IVV vs MID

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVMIDWinner
Expense Ratio0.03%0.45%
AUM$865.2B$100M
Dividend Yield1.09%0.15%
Holdings50839
YTD Return+13.80%+5.76%
1Y Return+23.70%+4.70%
3Y Return (annualized)+21.49%+13.48%
5Y Return (annualized)+13.43%+3.08%
Volatility (annualized)15.1%20.5%
Max Drawdown-56.5%-40.1%
Fund FamilyiShares by BlackRock (US)American Century Investments
CategoryEquityEquity
InceptionMay 15, 2000Jul 15, 2020

IVV vs MID Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and American Century Mid Cap Growth Impact ETF (MID) is a ETF from American Century Investments. Over the past year IVV returned +23.70% while MID returned +4.70%. Year to date, IVV is up 13.80% versus a gain of 5.76% for MID.

Over three years, IVV compounded at +21.49% per year against +13.48% for MID; over five years the annualized figures are +13.43% and +3.08% respectively. Across the full 6-year window we track, MID has the edge at +9.64% annualized vs +7.05%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MID has been the more volatile fund, with annualized monthly volatility of 20.5% 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 -40.1% for MID. 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 0.84. 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 0.45%. On a $10,000 position that is $3 vs $45 annually, a gap of $42 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.15% for MID.

Holdings Overlap

1.3%overlap

IVV and MID share 15 holdings out of 524 unique holdings combined, representing a 1.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in MIDDifference
MPWR0.11%5.47%5.36%
JCI0.13%4.91%4.78%
CDNS0.15%4.76%4.61%
TRGPProProPro
CMGProProPro
HUBBProProPro
HLTProProPro
VSTProProPro
VRTProProPro
RSGProProPro
See all 10 holdings IVV shares with MID
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Frequently Asked Questions

Which is cheaper, IVV or MID?

IVV has an expense ratio of 0.03% while MID charges 0.45%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, IVV or MID?

Over the past year IVV returned +23.70% vs +4.70% for MID, so IVV leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +7.05% vs +9.64% for MID. Past performance does not guarantee future results.

Which is riskier, IVV or MID?

MID has been the more volatile fund at 20.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs MID -40.1%.

Should I hold both IVV and MID?

IVV and MID have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and MID?

IVV and MID share 15 common holdings with a 1.3% weight overlap. Combined, they hold 524 unique securities.

Which pays a higher dividend, IVV or MID?

IVV yields 1.09% while MID yields 0.15%, so IVV currently pays the higher dividend yield.

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