ETF comparison

IVOOvsSPMD

Both US Mid Cap.

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares · State Street SPDR Portfolio S&P 400 Mid Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
93.8%

394 positions appear in both funds. Buying equal dollars of IVOO and SPMD would leave roughly93.8%of each dollar exposed to the same underlying securities.

IVOO only 6.0%Shared 93.8%SPMD only 6.0%
In IVOO only
6 positions
Shared
394 positions
In SPMD only
7 positions

Side by side

IVOO

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

Vanguard · US Mid Cap

92composite / 100
Expense ratio
0.070%
Net assets
$5.87B
TTM yield
1.21%
Top-10 conc.
8.3%
SPMD

State Street SPDR Portfolio S&P 400 Mid Cap ETF

State Street · US Mid Cap

96composite / 100
Expense ratio
0.030%
Net assets
$18.60B
TTM yield
1.25%
Top-10 conc.
9.8%

Sub-score comparison

93
Cost
97
88
Tax efficiency
88
90
Liquidity
100
100
Concentration
100
Tracking quality
IVOOsub-scoreSPMD

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

SPMD is 4 bps cheaper than IVOO. On a $100,000 position that's about $40/yr more in fees for IVOO.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with IVOO vs SPMD.

Top shared holdings

394 shared in total
#HoldingIn IVOOIn SPMDOverlap
1Twilio Inc0.82%0.86%0.82%
2Curtiss-Wright Corp0.79%0.77%0.77%
3nVent Electric PLC0.77%0.76%0.76%
4TechnipFMC PLC0.79%0.73%0.73%
5Illumina Inc0.71%0.73%0.71%
6Sterling Infrastructure Inc0.75%0.71%0.71%
7Everpure Inc0.71%0.68%0.68%
8ATI Inc0.68%0.74%0.68%
9MACOM Technology Solutions Holdings Inc0.67%0.69%0.67%
10Carpenter Technology Corp0.67%0.84%0.67%
11XPO Inc0.72%0.66%0.66%
12MasTec Inc0.66%0.71%0.66%

Only in IVOO

6 total
  • Flex Ltd1.58%
  • Masimo Corp0.23%
  • Concentrix Corp0.04%
  • Blackbaud Inc0.03%
  • BellRing Brands Inc0.03%
  • Coty Inc0.02%

Only in SPMD

7 total
  • Roku Inc0.50%
  • Coeur Mining Inc0.46%
  • Semtech Corp0.41%
  • Sanmina Corp0.37%
  • Viavi Solutions Inc0.31%
  • Sirius XM Holdings Inc0.15%
  • State Street Global Advisors0.00%

Open IVOO or SPMD at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.