MDYV vs VOO
MDYV vs VOO
State Street SPDR S&P 400 Mid Cap Value ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. MDYV delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | MDYV | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.03% | |
| AUM | $2.8B | $979.0B | |
| Dividend Yield | 1.68% | 1.09% | |
| Holdings | 304 | 509 | |
| YTD Return | +13.94% | +13.80% | |
| 1Y Return | +23.92% | +23.71% | |
| 3Y Return (annualized) | +12.99% | +21.50% | |
| 5Y Return (annualized) | +9.25% | +13.44% | |
| Volatility (annualized) | 19.0% | 14.1% | |
| Max Drawdown | -62.6% | -34.3% | |
| Fund Family | State Street Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 8, 2005 | Sep 7, 2010 |
MDYV vs VOO Performance
State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) 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 MDYV returned +23.92% while VOO returned +23.71%. Year to date, MDYV is up 13.94% versus a gain of 13.80% for VOO.
Over three years, MDYV compounded at +12.99% per year against +21.50% for VOO; over five years the annualized figures are +9.25% and +13.44% respectively. Across the full 16-year window we track, VOO has the edge at +13.58% annualized vs +7.10%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MDYV has been the more volatile fund, with annualized monthly volatility of 19.0% 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 -62.6% for MDYV 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 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
MDYV 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, MDYV currently yields 1.68% against 1.09% for VOO.
Holdings Overlap
MDYV and VOO share 0 holdings out of 808 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, MDYV or VOO?
MDYV 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, MDYV or VOO?
Over the past year MDYV returned +23.92% vs +23.71% for VOO, so MDYV leads on 1-year performance. Over the longest common window we track (16 years), MDYV annualized +7.10% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, MDYV or VOO?
MDYV has been the more volatile fund at 19.0% annualized versus 14.1% for VOO. Worst drawdown: MDYV -62.6% vs VOO -34.3%.
Should I hold both MDYV and VOO?
MDYV and VOO have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between MDYV and VOO?
MDYV and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 808 unique securities.
Which pays a higher dividend, MDYV or VOO?
MDYV yields 1.68% while VOO yields 1.09%, so MDYV currently pays the higher dividend yield.
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