MIDE vs VYM
MIDE vs VYM
Xtrackers S&P MidCap 400 Scored & Screened ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. MIDE delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | MIDE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.04% | |
| AUM | $3M | $79.0B | |
| Dividend Yield | 1.25% | 2.86% | |
| Holdings | 282 | 568 | |
| YTD Return | +16.99% | +15.80% | |
| 1Y Return | +28.78% | +26.12% | |
| 3Y Return (annualized) | +14.81% | +18.25% | |
| 5Y Return (annualized) | +9.17% | +12.51% | |
| Volatility (annualized) | 17.9% | 14.6% | |
| Max Drawdown | -24.6% | -58.8% | |
| Fund Family | Xtrackers ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 23, 2021 | Nov 10, 2006 |
MIDE vs VYM Performance
Xtrackers S&P MidCap 400 Scored & Screened ETF (MIDE) is a ETF from Xtrackers ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year MIDE returned +28.78% while VYM returned +26.12%. Year to date, MIDE is up 16.99% versus a gain of 15.80% for VYM.
Over three years, MIDE compounded at +14.81% per year against +18.25% for VYM; over five years the annualized figures are +9.17% and +12.51% respectively. Across the full 5-year window we track, MIDE has the edge at +9.57% annualized vs +7.07%. 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 14.6% 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 -58.8% for VYM. 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 0.88. 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 1.25% against 2.86% for VYM.
Holdings Overlap
MIDE and VYM share 87 holdings out of 741 unique holdings combined, representing a 2.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in MIDE | Weight in VYM | Difference |
|---|---|---|---|
| EWBC | 0.73% | 0.07% | 0.66% |
| OVV | 0.71% | 0.06% | 0.65% |
| RGA | 0.64% | 0.06% | 0.58% |
| DTM | Pro | Pro | Pro |
| DKS | Pro | Pro | Pro |
| RPM | Pro | Pro | Pro |
| EQH | Pro | Pro | Pro |
| DINO | Pro | Pro | Pro |
| EVR | Pro | Pro | Pro |
| BWA | Pro | Pro | Pro |
See all 10 holdings MIDE shares with VYM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
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. On a $10,000 investment, that is $11 per year of difference.
Which performed better, MIDE or VYM?
Over the past year MIDE returned +28.78% vs +26.12% for VYM, so MIDE leads on 1-year performance. Over the longest common window we track (5 years), MIDE annualized +9.57% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, MIDE or VYM?
MIDE has been the more volatile fund at 17.9% annualized versus 14.6% for VYM. Worst drawdown: MIDE -24.6% vs VYM -58.8%.
Should I hold both MIDE and VYM?
MIDE and VYM have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between MIDE and VYM?
MIDE and VYM share 87 common holdings with a 2.8% weight overlap. Combined, they hold 741 unique securities.
Which pays a higher dividend, MIDE or VYM?
MIDE yields 1.25% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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