IVV vs MDCP
IVV vs MDCP
iShares Core S&P 500 ETF vs VictoryShares THB Mid Cap 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 | IVV | MDCP | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.55% | |
| AUM | $865.2B | $1M | |
| Dividend Yield | 1.09% | 0.28% | |
| Holdings | 508 | 31 | |
| YTD Return | +13.80% | -3.33% | |
| 1Y Return | +23.70% | -1.11% | |
| 3Y Return (annualized) | +21.49% | +5.59% | |
| 5Y Return (annualized) | +13.43% | - | |
| Volatility (annualized) | 15.1% | 19.7% | |
| Max Drawdown | -56.5% | -27.5% | |
| Fund Family | iShares by BlackRock (US) | Victory Capital Management Inc. | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Oct 4, 2021 |
IVV vs MDCP Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and VictoryShares THB Mid Cap ETF (MDCP) is a ETF from Victory Capital Management Inc.. Over the past year IVV returned +23.70% while MDCP returned -1.11%. Year to date, IVV is up 13.80% versus a loss of 3.33% for MDCP.
Over three years, IVV compounded at +21.49% per year against +5.59% for MDCP. Across the full 4-year window we track, IVV has the edge at +7.05% annualized vs +3.26%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MDCP has been the more volatile fund, with annualized monthly volatility of 19.7% 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 -56.5% for IVV and -27.5% for MDCP. 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while MDCP charges 0.55%. On a $10,000 position that is $3 vs $55 annually, a gap of $52 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.28% for MDCP.
Frequently Asked Questions
Which is cheaper, IVV or MDCP?
IVV has an expense ratio of 0.03% while MDCP charges 0.55%. IVV is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
Which performed better, IVV or MDCP?
Over the past year IVV returned +23.70% vs -1.11% for MDCP, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.05% vs +3.26% for MDCP. Past performance does not guarantee future results.
Which is riskier, IVV or MDCP?
MDCP has been the more volatile fund at 19.7% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs MDCP -27.5%.
Should I hold both IVV and MDCP?
IVV and MDCP have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
Which pays a higher dividend, IVV or MDCP?
IVV yields 1.09% while MDCP yields 0.28%, so IVV currently pays the higher dividend yield.
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