ETF Versus

MDY vs VONV

State Street SPDR S&P MIDCAP 400 ETF Trust vs Vanguard Russell 1000 Value Index Fund ETF Shares

Last updated: 2026-04-02

MDY State Street

State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) is an exchange-traded fund issued by State Street that provides exposure to mid-cap U.S. companies balancing growth potential and stability. It charges a moderate expense ratio of 0.24%. The fund offers a moderate dividend yield of 1.15%. Launched in 1995, the fund has a 31-year track record.

AUM: $24.2B ER: 0.24% Yield: 1.15% Since: 1995-05-04
VONV Vanguard

Vanguard Russell 1000 Value Index Fund ETF Shares (VONV) is an exchange-traded fund issued by Vanguard that provides exposure to large-cap U.S. value stocks trading at below-market valuations. It charges a low expense ratio of 0.08%. The fund offers a moderate dividend yield of 1.81%. Launched in 2010, the fund has a 16-year track record.

AUM: N/A ER: 0.08% Yield: 1.81% Since: 2010-09-22

Quick Verdict

VONV is significantly cheaper at 0.08% vs 0.24% expense ratio, saving you approximately $316 per $10,000 invested over 10 years. Both funds have delivered similar 1-year returns (13.9% vs 13.6%), tracking closely. Income investors may prefer VONV for its higher yield (1.8% vs 1.1%).

Key Metrics

Metric MDY VONV
Expense Ratio 0.24% 0.08%
Dividend Yield 1.1% 1.8%
Fund Family State Street Vanguard
Category US Mid Cap US Large Cap Value

Performance Chart

Indexed to 100 at start (5-year comparison)

80 94 108 122 136 150 2021-04 2022-06 2023-10 2024-12 2026-04
MDY +27.8%
VONV +39.5%

Performance Comparison

Period MDY VONV Difference
1 Month -4.04% -3.26% -0.78%
3 Months +1.57% +1.34% +0.23%
6 Months +3.21% +4.74% -1.53%
YTD +1.57% +1.34% +0.23%
1 Year +13.95% +13.55% +0.40%
3 Years +35.56% +40.45% -4.89%
5 Years +27.83% +39.51% -11.68%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period MDY Fees VONV Fees You Save
$10,000 10 years $475 $159 $316
$10,000 20 years $2,028 $686 $1,343
$10,000 30 years $6,497 $2,212 $4,284
$50,000 10 years $2,375 $797 $1,578
$50,000 30 years $32,483 $11,061 $21,422
$100,000 30 years $64,967 $22,123 $42,844

Risk Metrics

Based on 5 years of daily returns

Metric MDY VONV
Annualized Volatility 19.8% 14.8%
Max Drawdown -24.5% -20.2%
Sharpe Ratio 0.12 0.22

Dividend Comparison

Metric MDY VONV
Annual Dividend (per share) $7.12 $1.71
Dividend Yield 1.15% 1.81%
Distribution Frequency Quarterly Quarterly

Top Holdings

MDY Top Holdings

NameWeight
Ciena Corp102.57%
Coherent Corp90.18%
Lumentum Holdings Inc81.25%
Flex Ltd69.47%
Twilio Inc67.05%
United Therapeutics Corp65.23%
Pure Storage Inc65.05%
Casey's General Stores Inc63.89%
Curtiss-Wright Corp63.20%
Illumina Inc62.31%

Which One Should You Choose?

Choose VONV if...

you want the lowest fees and plan to buy and hold long-term. Over decades, the expense ratio difference compounds significantly.

Choose VONV if...

you prioritize dividend income and want higher regular distributions from your portfolio.

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