AMID vs IVV
Argent Mid Cap ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | AMID | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.52% | 0.03% | |
| AUM | $111M | $865.2B | |
| Dividend Yield | 0.33% | 1.09% | |
| Holdings | 46 | 508 | |
| YTD Return | +10.91% | +13.72% | |
| 1Y Return | +10.70% | +21.64% | |
| 3Y Return (annualized) | +11.61% | +21.55% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 18.1% | 15.1% | |
| Max Drawdown | -23.1% | -56.5% | |
| Fund Family | Alpha Architect | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Aug 17, 2022 | May 15, 2000 |
AMID vs IVV Performance
Argent Mid Cap ETF (AMID) is a ETF from Alpha Architect and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year AMID returned +10.70% while IVV returned +21.64%. Year to date, AMID is up 10.91% versus a gain of 13.72% for IVV.
Over three years, AMID compounded at +11.61% per year against +21.55% for IVV. Across the full 4-year window we track, AMID has the edge at +11.49% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AMID has been the more volatile fund, with annualized monthly volatility of 18.1% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -23.1% for AMID and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AMID charges 0.52% per year while IVV charges 0.03%. On a $10,000 position that is $52 vs $3 annually, a gap of $49 per year that compounds over a long holding period. On income, AMID currently yields 0.33% against 1.09% for IVV.
Holdings Overlap
AMID and IVV share 13 holdings out of 538 unique holdings combined, representing a 1.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AMID or IVV?
AMID has an expense ratio of 0.52% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $49 per year of difference.
Which performed better, AMID or IVV?
Over the past year AMID returned +10.70% vs +21.64% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (4 years), AMID annualized +11.49% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, AMID or IVV?
AMID has been the more volatile fund at 18.1% annualized versus 15.1% for IVV. Worst drawdown: AMID -23.1% vs IVV -56.5%.
Should I hold both AMID and IVV?
AMID and IVV have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AMID and IVV?
AMID and IVV share 13 common holdings with a 1.3% weight overlap. Combined, they hold 538 unique securities.
Which pays a higher dividend, AMID or IVV?
AMID yields 0.33% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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