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MMID vs IVOV

MFS Active Mid Cap ETF vs Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares

MMID

MFS Active Mid Cap ETF

MFS

Annual cost

0.59%

Fund size

$34M

IVOV

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

Vanguard

Annual cost

0.10%

Fund size

$1.4B

Key differences

  • IVOV costs 0.49% less per year.
  • IVOV is significantly larger than MMID — larger funds tend to be more liquid and less likely to close.
  • MMID follows a active selection strategy; IVOV uses index tracking.
  • IVOV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MMIDIVOV
Annual cost (TER)0.59%0.10%
Fund size (AUM)$34M$1.4B
Since20252010
Dividend yield1.68%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+20.8%
CAGR 3YN/A+14.2%
CAGR 5YN/A+7.2%
Sharpe 3YN/A0.63
Volatility 1Y15.44%
Max drawdown-7.93%-45.99%

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

Similar to MMID and IVOV