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MDYV vs IJK

State Street SPDR S&P 400 Mid Cap Value ETF vs iShares S&P Mid-Cap 400 Growth ETF

MDYV

State Street SPDR S&P 400 Mid Cap Value ETF

State Street Investment Management

Annual cost

0.15%

Fund size

$2.6B

IJK

iShares S&P Mid-Cap 400 Growth ETF

iShares

Annual cost

0.17%

Fund size

$10.6B

Key differences

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

Side-by-side comparison

MDYVIJK
Annual cost (TER)0.15%0.17%
Fund size (AUM)$2.6B$10.6B
Since20052000
Dividend yield1.73%0.57%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.7%+28.2%
CAGR 3Y+14.2%+17.6%
CAGR 5Y+7.1%+8.1%
Sharpe 3Y0.630.77
Volatility 1Y15.41%17.09%
Max drawdown-45.90%-39.25%

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

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