MDY vs. IVOO - ETF Comparison
MDY - SPDR S&P Midcap 400 ETF Trust
The SPDR S&P Midcap 400 ETF Trust is an equity fund that tracks the S&P MidCap 400 index, providing exposure to a diversified portfolio of mid-cap US stocks. With a competitive expense ratio and high liquidity, this fund is suitable for long-term investors seeking to allocate a significant portion of their portfolio to mid-cap US equities.
IVOO - Vanguard S&P Mid-Cap 400 ETF
The Vanguard S&P Mid-Cap 400 ETF is a low-cost, diversified investment solution that tracks the S&P MidCap 400 Index, providing exposure to a broad range of mid-cap US stocks. With a balanced portfolio of nearly 400 individual holdings, this ETF offers a convenient way to tap into the growth potential of mid-cap companies while managing risk. Its competitive expense ratio makes it an attractive option for long-term investors seeking to minimize costs.
| MDY | IVOO | |
|---|---|---|
| Fund Name | SPDR S&P Midcap 400 ETF Trust | Vanguard S&P Mid-Cap 400 ETF |
| Fund Provider | State Street | Vanguard |
| Index | S&P MidCap 400 | S&P MidCap 400 |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.24% | 0.10% |
| Inception Date | 1995-05-04 | 2010-09-09 |
| Number Of Holdings | 402 | 403 |
| Currency | USD | USD |
| Region | United States | United States |
| Investment Style | Blend | Blend |
| Market Cap | Mid-Cap | Mid-Cap |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.