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MIDE vs USXF

Xtrackers S&P MidCap 400 Scored & Screened ETF vs iShares ESG Advanced MSCI USA ETF

MIDE

Xtrackers S&P MidCap 400 Scored & Screened ETF

Xtrackers

Annual cost

0.15%

Fund size

$4M

USXF

iShares ESG Advanced MSCI USA ETF

iShares

Annual cost

0.10%

Fund size

$1.3B

Key differences

  • USXF is significantly larger than MIDE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, USXF has delivered higher annualized returns.

Side-by-side comparison

MIDEUSXF
Annual cost (TER)0.15%0.10%
Fund size (AUM)$4M$1.3B
Since20212020
Dividend yield1.37%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.9%+33.3%
CAGR 3Y+16.3%+27.2%
CAGR 5Y+7.8%+15.3%
Sharpe 3Y0.731.21
Volatility 1Y15.95%16.12%
Max drawdown-24.59%-29.54%

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

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