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SPDR made investors more money ($213B) and had more funds that made money (78%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one us stocks fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund.
| BOX SCORE · US STOCKS | MFS | SPDR |
|---|---|---|
| Funds in the category | 5 | 25 |
| Made money (W–L) | 3–1 | 20–4 |
| Win % | 75% | 83% |
| Money made | $111M | $18.5B |
| Typical return | +15.1% | +16.0% |
| Launches · 2026 | 1 | 0 |
| Assets | $1.2B | $149B |
| Fee per $100 | $0.45 | $0.14 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| MFSV | MFS Active Value ETF | $674M | +18.1% ✓ |
| MFSG | MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF | $396M | −0.9% ✕ |
| BRCE | MFS Active Exchange Traded Funds Trust - MFS Blended Research Core Equity ETF | $54M | +15.1% ✓ |
| MMID | MFS Active Exchange Traded Funds Trust - MFS Active Mid Cap ETF | $38M | +14.5% ✓ |
| BRSM | MFS Blended Research Small-Mid Cap ETF | $28M | — |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | $45.5B | +10.9% ✓ |
| MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | $25.8B | +15.6% ✓ |
| SPMD | State Street SPDR Portfolio S&P 400 Mid Cap ETF | $18.9B | +16.0% ✓ |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | $16.2B | +21.9% ✓ |
| SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $14.3B | +12.3% ✓ |
| SLYV | State Street SPDR S&P 600 Small Cap Value ETF | $5.0B | +24.0% ✓ |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.