Skip to content
Beacon
Screener

MDYV vs IVOO

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

MDYV

State Street SPDR S&P 400 Mid Cap Value ETF

State Street Investment Management

Annual cost

0.15%

Fund size

$2.6B

IVOO

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

Vanguard

Annual cost

0.07%

Fund size

$5.4B

Key differences

  • IVOO costs 0.08% less per year.
  • Over the last 3 years, IVOO has delivered higher annualized returns.
  • MDYV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MDYVIVOO
Annual cost (TER)0.15%0.07%
Fund size (AUM)$2.6B$5.4B
Since20052010
Dividend yield1.73%1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.7%+24.7%
CAGR 3Y+14.2%+16.1%
CAGR 5Y+7.1%+7.8%
Sharpe 3Y0.630.72
Volatility 1Y15.41%15.69%
Max drawdown-45.90%-42.33%

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

Similar to MDYV and IVOO