MHE vs SPY

Quick Verdict

SPY offers more diversification with 503 holdings.

Lower Fees: TiedHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricMHESPYWinner
Expense Ratio-0.09%
AUM-$789.1B
Dividend Yield-1.01%
Holdings0505
YTD Return-+13.79%
1Y Return-+23.66%
3Y Return (annualized)-+21.40%
5Y Return (annualized)-+13.37%
Volatility (annualized)-15.3%
Max Drawdown--56.5%
Fund FamilyBlackRock Massachusetts Tax-Exempt TrustState Street Investment Management
Category-Equity
Inception-Jan 22, 1993

MHE vs SPY Performance

BlackRock Massachusetts Tax-Exempt Trust (MHE) is a ETF from BlackRock Massachusetts Tax-Exempt Trust and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management.

Frequently Asked Questions

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