AMID vs VOO

AMID vs VOO

Which is better, AMID or VOO?

Mid Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. AMID is less concentrated, with 31.7% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: AMID

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAMIDVOO
Expense Ratio0.52%0.03%Best
AUM$114M$997.4B
Dividend Yield0.33%1.04%
Holdings47509
YTD Return+5.60%+12.37%Best
1Y Return+3.90%+16.61%Best
3Y Return (annualized)+10.74%+21.37%Best
5Y Return (annualized)-+13.49%
Volatility (annualized)17.8%14.2%Best
Max Drawdown-23.1%-18.7%Best
$10,000 over 4.1 years$14,704$18,962Best
Top 10 Weight31.7%Best37.6%
Fund FamilyAlpha ArchitectVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionAug 17, 2022Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Aug 17, 2022 to Sep 18, 2026 (4.1 years).

AMID vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.1 years both funds cover.

AMID vs VOO Performance

Argent Mid Cap ETF (AMID) is an ETF from Alpha Architect and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year AMID returned +3.90% while VOO returned +16.61%. Year to date, AMID is up 5.60% versus a gain of 12.37% for VOO.

Over three years, AMID compounded at +10.74% per year against +21.37% for VOO. Across the full 4-year window we track, VOO has the edge at +16.89% annualized vs +9.86%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AMID has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 14.2% for VOO. 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 -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

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 VOO 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 1.04% for VOO.

Holdings Overlap

AMID already in VOO28.9%
VOO already in AMID1.2%

28.9% of AMID's money is in holdings VOO also owns. 1.2% of VOO's money is in holdings AMID also owns.

AMID and VOO share little of their money.

13 positions in common, counted across the 47 positions we hold weights for in AMID and 494 in VOO, against full books of 47 and 509.

What only one of them owns

Our book lists 474 positions for VOO that do not appear in our book for AMID (97.9% of the fund), and 30 for AMID that do not appear in VOO (63.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in AMIDWeight in VOODifference
FIXComfort Systems USA Inc.3.51%0.09%3.42%
HPEHewlett Packard Enterprise Co2.99%0.10%2.89%
URIUnited Rentals Inc.2.90%0.10%2.80%
AMEAmetek Inc2.39%0.09%2.30%
CTASCintas Corp.2.36%0.11%2.25%
HLTHilton Worldwide Holdings, Inc.2.17%0.11%2.06%
FTNTFortinet Inc2.10%0.16%1.94%
DHIDr Horton Inc.2.10%0.06%2.04%
IFFInternational Flavors & Fragrances Inc.2.01%0.03%1.98%
VRTVertiv Holdings Co1.81%0.14%1.67%

28.9% of AMID is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

AMIDVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AMID or VOO?

AMID has an expense ratio of 0.52% while VOO charges 0.03%. VOO is the cheaper option, by $49 a year on a $10,000 investment.

Which performed better, AMID or VOO?

Over the past year AMID returned +3.90% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), AMID annualized +9.86% vs +16.89% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AMID or VOO?

AMID has been the more volatile fund at 17.8% annualized versus 14.2% for VOO. Worst drawdown: AMID -23.1% vs VOO -18.7%.

Should I hold both AMID and VOO?

AMID and VOO have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between AMID and VOO?

28.9% of AMID's money is in holdings VOO also owns. 1.2% of VOO's is in holdings AMID also owns. They hold 13 positions in common, counted across the 47 positions we hold weights for in AMID and 494 in VOO.

Which pays a higher dividend, AMID or VOO?

AMID yields 0.33% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than AMID?

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. AMID is less concentrated, with 31.7% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.