IVOO vs. SPMD ETF Comparison

Comparison of Vanguard S&P Mid-Cap 400 ETF (IVOO) to SPDR Portfolio Mid Cap ETF (SPMD)
IVOO

Vanguard S&P Mid-Cap 400 ETF

IVOO Description

The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P MidCap 400® Index. The index measures the performance of mid-capitalization stocks. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Grade (RS Rating)

Last Trade

$101.28

Average Daily Volume

49,966

Number of Holdings *

390

* may have additional holdings in another (foreign) market
SPMD

SPDR Portfolio Mid Cap ETF

SPMD Description The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 1000 Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the small- and mid-capitalization segments of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$52.50

Average Daily Volume

1,066,915

Number of Holdings *

390

* may have additional holdings in another (foreign) market
Performance
Period IVOO SPMD
30 Days 3.27% 3.24%
60 Days 2.23% 2.39%
90 Days 8.56% 8.61%
12 Months 24.94% 25.05%
387 Overlapping Holdings
Symbol Grade Weight in IVOO Weight in SPMD Overlap
AA A 0.22% 0.25% 0.22%
ACHC D 0.27% 0.23% 0.23%
ACM D 0.49% 0.47% 0.47%
ADC B 0.21% 0.22% 0.21%
ADNT F 0.11% 0.1% 0.1%
AFG C 0.33% 0.32% 0.32%
AGCO D 0.28% 0.27% 0.27%
AIRC A 0.17% 0.21% 0.17%
AIT B 0.28% 0.28% 0.28%
ALE B 0.13% 0.14% 0.13%
ALGM D 0.07% 0.08% 0.07%
ALLY B 0.4% 0.4% 0.4%
ALV C 0.32% 0.35% 0.32%
AM A 0.18% 0.18% 0.18%
AMED A 0.11% 0.11% 0.11%
AMG D 0.21% 0.2% 0.2%
AMH C 0.43% 0.43% 0.43%
AMKR B 0.12% 0.13% 0.12%
AN B 0.16% 0.16% 0.16%
APPF B 0.18% 0.19% 0.18%
AR C 0.3% 0.36% 0.3%
ARMK B 0.31% 0.32% 0.31%
ARW B 0.25% 0.26% 0.25%
ARWR F 0.13% 0.12% 0.12%
ASB A 0.12% 0.12% 0.12%
ASGN D 0.18% 0.18% 0.18%
ASH A 0.18% 0.18% 0.18%
ATR B 0.35% 0.38% 0.35%
AVNT B 0.14% 0.16% 0.14%
AVT A 0.16% 0.18% 0.16%
AXTA A 0.28% 0.3% 0.28%
AYI C 0.3% 0.3% 0.3%
AZTA F 0.12% 0.11% 0.11%
BC D 0.24% 0.21% 0.21%
BCO A 0.15% 0.16% 0.15%
BDC B 0.14% 0.14% 0.14%
BERY C 0.26% 0.27% 0.26%
BHF F 0.12% 0.11% 0.11%
BJ B 0.37% 0.38% 0.37%
BKH B 0.14% 0.14% 0.14%
BLD D 0.51% 0.47% 0.47%
BLKB C 0.11% 0.12% 0.11%
BRBR C 0.28% 0.29% 0.28%
BRKR D 0.32% 0.26% 0.26%
BRX C 0.26% 0.25% 0.25%
BURL D 0.54% 0.45% 0.45%
BWXT D 0.34% 0.3% 0.3%
BYD F 0.17% 0.14% 0.14%
CACC D 0.11% 0.11% 0.11%
CACI A 0.31% 0.36% 0.31%
CADE C 0.19% 0.2% 0.19%
CAR C 0.08% 0.08% 0.08%
CASY A 0.43% 0.46% 0.43%
CBSH A 0.23% 0.25% 0.23%
CBT A 0.19% 0.21% 0.19%
CC B 0.14% 0.15% 0.14%
CCK B 0.35% 0.38% 0.35%
CELH C 0.45% 0.43% 0.43%
CFR D 0.26% 0.26% 0.26%
CG D 0.37% 0.34% 0.34%
CGNX B 0.27% 0.3% 0.27%
CHDN C 0.31% 0.36% 0.31%
CHE D 0.35% 0.33% 0.33%
CHH F 0.11% 0.11% 0.11%
CHK B 0.36% 0.37% 0.36%
CHRD B 0.27% 0.28% 0.27%
CHX D 0.25% 0.24% 0.24%
CIEN D 0.26% 0.27% 0.26%
CIVI B 0.24% 0.25% 0.24%
CLF F 0.41% 0.32% 0.32%
CLH A 0.37% 0.4% 0.37%
CMC B 0.25% 0.25% 0.25%
CNM B 0.36% 0.38% 0.36%
CNO A 0.11% 0.11% 0.11%
CNX C 0.13% 0.14% 0.13%
CNXC D 0.11% 0.11% 0.11%
COHR D 0.29% 0.27% 0.27%
COKE B 0.14% 0.17% 0.14%
COLB C 0.15% 0.16% 0.15%
COLM B 0.1% 0.11% 0.1%
COTY F 0.16% 0.15% 0.15%
CPRI F 0.19% 0.16% 0.16%
CRI D 0.11% 0.1% 0.1%
CROX B 0.32% 0.31% 0.31%
CRUS A 0.18% 0.21% 0.18%
CSL A 0.7% 0.75% 0.7%
CUBE D 0.37% 0.35% 0.35%
CUZ B 0.13% 0.14% 0.13%
CVLT B 0.16% 0.18% 0.16%
CW B 0.36% 0.4% 0.36%
CYTK D 0.25% 0.24% 0.24%
DAR D 0.27% 0.27% 0.27%
DBX D 0.23% 0.23% 0.23%
DCI A 0.33% 0.34% 0.33%
DINO D 0.34% 0.34% 0.34%
DKS D 0.48% 0.43% 0.43%
DLB C 0.18% 0.19% 0.18%
DOCS F 0.12% 0.11% 0.11%
DT F 0.41% 0.42% 0.41%
DTM A 0.22% 0.23% 0.22%
EEFT B 0.18% 0.19% 0.18%
EGP D 0.31% 0.29% 0.29%
EHC A 0.3% 0.32% 0.3%
ELF D 0.4% 0.34% 0.34%
ELS F 0.44% 0.44% 0.44%
EME B 0.6% 0.67% 0.6%
ENOV F 0.11% 0.09% 0.09%
ENS B 0.14% 0.15% 0.14%
EPR B 0.12% 0.12% 0.12%
EQH A 0.44% 0.47% 0.44%
ERIE B 0.37% 0.38% 0.37%
ESAB B 0.23% 0.23% 0.23%
ESNT C 0.23% 0.23% 0.23%
ETRN C 0.2% 0.22% 0.2%
EVR A 0.24% 0.25% 0.24%
EWBC B 0.41% 0.41% 0.41%
EXEL F 0.26% 0.25% 0.25%
EXLS D 0.19% 0.19% 0.19%
EXP A 0.34% 0.35% 0.34%
EXPO B 0.15% 0.18% 0.15%
FAF D 0.23% 0.21% 0.21%
FCN B 0.27% 0.29% 0.27%
FFIN C 0.15% 0.15% 0.15%
FHI D 0.11% 0.1% 0.1%
FHN A 0.31% 0.33% 0.31%
FIVE F 0.37% 0.3% 0.3%
FIX B 0.41% 0.47% 0.41%
FLO B 0.17% 0.18% 0.17%
FLR D 0.26% 0.25% 0.25%
FLS A 0.22% 0.24% 0.22%
FNB A 0.18% 0.19% 0.18%
FND C 0.51% 0.46% 0.46%
FNF B 0.5% 0.51% 0.5%
FR D 0.25% 0.24% 0.24%
FYBR B 0.2% 0.21% 0.2%
G D 0.2% 0.2% 0.2%
GATX B 0.17% 0.18% 0.17%
GBCI B 0.16% 0.16% 0.16%
GDDY A 0.61% 0.7% 0.61%
GEF D 0.06% 0.06% 0.06%
GGG D 0.58% 0.53% 0.53%
GHC B 0.1% 0.1% 0.1%
GLPI D 0.45% 0.44% 0.44%
GME B 0.12% 0.16% 0.12%
GMED B 0.23% 0.27% 0.23%
GNTX D 0.31% 0.31% 0.31%
GO F 0.1% 0.08% 0.08%
GPK C 0.33% 0.32% 0.32%
GPS D 0.22% 0.18% 0.18%
GT D 0.14% 0.14% 0.14%
GTLS B 0.25% 0.25% 0.25%
GXO C 0.23% 0.23% 0.23%
H D 0.26% 0.25% 0.25%
HAE A 0.16% 0.18% 0.16%
HALO B 0.2% 0.21% 0.2%
HELE F 0.1% 0.09% 0.09%
HGV D 0.12% 0.12% 0.12%
HLI A 0.24% 0.26% 0.24%
HOG D 0.2% 0.17% 0.17%
HOMB B 0.17% 0.17% 0.17%
HQY D 0.26% 0.25% 0.25%
HRB B 0.25% 0.26% 0.25%
HTZ F 0.04% 0.02% 0.02%
HWC C 0.15% 0.16% 0.15%
HXL B 0.22% 0.23% 0.22%
IART F 0.09% 0.06% 0.06%
IBKR B 0.44% 0.48% 0.44%
IBOC B 0.11% 0.12% 0.11%
IDA B 0.17% 0.19% 0.17%
INGR A 0.28% 0.29% 0.28%
IPGP D 0.1% 0.1% 0.1%
IRDM D 0.12% 0.14% 0.12%
IRT B 0.13% 0.14% 0.13%
ITT A 0.41% 0.42% 0.41%
JAZZ F 0.28% 0.26% 0.26%
JEF B 0.27% 0.29% 0.27%
JHG A 0.16% 0.16% 0.16%
JLL B 0.34% 0.34% 0.34%
JWN B 0.07% 0.07% 0.07%
KBH B 0.19% 0.19% 0.19%
KBR C 0.31% 0.34% 0.31%
KD B 0.18% 0.23% 0.18%
KEX A 0.21% 0.26% 0.21%
KMPR B 0.14% 0.14% 0.14%
KNF C 0.17% 0.16% 0.16%
KNSL F 0.42% 0.32% 0.32%
KNX D 0.32% 0.29% 0.29%
KRC C 0.14% 0.13% 0.13%
KRG C 0.17% 0.18% 0.17%
LAD D 0.3% 0.27% 0.27%
LAMR A 0.38% 0.39% 0.38%
LANC D 0.15% 0.15% 0.15%
LEA D 0.3% 0.28% 0.28%
LECO D 0.53% 0.5% 0.5%
LEG F 0.09% 0.07% 0.07%
LFUS B 0.22% 0.24% 0.22%
LII C 0.57% 0.58% 0.57%
LITE F 0.12% 0.11% 0.11%
LIVN C 0.11% 0.13% 0.11%
LNTH B 0.16% 0.19% 0.16%
LNW D 0.34% 0.33% 0.33%
LOPE B 0.15% 0.16% 0.15%
LPX A 0.2% 0.21% 0.2%
LSCC F 0.4% 0.36% 0.36%
LSTR C 0.25% 0.24% 0.24%
M D 0.2% 0.2% 0.2%
MAN B 0.14% 0.14% 0.14%
MANH D 0.56% 0.5% 0.5%
MASI D 0.24% 0.2% 0.2%
MAT D 0.26% 0.25% 0.25%
MDU A 0.19% 0.2% 0.19%
MEDP D 0.34% 0.34% 0.34%
MIDD F 0.32% 0.28% 0.28%
MKSI D 0.31% 0.29% 0.29%
MMS B 0.19% 0.19% 0.19%
MORN D 0.29% 0.29% 0.29%
MP C 0.08% 0.08% 0.08%
MSA C 0.26% 0.26% 0.26%
MSM D 0.16% 0.16% 0.16%
MTDR D 0.27% 0.27% 0.27%
MTG B 0.22% 0.21% 0.21%
MTN D 0.31% 0.28% 0.28%
MTSI B 0.19% 0.21% 0.19%
MTZ B 0.21% 0.24% 0.21%
MUR D 0.24% 0.24% 0.24%
MUSA B 0.29% 0.29% 0.29%
NBIX C 0.5% 0.52% 0.5%
NEOG F 0.11% 0.09% 0.09%
NEU D 0.16% 0.15% 0.15%
NFG B 0.18% 0.19% 0.18%
NJR C 0.15% 0.16% 0.15%
NNN A 0.29% 0.29% 0.29%
NOV D 0.28% 0.28% 0.28%
NOVT D 0.23% 0.21% 0.21%
NSA C 0.11% 0.1% 0.1%
NSP C 0.14% 0.14% 0.14%
NVST F 0.13% 0.12% 0.12%
NVT B 0.46% 0.5% 0.46%
NWE B 0.11% 0.12% 0.11%
NXST B 0.2% 0.2% 0.2%
NYCB D 0.09% 0.1% 0.09%
NYT B 0.26% 0.3% 0.26%
OC A 0.54% 0.59% 0.54%
OGE A 0.25% 0.27% 0.25%
OGS D 0.13% 0.13% 0.13%
OHI C 0.28% 0.29% 0.28%
OLED B 0.27% 0.29% 0.27%
OLLI D 0.18% 0.18% 0.18%
OLN D 0.26% 0.25% 0.25%
ONB A 0.19% 0.21% 0.19%
ONTO B 0.33% 0.38% 0.33%
OPCH D 0.22% 0.2% 0.2%
ORA B 0.13% 0.14% 0.13%
ORI A 0.29% 0.31% 0.29%
OSK C 0.3% 0.29% 0.29%
OVV D 0.48% 0.49% 0.48%
OZK B 0.17% 0.19% 0.17%
PAG B 0.12% 0.11% 0.11%
PB B 0.23% 0.22% 0.22%
PBF F 0.23% 0.21% 0.21%
PCH D 0.14% 0.13% 0.13%
PCTY D 0.27% 0.28% 0.27%
PEN F 0.32% 0.3% 0.3%
PENN F 0.1% 0.09% 0.09%
PFGC D 0.42% 0.41% 0.41%
PGNY F 0.12% 0.1% 0.1%
PII F 0.19% 0.17% 0.17%
PK D 0.13% 0.12% 0.12%
PLNT B 0.2% 0.2% 0.2%
PNFP B 0.24% 0.24% 0.24%
PNM C 0.12% 0.12% 0.12%
POR B 0.16% 0.17% 0.16%
POST A 0.2% 0.2% 0.2%
POWI B 0.15% 0.16% 0.15%
PPC A 0.05% 0.06% 0.05%
PR D 0.3% 0.3% 0.3%
PRGO D 0.16% 0.16% 0.16%
PRI D 0.32% 0.29% 0.29%
PSTG B 0.57% 0.6% 0.57%
PVH D 0.31% 0.26% 0.26%
QLYS F 0.22% 0.21% 0.21%
R A 0.19% 0.21% 0.19%
RBC C 0.29% 0.29% 0.29%
RCM F 0.09% 0.1% 0.09%
REXR D 0.39% 0.36% 0.36%
RGA A 0.47% 0.52% 0.47%
RGEN F 0.35% 0.32% 0.32%
RGLD B 0.29% 0.31% 0.29%
RH C 0.19% 0.16% 0.16%
RLI C 0.22% 0.22% 0.22%
RMBS F 0.24% 0.23% 0.23%
RNR D 0.45% 0.45% 0.45%
RPM C 0.56% 0.55% 0.55%
RRC C 0.3% 0.34% 0.3%
RRX D 0.44% 0.39% 0.39%
RS D 0.7% 0.64% 0.64%
RYN D 0.17% 0.15% 0.15%
SAIA F 0.57% 0.41% 0.41%
SAIC B 0.25% 0.26% 0.25%
SAM F 0.11% 0.1% 0.1%
SBRA B 0.12% 0.13% 0.12%
SCI D 0.4% 0.39% 0.39%
SEIC D 0.26% 0.26% 0.26%
SF A 0.29% 0.32% 0.29%
SFM A 0.24% 0.29% 0.24%
SHC F 0.05% 0.05% 0.05%
SIGI F 0.24% 0.23% 0.23%
SKX A 0.3% 0.34% 0.3%
SLAB D 0.17% 0.15% 0.15%
SLGN B 0.14% 0.14% 0.14%
SLM C 0.18% 0.18% 0.18%
SMG C 0.11% 0.1% 0.1%
SNV A 0.21% 0.22% 0.21%
SNX A 0.26% 0.36% 0.26%
SON B 0.21% 0.22% 0.21%
SR B 0.12% 0.13% 0.12%
SRCL D 0.18% 0.16% 0.16%
SSB D 0.24% 0.23% 0.23%
SSD D 0.32% 0.28% 0.28%
ST B 0.2% 0.24% 0.2%
STAG D 0.26% 0.24% 0.24%
STWD B 0.22% 0.23% 0.22%
SWAV A 0.44% 0.46% 0.44%
SWN D 0.31% 0.3% 0.3%
SWX A 0.17% 0.17% 0.17%
SYNA F 0.14% 0.13% 0.13%
TCBI B 0.11% 0.11% 0.11%
TDC F 0.14% 0.12% 0.12%
TEX C 0.16% 0.15% 0.15%
TGNA B 0.11% 0.11% 0.11%
THC A 0.39% 0.47% 0.39%
THG A 0.18% 0.18% 0.18%
THO D 0.23% 0.21% 0.21%
TKR B 0.21% 0.22% 0.21%
TMHC B 0.24% 0.24% 0.24%
TNL D 0.13% 0.12% 0.12%
TOL B 0.49% 0.49% 0.49%
TPX C 0.36% 0.34% 0.34%
TREX D 0.4% 0.37% 0.37%
TTC D 0.35% 0.34% 0.34%
TTEK B 0.36% 0.43% 0.36%
TXRH B 0.38% 0.42% 0.38%
UA F 0.05% 0.05% 0.05%
UAA F 0.05% 0.05% 0.05%
UBSI C 0.18% 0.17% 0.17%
UFPI B 0.28% 0.28% 0.28%
UGI C 0.19% 0.2% 0.19%
UMBF C 0.14% 0.14% 0.14%
UNM B 0.36% 0.36% 0.36%
USFD A 0.45% 0.45% 0.45%
UTHR B 0.39% 0.46% 0.39%
VAC C 0.13% 0.12% 0.12%
VAL C 0.17% 0.17% 0.17%
VC C 0.12% 0.12% 0.12%
VLY D 0.12% 0.12% 0.12%
VMI B 0.17% 0.2% 0.17%
VNO F 0.17% 0.14% 0.14%
VNT D 0.26% 0.24% 0.24%
VOYA B 0.28% 0.29% 0.28%
VSH D 0.1% 0.11% 0.1%
VVV D 0.21% 0.21% 0.21%
WBS D 0.32% 0.3% 0.3%
WCC B 0.28% 0.29% 0.28%
WEN D 0.12% 0.12% 0.12%
WERN D 0.09% 0.09% 0.09%
WEX D 0.37% 0.34% 0.34%
WFRD C 0.31% 0.33% 0.31%
WH F 0.23% 0.23% 0.23%
WHR F 0.24% 0.2% 0.2%
WING C 0.39% 0.44% 0.39%
WLK B 0.18% 0.19% 0.18%
WMS B 0.43% 0.43% 0.43%
WOLF F 0.1% 0.11% 0.1%
WPC B 0.45% 0.47% 0.45%
WSM A 0.75% 0.74% 0.74%
WSO A 0.49% 0.55% 0.49%
WTFC B 0.23% 0.23% 0.23%
WTRG B 0.34% 0.37% 0.34%
WTS B 0.21% 0.22% 0.21%
WU D 0.18% 0.18% 0.18%
WWD A 0.34% 0.41% 0.34%
X F 0.33% 0.32% 0.32%
XPO D 0.52% 0.49% 0.49%
YETI D 0.12% 0.11% 0.11%
ZD F 0.11% 0.09% 0.09%
ZI F 0.17% 0.14% 0.14%
ZION B 0.24% 0.25% 0.24%
IVOO Overweight 3 Positions Relative to SPMD
Symbol Grade Weight
VST B 0.86%
FOXF D 0.08%
CABO F 0.07%
IVOO Underweight 3 Positions Relative to SPMD
Symbol Grade Weight
DUOL D -0.33%
XRAY F -0.22%
AAON D -0.19%
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