SPSM vs XLV
State Street SPDR Portfolio S&P 600 Small Cap ETF vs State Street Health Care Select Sector SPDR ETF
Last updated: 2026-04-02
State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) is an exchange-traded fund issued by State Street that provides exposure to small-cap U.S. equities with higher growth potential and volatility. It charges a very low expense ratio of 0.03%. The fund offers a moderate dividend yield of 1.58%. Launched in 2013, the fund has a 13-year track record.
State Street Health Care Select Sector SPDR ETF (XLV) is an exchange-traded fund issued by State Street that provides exposure to us sector - healthcare securities. It charges a low expense ratio of 0.09%. The fund offers a moderate dividend yield of 1.70%. Launched in 1998, the fund has a 28-year track record.
Quick Verdict
SPSM has a slightly lower expense ratio (0.03% vs 0.09%), saving about $119 per $10,000 over 10 years. Over the past year, SPSM has significantly outperformed with a 17.2% return vs 2.2%.
Key Metrics
Performance Chart
Indexed to 100 at start (5-year comparison)
Performance Comparison
Fee Impact Over Time
Estimated fee cost difference assuming 8% annual returns
Risk Metrics
Based on 5 years of daily returns
Dividend Comparison
Which One Should You Choose?
Choose SPSM if...
you want the lowest fees and plan to buy and hold long-term. Over decades, the expense ratio difference compounds significantly.
Choose SPSM if...
recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.