P 600 Small Cap ETF

SPYV

State Street SPDR Portfolio S&P 500 Value ETF

State Street Investment Management

Annual cost

0.04%

Fund size

$33.7B

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

  • Over the last 3 years, SPYV has delivered higher annualized returns.
  • SPYV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPYVSPSM
Annual cost (TER)0.04%0.03%
Fund size (AUM)$33.7B$15.4B
Since20002013
Dividend yield1.72%1.44%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.4%+33.1%
CAGR 3Y+16.6%+15.4%
CAGR 5Y+11.0%+6.0%
Sharpe 3Y1.010.63
Volatility 1Y10.00%17.58%
Max drawdown-36.89%-42.89%

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

Similar to SPYV and SPSM