MDYG vs VOO

MDYG vs VOO
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Quick Verdict

VOO has a lower expense ratio. MDYG delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: MDYGMore Diversified: VOO

Side-by-Side Comparison

MetricMDYGVOOWinner
Expense Ratio0.15%0.03%
AUM$3.0B$997.4B
Dividend Yield0.59%1.08%
Holdings247509
YTD Return+21.31%+14.27%
1Y Return+27.97%+21.79%
3Y Return (annualized)+17.21%+22.19%
5Y Return (annualized)+8.75%+13.28%
Volatility (annualized)18.3%14.2%
Max Drawdown-59.3%-34.3%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryEquityEquity
InceptionNov 8, 2005Sep 7, 2010

MDYG vs VOO Performance

State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) is a ETF from State Street Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year MDYG returned +27.97% while VOO returned +21.79%. Year to date, MDYG is up 21.31% versus a gain of 14.27% for VOO.

Over three years, MDYG compounded at +17.21% per year against +22.19% for VOO; over five years the annualized figures are +8.75% and +13.28% respectively. Across the full 16-year window we track, VOO has the edge at +13.59% annualized vs +9.47%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MDYG has been the more volatile fund, with annualized monthly volatility of 18.3% compared with 14.2% for VOO. 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 -59.3% for MDYG and -34.3% for VOO. 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

MDYG charges 0.15% per year while VOO charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, MDYG currently yields 0.59% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

MDYG and VOO share 0 holdings out of 751 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, MDYG or VOO?

MDYG has an expense ratio of 0.15% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $12 per year of difference.

Which performed better, MDYG or VOO?

Over the past year MDYG returned +27.97% vs +21.79% for VOO, so MDYG leads on 1-year performance. Over the longest common window we track (16 years), MDYG annualized +9.47% vs +13.59% for VOO. Past performance does not guarantee future results.

Which is riskier, MDYG or VOO?

MDYG has been the more volatile fund at 18.3% annualized versus 14.2% for VOO. Worst drawdown: MDYG -59.3% vs VOO -34.3%.

Should I hold both MDYG and VOO?

MDYG and VOO have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between MDYG and VOO?

MDYG and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 751 unique securities.

Which pays a higher dividend, MDYG or VOO?

MDYG yields 0.59% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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