SPDR MSCI USA Small Cap Value Weighted UCITS ETF
0.30%
1.0B
1,045M USDHigh
112
Physical
Accumulating
USD
IE
MSCI USA Small Cap Value Weighted
SPDR
2014-11-26 (11 years)
With 1.0B in assets, this is a large fund — good liquidity and tight spreads.
A TER of 0.30% is in line with the market average (~0.35%).
Launched in 2014-11-26, this fund has 11 years of history — long and reliable track record.
High risk — suited for long-term investors comfortable with volatility.
Simulated from available data points. Past returns do not guarantee future results.
| Period | Ann. Return | Cumulative |
|---|---|---|
| 1 Month (est.) | — | +2.7% |
| 3 Months (est.) | — | +8.4% |
| 6 Months (est.) | — | +17.5% |
| YTD (est.) | — | +14.4% |
| 1 Year | +38.0% | +38.0% |
| 3 Years | +15.4% | +53.6% |
| 5 Years | +11.9% | +75.8% |
| Since inception (11y) | +21.8% | +773.9% |
112
66.4%
10.1%
18.8%
19.3%
3.04
0.69
0.50
0.30%
-26.3%
0.50
19.3%
Select your country in the menu to see available brokers and wrappers.
The SPDR MSCI USA Small Cap Value Weighted UCITS ETF tracks the MSCI USA Small Cap Value Weighted index. It is managed by SPDR using physical replication and follows a accumulating distribution policy. The fund is denominated in USD and domiciled in IE. It has a total expense ratio (TER) of 0.30%.
This ranking is for informational purposes only and does not constitute a recommendation to buy or sell any security. Displayed performance is simulated.