MIDE vs VTI

Quick Verdict

VTI has a lower expense ratio. MIDE delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: MIDEMore Diversified: VTI

Side-by-Side Comparison

MetricMIDEVTIWinner
Expense Ratio0.15%0.03%
AUM$3M$663.5B
Dividend Yield1.25%1.07%
Holdings2823,543
YTD Return+16.08%+13.57%
1Y Return+26.72%+24.23%
3Y Return (annualized)+14.18%+20.73%
5Y Return (annualized)+9.02%+12.24%
Volatility (annualized)17.9%15.3%
Max Drawdown-24.6%-56.6%
Fund FamilyXtrackers ETFsVanguard (US)
CategoryEquityEquity
InceptionFeb 23, 2021May 24, 2001

MIDE vs VTI Performance

Xtrackers S&P MidCap 400 Scored & Screened ETF (MIDE) is a ETF from Xtrackers ETFs and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year MIDE returned +26.72% while VTI returned +24.23%. Year to date, MIDE is up 16.08% versus a gain of 13.57% for VTI.

Over three years, MIDE compounded at +14.18% per year against +20.73% for VTI; over five years the annualized figures are +9.02% and +12.24% respectively. Across the full 5-year window we track, MIDE has the edge at +9.43% annualized vs +8.12%. 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 15.3% for VTI. 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 -56.6% for VTI. 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 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

MIDE charges 0.15% per year while VTI 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 1.07% for VTI.

Holdings Overlap

1.6%overlap

MIDE and VTI share 194 holdings out of 2859 unique holdings combined, representing a 1.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in MIDEWeight in VTIDifference
CRS1.24%0.04%1.20%
ILMN1.21%0.03%1.18%
TWLO1.20%0.04%1.16%
NVTProProPro
PSTGProProPro
OKTAProProPro
UTHRProProPro
MKSIProProPro
BURLProProPro
USFDProProPro
See all 10 holdings MIDE shares with VTI
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Frequently Asked Questions

Which is cheaper, MIDE or VTI?

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

Which performed better, MIDE or VTI?

Over the past year MIDE returned +26.72% vs +24.23% for VTI, so MIDE leads on 1-year performance. Over the longest common window we track (5 years), MIDE annualized +9.43% vs +8.12% for VTI. Past performance does not guarantee future results.

Which is riskier, MIDE or VTI?

MIDE has been the more volatile fund at 17.9% annualized versus 15.3% for VTI. Worst drawdown: MIDE -24.6% vs VTI -56.6%.

Should I hold both MIDE and VTI?

MIDE and VTI have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MIDE and VTI?

MIDE and VTI share 194 common holdings with a 1.6% weight overlap. Combined, they hold 2859 unique securities.

Which pays a higher dividend, MIDE or VTI?

MIDE yields 1.25% while VTI yields 1.07%, so MIDE currently pays the higher dividend yield.

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