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MIDE vs XVV

Xtrackers S&P MidCap 400 Scored & Screened ETF vs iShares ESG Select Screened S&P 500 ETF

MIDE

Xtrackers S&P MidCap 400 Scored & Screened ETF

Xtrackers

Annual cost

0.15%

Fund size

$4M

XVV

iShares ESG Select Screened S&P 500 ETF

iShares

Annual cost

0.08%

Fund size

$636M

Key differences

  • XVV costs 0.07% less per year.
  • XVV is significantly larger than MIDE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, XVV has delivered higher annualized returns.

Side-by-side comparison

MIDEXVV
Annual cost (TER)0.15%0.08%
Fund size (AUM)$4M$636M
Since20212020
Dividend yield1.37%0.92%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.9%+27.7%
CAGR 3Y+16.3%+23.1%
CAGR 5Y+7.8%+13.6%
Sharpe 3Y0.731.18
Volatility 1Y15.95%12.84%
Max drawdown-24.59%-27.20%

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

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