Skip to content
Beacon
Screener

MDYV vs IMCV

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

MDYV

State Street SPDR S&P 400 Mid Cap Value ETF

State Street Investment Management

Annual cost

0.15%

Fund size

$2.6B

IMCV

iShares Morningstar Mid-Cap Value ETF

iShares

Annual cost

0.06%

Fund size

$1.0B

Key differences

  • IMCV costs 0.09% less per year.
  • Over the last 3 years, IMCV has delivered higher annualized returns.

Side-by-side comparison

MDYVIMCV
Annual cost (TER)0.15%0.06%
Fund size (AUM)$2.6B$1.0B
Since20052004
Dividend yield1.73%1.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.7%+24.5%
CAGR 3Y+14.2%+16.7%
CAGR 5Y+7.1%+8.8%
Sharpe 3Y0.630.91
Volatility 1Y15.41%11.83%
Max drawdown-45.90%-46.33%

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

Similar to MDYV and IMCV