IVV vs MID

IVV vs MID

Which is better, IVV or MID?

Large Cap Blend against Mid Cap Growth.

IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 38.8% of the fund in its ten largest positions against 52.3%.

Lower Fees: IVVHigher Returns: IVVLess Concentrated: IVV

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

MetricIVVMID
Expense Ratio0.03%Best0.39%
AUM$850.0B$104M
Dividend Yield1.09%0.14%
Holdings1,01835
Volatility (annualized)15.4%Best20.3%
Max Drawdown-24.5%Best-40.1%
$10,000 over 6.2 years$26,066Best$18,302
Top 10 Weight38.8%Best52.3%
Fund FamilyiShares by BlackRock (US)American Century Investments
CategoryEquityEquity
StyleLarge Cap BlendMid Cap Growth
InceptionMay 15, 2000Jul 15, 2020

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 31 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. IVV has data through Nov 9, 2026 and MID through Oct 9, 2026.

Volatility and max drawdown, and the $10,000 over 6.2 years row, are measured over the window both funds cover: Jul 15, 2020 to Oct 9, 2026 (6.2 years).

Risk: Volatility and Drawdowns

MID has been the more volatile fund, with annualized monthly volatility of 20.3% compared with 15.4% 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 -24.5% for IVV and -40.1% for MID. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while MID charges 0.39%. On a $10,000 position that is $3 vs $39 annually, a gap of $36 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.14% for MID.

Holdings Overlap

IVV already in MID1.2%
MID already in IVV50.8%

1.2% of IVV's money is in holdings MID also owns. 50.8% of MID's money is in holdings IVV also owns.

The two portfolios partly overlap.

16 positions in common, counted across the 505 positions we hold weights for in IVV and 34 in MID, against full books of 1,018 and 35.

What only one of them owns

Our book lists 15 positions for MID that do not appear in our book for IVV (42.5% of the fund), and 483 for IVV that do not appear in MID (98.4%).

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 IVVWeight in MIDDifference
MPWRMonolithic Power Systems Inc0.09%5.47%5.38%
JCIJohnson Controls Intl Plc0.14%4.91%4.77%
CDNSCadence Design0.14%4.76%4.62%
TRGPTarga Resources Corp Preferred0.09%4.68%4.59%
CMGChipotle Mexican Grill Inc. Class A0.06%4.58%4.52%
HUBBHubbell Inc. Class B0.04%4.19%4.15%
HLTHilton Worldwide Holdings, Inc.0.11%3.82%3.71%
VSTVistra Energy Corp.0.07%3.17%3.10%
VRTVertiv Holdings Co0.13%3.02%2.89%
RDDTReddit Inc Series C Pc Pp0.03%2.62%2.59%

50.8% of MID is already inside IVV.

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

IVVMID

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or MID?

IVV has an expense ratio of 0.03% while MID charges 0.39%. IVV is the cheaper option, by $36 a year on a $10,000 investment.

Which is riskier, IVV or MID?

MID has been the more volatile fund at 20.3% annualized versus 15.4% for IVV. Worst drawdown: IVV -24.5% vs MID -40.1%.

Should I hold both IVV and MID?

IVV and MID have a monthly-return correlation of 0.83, 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 IVV and MID?

50.8% of MID's money is in holdings IVV also owns. 50.8% of MID's is in holdings IVV also owns. They hold 16 positions in common, counted across the 505 positions we hold weights for in IVV and 34 in MID.

Which pays a higher dividend, IVV or MID?

IVV yields 1.09% while MID yields 0.14%, so IVV currently pays the higher dividend yield.

Is MID better than IVV?

IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 38.8% of the fund in its ten largest positions against 52.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.