MFEM vs SPGM

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Quick Verdict

SPGM has a lower expense ratio. MFEM delivered stronger 1-year returns. SPGM offers more diversification with 2954 holdings.

Side-by-Side Comparison

MetricMFEMSPGM
Fund FamilyPIMCO (US)SPDR State Street Global Advisors
Expense Ratio0.49%0.09%
AUM$127M$1.5B
Dividend Yield2.32%1.80%
Holdings Count7722,954
Inception Date2017-08-312012-02-27
Investment StyleLarge Cap ValueLarge Cap Blend
1-Month Return+9.42%+3.34%
YTD Return+7.98%+2.71%
1-Year Return+37.08%+23.81%
3-Year Return+15.74%+19.04%
5-Year Return+7.46%+12.35%
10-Year Return-+5.47%
Buy Score6876
Momentum Score7959
Value Score5371

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, MFEM or SPGM?

MFEM has an expense ratio of 0.49% while SPGM charges 0.09%. SPGM is the cheaper option, saving you money on management fees over time.

Do MFEM and SPGM hold the same stocks?

MFEM and SPGM share 0 common holdings with a 0.0% weight overlap. They hold 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, MFEM or SPGM?

Over the past year, MFEM returned +37.08% while SPGM returned +23.81%. MFEM outperformed over this period. Past performance does not guarantee future results.