IVV vs MIDE
IVV vs MIDE
iShares Core S&P 500 ETF vs Xtrackers S&P MidCap 400 Scored & Screened ETF
Quick Verdict
IVV has a lower expense ratio. MIDE delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | MIDE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.15% | |
| AUM | $865.2B | $3M | |
| Dividend Yield | 1.09% | 1.25% | |
| Holdings | 508 | 282 | |
| YTD Return | +13.80% | +16.99% | |
| 1Y Return | +23.70% | +28.78% | |
| 3Y Return (annualized) | +21.49% | +14.81% | |
| 5Y Return (annualized) | +13.43% | +9.17% | |
| Volatility (annualized) | 15.1% | 17.9% | |
| Max Drawdown | -56.5% | -24.6% | |
| Fund Family | iShares by BlackRock (US) | Xtrackers ETFs | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Feb 23, 2021 |
IVV vs MIDE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Xtrackers S&P MidCap 400 Scored & Screened ETF (MIDE) is a ETF from Xtrackers ETFs. Over the past year IVV returned +23.70% while MIDE returned +28.78%. Year to date, IVV is up 13.80% versus a gain of 16.99% for MIDE.
Over three years, IVV compounded at +21.49% per year against +14.81% for MIDE; over five years the annualized figures are +13.43% and +9.17% respectively. Across the full 5-year window we track, MIDE has the edge at +9.57% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MIDE has been the more volatile fund, with annualized monthly volatility of 17.9% 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 -24.6% for MIDE. 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 0.86. 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 1.09% against 1.25% for MIDE.
Holdings Overlap
IVV and MIDE share 0 holdings out of 775 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $12 per year of difference.
Which performed better, IVV or MIDE?
Over the past year IVV returned +23.70% vs +28.78% for MIDE, so MIDE leads on 1-year performance. Over the longest common window we track (5 years), IVV annualized +7.05% vs +9.57% for MIDE. Past performance does not guarantee future results.
Which is riskier, IVV or MIDE?
MIDE has been the more volatile fund at 17.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs MIDE -24.6%.
Should I hold both IVV and MIDE?
IVV and MIDE have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and MIDE?
IVV and MIDE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 775 unique securities.
Which pays a higher dividend, IVV or MIDE?
IVV yields 1.09% while MIDE yields 1.25%, so MIDE currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.