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VOT vs MDYG

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

VOT

Vanguard Mid-Cap Growth Index Fund

Vanguard

Annual cost

0.05%

Fund size

$32.2B

MDYG

State Street SPDR S&P 400 Mid Cap Growth ETF

State Street Investment Management

Annual cost

0.15%

Fund size

$2.7B

Key differences

  • VOT costs 0.10% less per year.
  • VOT is significantly larger than MDYG — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, MDYG has delivered higher annualized returns.

Side-by-side comparison

VOTMDYG
Annual cost (TER)0.05%0.15%
Fund size (AUM)$32.2B$2.7B
Since20062005
Dividend yield0.65%0.65%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+11.5%+28.3%
CAGR 3Y+16.0%+17.7%
CAGR 5Y+7.2%+8.1%
Sharpe 3Y0.730.77
Volatility 1Y15.79%17.10%
Max drawdown-37.19%-39.28%

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

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