MIDE vs VOO

Quick Verdict

VOO has a lower expense ratio. MIDE delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: MIDEMore Diversified: VOO

Side-by-Side Comparison

MetricMIDEVOOWinner
Expense Ratio0.15%0.03%
AUM$3M$979.0B
Dividend Yield1.25%1.09%
Holdings282509
YTD Return+16.66%+13.79%
1Y Return+28.48%+23.01%
3Y Return (annualized)+14.95%+21.78%
5Y Return (annualized)+9.01%+13.39%
Volatility (annualized)17.9%14.1%
Max Drawdown-24.6%-34.3%
Fund FamilyXtrackers ETFsVanguard (US)
CategoryEquityEquity
InceptionFeb 23, 2021Sep 7, 2010

MIDE vs VOO Performance

Xtrackers S&P MidCap 400 Scored & Screened ETF (MIDE) is a ETF from Xtrackers ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year MIDE returned +28.48% while VOO returned +23.01%. Year to date, MIDE is up 16.66% versus a gain of 13.79% for VOO.

Over three years, MIDE compounded at +14.95% per year against +21.78% for VOO; over five years the annualized figures are +9.01% and +13.39% respectively. Across the full 6-year window we track, VOO has the edge at +13.57% annualized vs +9.50%. 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 14.1% 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 -24.6% for MIDE 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

MIDE 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, MIDE currently yields 1.25% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

MIDE and VOO 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, MIDE or VOO?

MIDE 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, MIDE or VOO?

Over the past year MIDE returned +28.48% vs +23.01% for VOO, so MIDE leads on 1-year performance. Over the longest common window we track (6 years), MIDE annualized +9.50% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, MIDE or VOO?

MIDE has been the more volatile fund at 17.9% annualized versus 14.1% for VOO. Worst drawdown: MIDE -24.6% vs VOO -34.3%.

Should I hold both MIDE and VOO?

MIDE and VOO 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 MIDE and VOO?

MIDE and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 775 unique securities.

Which pays a higher dividend, MIDE or VOO?

MIDE yields 1.25% while VOO yields 1.09%, so MIDE currently pays the higher dividend yield.

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