MIDE vs VYM
Xtrackers S&P MidCap 400 Scored & Screened ETF vs Vanguard High Dividend Yield ETF
Which is better, MIDE or VYM?
Mid Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM 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 25.9%.
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 | MIDE | VYM |
|---|---|---|
| Expense Ratio | 0.15% | 0.04%Best |
| AUM | $3M | $81.6B |
| Dividend Yield | 1.26% | 2.24% |
| Holdings | 272 | 613 |
| YTD Return | +14.61% | +14.82%Best |
| 1Y Return | +18.82% | +20.84%Best |
| 3Y Return (annualized) | +14.98% | +18.64%Best |
| 5Y Return (annualized) | +8.58% | +12.28%Best |
| Volatility (annualized) | 17.8% | 13.4%Best |
| Max Drawdown | -24.6% | -15.8%Best |
| $10,000 over 5 years | $15,092 | $17,845Best |
| Top 10 Weight | 11.3%Best | 25.9% |
| Fund Family | Xtrackers ETFs | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Value |
| Inception | Feb 23, 2021 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Feb 24, 2021 to Sep 4, 2026 (5.5 years).
MIDE vs VYM 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.
MIDE vs VYM Performance
Xtrackers S&P MidCap 400 Scored & Screened ETF (MIDE) is an ETF from Xtrackers ETFs and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year MIDE returned +18.82% while VYM returned +20.84%. Year to date, MIDE is up 14.61% versus a gain of 14.82% for VYM.
Over three years, MIDE compounded at +14.98% per year against +18.64% for VYM; over five years the annualized figures are +8.58% and +12.28% respectively. Across the full 6-year window we track, VYM has the edge at +12.96% 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 13.4% for VYM. 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 -15.8% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
MIDE charges 0.15% per year while VYM charges 0.04%. On a $10,000 position that is $15 vs $4 annually, a gap of $11 per year that compounds over a long holding period. On income, MIDE currently yields 1.26% against 2.24% for VYM.
Holdings Overlap
33.0% of MIDE's money is in holdings VYM also owns. 3.3% of VYM's money is in holdings MIDE also owns.
The two portfolios partly overlap.
104 positions in common, counted across the 270 positions we hold weights for in MIDE and 603 in VYM, against full books of 272 and 613.
What only one of them owns
Our book lists 467 positions for VYM that do not appear in our book for MIDE (94.2% of the fund), and 163 for MIDE that do not appear in VYM (62.9%).
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.
Top Shared Holdings
| Stock | Weight in MIDE | Weight in VYM | Difference |
|---|---|---|---|
| EWBCEast West Bancorp, Inc. | 0.74% | 0.07% | 0.67% |
| OVVOvintiv Inc. | 0.68% | 0.06% | 0.62% |
| RGAReinsurance Group of America, Incorporated | 0.64% | 0.06% | 0.58% |
| EQHEquitable Holdings Inc. | 0.59% | 0.05% | 0.54% |
| RPMRpm International Inc | 0.58% | 0.06% | 0.52% |
| BWABorgWarner Inc | 0.56% | 0.06% | 0.50% |
| DTMDT Midstream Inc | 0.55% | 0.06% | 0.49% |
| DINOHollyfrontier | 0.57% | 0.04% | 0.53% |
| UNMUnum Group | 0.54% | 0.06% | 0.48% |
| TXRHTexas Roadhouse Inc | 0.54% | 0.05% | 0.49% |
33.0% of MIDE is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, MIDE or VYM?
MIDE has an expense ratio of 0.15% while VYM charges 0.04%. VYM is the cheaper option, by $11 a year on a $10,000 investment.
Which performed better, MIDE or VYM?
Over the past year MIDE returned +18.82% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), MIDE annualized +9.03% vs +12.96% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MIDE or VYM?
MIDE has been the more volatile fund at 17.8% annualized versus 13.4% for VYM. Worst drawdown: MIDE -24.6% vs VYM -15.8%.
Should I hold both MIDE and VYM?
MIDE and VYM have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between MIDE and VYM?
33.0% of MIDE's money is in holdings VYM also owns. 3.3% of VYM's is in holdings MIDE also owns. They hold 104 positions in common, counted across the 270 positions we hold weights for in MIDE and 603 in VYM.
Which pays a higher dividend, MIDE or VYM?
MIDE yields 1.26% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Is VYM better than MIDE?
VYM has a lower expense ratio. VYM 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 25.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.