IVV vs MID
iShares Core S&P 500 ETF vs American Century Mid Cap Growth Impact ETF
Which is better, IVV or MID?
Large Cap Blend against Mid Cap Growth.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 52.3%.
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
| Metric | IVV | MID |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.39% |
| AUM | $876.4B | $103M |
| Dividend Yield | 1.06% | 0.14% |
| Holdings | 508 | 35 |
| YTD Return | +13.32%Best | +7.52% |
| 1Y Return | +17.08%Best | +4.06% |
| 3Y Return (annualized) | +22.72%Best | +16.97% |
| 5Y Return (annualized) | +13.20%Best | +3.38% |
| Volatility (annualized) | 15.5%Best | 20.4% |
| Max Drawdown | -24.5%Best | -40.1% |
| $10,000 over 5 years | $18,588Best | $11,808 |
| Top 10 Weight | 37.8%Best | 52.3% |
| Fund Family | iShares by BlackRock (US) | American Century Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Mid Cap Growth |
| Inception | May 15, 2000 | Jul 15, 2020 |
Volatility and max drawdown are measured over the window both funds cover: Jul 15, 2020 to Sep 23, 2026 (6.2 years).
IVV vs MID 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 6.2 years both funds cover.
IVV vs MID Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and American Century Mid Cap Growth Impact ETF (MID) is an ETF from American Century Investments. Over the past year IVV returned +17.08% while MID returned +4.06%. Year to date, IVV is up 13.32% versus a gain of 7.52% for MID.
Over three years, IVV compounded at +22.72% per year against +16.97% for MID; over five years the annualized figures are +13.20% and +3.38% respectively. Across the full 6-year window we track, IVV has the edge at +16.58% annualized vs +9.73%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MID has been the more volatile fund, with annualized monthly volatility of 20.4% compared with 15.5% 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 1.06% against 0.14% for MID.
Holdings Overlap
1.1% of IVV's money is in holdings MID also owns. 45.1% of MID's money is in holdings IVV also owns.
The two portfolios partly overlap.
14 positions in common, counted across the 490 positions we hold weights for in IVV and 34 in MID, against full books of 508 and 35.
What only one of them owns
Our book lists 17 positions for MID that do not appear in our book for IVV (48.1% of the fund), and 468 for IVV that do not appear in MID (97.5%).
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
| Stock | Weight in IVV | Weight in MID | Difference |
|---|---|---|---|
| MPWRMonolithic Power Systems Inc | 0.09% | 5.47% | 5.38% |
| JCIJohnson Controls Intl Plc | 0.13% | 4.91% | 4.78% |
| CDNSCadence Design Systems Inc. | 0.14% | 4.76% | 4.62% |
| TRGPTarga Resources Corp Preferred | 0.10% | 4.68% | 4.58% |
| CMGChipotle Mexican Grill Inc. Class A | 0.07% | 4.58% | 4.51% |
| HUBBHubbell Inc | 0.04% | 4.19% | 4.15% |
| HLTHilton Worldwide Holdings, Inc. | 0.11% | 3.82% | 3.71% |
| VRTVertiv Holdings Co | 0.15% | 3.02% | 2.87% |
| RDDTReddit Inc-Cl A | 0.03% | 2.62% | 2.59% |
| IDXXIdexx Labs | 0.07% | 2.24% | 2.17% |
45.1% 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.
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 performed better, IVV or MID?
Over the past year IVV returned +17.08% vs +4.06% for MID, so IVV leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +16.58% vs +9.73% for MID. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or MID?
MID has been the more volatile fund at 20.4% annualized versus 15.5% 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?
45.1% of MID's money is in holdings IVV also owns. 45.1% of MID's is in holdings IVV also owns. They hold 14 positions in common, counted across the 490 positions we hold weights for in IVV and 34 in MID.
Which pays a higher dividend, IVV or MID?
IVV yields 1.06% 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, 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% 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.