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IVOO vs MDYV

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares vs State Street SPDR S&P 400 Mid Cap Value ETF

IVOO

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

Vanguard

Annual cost

0.07%

Fund size

$5.4B

MDYV

State Street SPDR S&P 400 Mid Cap Value ETF

State Street Investment Management

Annual cost

0.15%

Fund size

$2.6B

Key differences

  • IVOO costs 0.08% less per year.
  • Over the last 3 years, IVOO has delivered higher annualized returns.
  • MDYV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IVOOMDYV
Annual cost (TER)0.07%0.15%
Fund size (AUM)$5.4B$2.6B
Since20102005
Dividend yield1.23%1.73%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.7%+20.7%
CAGR 3Y+16.1%+14.2%
CAGR 5Y+7.8%+7.1%
Sharpe 3Y0.720.63
Volatility 1Y15.69%15.41%
Max drawdown-42.33%-45.90%

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

Similar to IVOO and MDYV