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IVOO vs VOE

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

IVOO

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

Vanguard

Annual cost

0.07%

Fund size

$5.4B

VOE

Vanguard Mid-Cap Value Index Fund

Vanguard

Annual cost

0.05%

Fund size

$36.7B

Key differences

  • VOE is significantly larger than IVOO — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

IVOOVOE
Annual cost (TER)0.07%0.05%
Fund size (AUM)$5.4B$36.7B
Since20102006
Dividend yield1.23%1.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.7%+23.7%
CAGR 3Y+16.1%+16.6%
CAGR 5Y+7.8%+8.6%
Sharpe 3Y0.720.92
Volatility 1Y15.69%11.61%
Max drawdown-42.33%-43.18%

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

Similar to IVOO and VOE