IVV vs MIDE
iShares Core S&P 500 ETF vs Xtrackers S&P MidCap 400 Scored & Screened ETF
Which is better, IVV or MIDE?
Large Cap Blend against Mid Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. MIDE is less concentrated, with 11.3% of the fund in its ten largest positions against 37.9%.
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 | MIDE |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.15% |
| AUM | $886.7B | $3M |
| Dividend Yield | 1.10% | 1.26% |
| Holdings | 508 | 272 |
| YTD Return | +13.39% | +14.61%Best |
| 1Y Return | +20.08%Best | +18.82% |
| 3Y Return (annualized) | +21.29%Best | +14.98% |
| 5Y Return (annualized) | +12.88%Best | +8.58% |
| Volatility (annualized) | 15.2%Best | 17.8% |
| Max Drawdown | -24.5%Best | -24.6% |
| $10,000 over 5 years | $18,327Best | $15,092 |
| Top 10 Weight | 37.9% | 11.3%Best |
| Fund Family | iShares by BlackRock (US) | Xtrackers ETFs |
| Category | Equity | Equity |
| Style | Large Cap Blend | Mid Cap Blend |
| Inception | May 15, 2000 | Feb 23, 2021 |
Volatility and max drawdown are measured over the window both funds cover: Feb 24, 2021 to Sep 4, 2026 (5.5 years).
IVV vs MIDE 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 5.5 years both funds cover.
IVV vs MIDE Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Xtrackers S&P MidCap 400 Scored & Screened ETF (MIDE) is an ETF from Xtrackers ETFs. Over the past year IVV returned +20.08% while MIDE returned +18.82%. Year to date, IVV is up 13.39% versus a gain of 14.61% for MIDE.
Over three years, IVV compounded at +21.29% per year against +14.98% for MIDE; over five years the annualized figures are +12.88% and +8.58% respectively. Across the full 6-year window we track, IVV has the edge at +14.62% annualized vs +9.03%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MIDE has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 15.2% 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 -24.6% for MIDE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while MIDE charges 0.15%. On a $10,000 position that is $3 vs $15 annually, a gap of $12 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 1.26% for MIDE.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 270 in MIDE, totalling 100.0% and 98.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 505 positions we hold weights for in IVV and 270 in MIDE, against full books of 508 and 272.
What only one of them owns
Our book lists 266 positions for MIDE that do not appear in our book for IVV (95.7% of the fund), and 497 for IVV that do not appear in MIDE (99.3%).
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.
You are not choosing between two funds in isolation.
Whichever of IVV and MIDE you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or MIDE?
IVV has an expense ratio of 0.03% while MIDE charges 0.15%. IVV is the cheaper option, by $12 a year on a $10,000 investment.
Which performed better, IVV or MIDE?
Over the past year IVV returned +20.08% vs +18.82% for MIDE, so IVV leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +14.62% vs +9.03% for MIDE. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or MIDE?
MIDE has been the more volatile fund at 17.8% annualized versus 15.2% for IVV. Worst drawdown: IVV -24.5% vs MIDE -24.6%.
Should I hold both IVV and MIDE?
IVV and MIDE have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or MIDE?
IVV yields 1.10% while MIDE yields 1.26%, so MIDE currently pays the higher dividend yield.
Is MIDE better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. MIDE is less concentrated, with 11.3% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.