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IUSG vs MDYG

iShares Core S&P U.S. Growth ETF vs State Street SPDR S&P 400 Mid Cap Growth ETF

IUSG

iShares Core S&P U.S. Growth ETF

iShares

Annual cost

0.04%

Fund size

$30.1B

MDYG

State Street SPDR S&P 400 Mid Cap Growth ETF

State Street Investment Management

Annual cost

0.15%

Fund size

$2.7B

Key differences

  • IUSG costs 0.11% less per year.
  • IUSG is significantly larger than MDYG — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IUSG has delivered higher annualized returns.
  • IUSG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IUSGMDYG
Annual cost (TER)0.04%0.15%
Fund size (AUM)$30.1B$2.7B
Since20002005
Dividend yield0.51%0.65%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+34.5%+28.3%
CAGR 3Y+28.1%+17.7%
CAGR 5Y+15.6%+8.1%
Sharpe 3Y1.230.77
Volatility 1Y15.81%17.10%
Max drawdown-32.35%-39.28%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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