IVV vs QMID
IVV vs QMID
iShares Core S&P 500 ETF vs WisdomTree US MidCap Quality Growth Fund
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | QMID | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.38% | |
| AUM | $865.2B | $2M | |
| Dividend Yield | 1.09% | 0.49% | |
| Holdings | 508 | 125 | |
| YTD Return | +13.80% | +7.77% | |
| 1Y Return | +23.70% | +13.33% | |
| 3Y Return (annualized) | +21.49% | - | |
| 5Y Return (annualized) | +13.43% | - | |
| Volatility (annualized) | 15.1% | 14.1% | |
| Max Drawdown | -56.5% | -23.6% | |
| Fund Family | iShares by BlackRock (US) | WisdomTree Investments | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jan 25, 2024 |
IVV vs QMID Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and WisdomTree US MidCap Quality Growth Fund (QMID) is a ETF from WisdomTree Investments. Over the past year IVV returned +23.70% while QMID returned +13.33%. Year to date, IVV is up 13.80% versus a gain of 7.77% for QMID.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.1% for QMID. 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 -23.6% for QMID. 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while QMID charges 0.38%. On a $10,000 position that is $3 vs $38 annually, a gap of $35 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.49% for QMID.
Holdings Overlap
IVV and QMID share 10 holdings out of 620 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in QMID | Difference |
|---|---|---|---|
| DECK | 0.02% | 1.29% | 1.27% |
| EG | 0.02% | 1.20% | 1.18% |
| ALLE | 0.02% | 1.10% | 1.08% |
| DPZ | Pro | Pro | Pro |
| ERIE | Pro | Pro | Pro |
| JKHY | Pro | Pro | Pro |
| UHS | Pro | Pro | Pro |
| WYNN | Pro | Pro | Pro |
| NCLH | Pro | Pro | Pro |
| FDS | Pro | Pro | Pro |
See all 10 holdings IVV shares with QMID Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, IVV or QMID?
IVV has an expense ratio of 0.03% while QMID charges 0.38%. IVV is the cheaper option. On a $10,000 investment, that is $35 per year of difference.
Which performed better, IVV or QMID?
Over the past year IVV returned +23.70% vs +13.33% for QMID, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.05% vs +9.55% for QMID. Past performance does not guarantee future results.
Which is riskier, IVV or QMID?
IVV has been the more volatile fund at 15.1% annualized versus 14.1% for QMID. Worst drawdown: IVV -56.5% vs QMID -23.6%.
Should I hold both IVV and QMID?
IVV and QMID have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and QMID?
IVV and QMID share 10 common holdings with a 0.1% weight overlap. Combined, they hold 620 unique securities.
Which pays a higher dividend, IVV or QMID?
IVV yields 1.09% while QMID yields 0.49%, so IVV currently pays the higher dividend yield.
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