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MDYG vs VOT

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

MDYG

State Street SPDR S&P 400 Mid Cap Growth ETF

State Street Investment Management

Annual cost

0.15%

Fund size

$2.7B

VOT

Vanguard Mid-Cap Growth Index Fund

Vanguard

Annual cost

0.05%

Fund size

$32.2B

Key differences

  • VOT costs 0.10% less per year.
  • VOT is significantly larger than MDYG — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, MDYG has delivered higher annualized returns.

Side-by-side comparison

MDYGVOT
Annual cost (TER)0.15%0.05%
Fund size (AUM)$2.7B$32.2B
Since20052006
Dividend yield0.65%0.65%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.3%+11.5%
CAGR 3Y+17.7%+16.0%
CAGR 5Y+8.1%+7.2%
Sharpe 3Y0.770.73
Volatility 1Y17.10%15.79%
Max drawdown-39.28%-37.19%

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

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