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MDY vs IVOO

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

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust

State Street Investment Management

Annual cost

0.23%

Fund size

$26.0B

IVOO

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

Vanguard

Annual cost

0.07%

Fund size

$5.4B

Key differences

  • IVOO costs 0.16% less per year.
  • MDY is significantly larger than IVOO — larger funds tend to be more liquid and less likely to close.
  • MDY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MDYIVOO
Annual cost (TER)0.23%0.07%
Fund size (AUM)$26.0B$5.4B
Since19952010
Dividend yield1.07%1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.3%+24.7%
CAGR 3Y+15.7%+16.1%
CAGR 5Y+7.5%+7.8%
Sharpe 3Y0.700.72
Volatility 1Y15.61%15.69%
Max drawdown-42.22%-42.33%

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

Similar to MDY and IVOO