DIVD vs MEDX
Comparison between ALTRIUS GLOBAL DIVIDEND ETF (DIVD, ETF) and HORIZON KINETICS MEDICAL ETF (MEDX, ETF).
DIVD vs MEDX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DIVD
$19M
MEDX
$19M
Expense Ratio
Winner
DIVD
0.49%
MEDX
0.85%
Max Drawdown
Winner
DIVD
14.08%
MEDX
24.64%
Sharpe Ratio
Winner
DIVD
1.74
MEDX
1.25
5Y Beta
DIVD
0.55
Winner
MEDX
0.50
P/E Ratio
Winner
DIVD
21.87
MEDX
383.71
Forward P/E
Winner
DIVD
13.66
MEDX
20.79
PEG Ratio
DIVD
0.50
MEDX
N/A
5Y EPS CAGR
DIVD
4.96%
Winner
MEDX
5.90%
Debt to Equity
Winner
DIVD
36.99%
MEDX
114.07%
P/S Ratio
Winner
DIVD
0.14
MEDX
5.61
P/B Ratio
Winner
DIVD
2.42
MEDX
5.93
DIVD vs MEDX - Holdings Comparison
DIVD and MEDX have 7 common holdings. Overlap is 9.17%
DIVD's top 25 holdings weight is 52.71%. MEDX's top 25 holdings weight is 98.34%.
| Rank | DIVD | MEDX |
|---|---|---|
| #1 | NXP SEMICONDUCTORS NV (NXPI) - 2.59% | ELI LILLY AND CO (LLY) - 18.46% |
| #2 | ROYAL BANK OF CANADA (n/a) - 2.52% | ABBVIE INC (ABBV) - 8.85% |
| #3 | DEUTSCHE POST AG ADR (DHLGY) - 2.46% | US BANK MMDA USBGFS 7 (n/a) - 7.26% |
| #4 | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 2.44% | NOVARTIS AG ADR (NVS) - 6.89% |
| #5 | BNP PARIBAS ADR (BNPQY) - 2.27% | JOHNSON & JOHNSON (JNJ) - 5.59% |
| #6 | n/a (MURGY) - 2.27% | ALKERMES PLC (ALKS) - 5.53% |
| #7 | PUBLICIS GROUPE SA ADR (PUBGY) - 2.25% | ASTRAZENECA PLC (AZN:XLON) - 4.98% |
| #8 | AMBEV SA ADR (ABEV) - 2.24% | IONIS PHARMACEUTICALS INC (IONS) - 4.53% |
| #9 | AXA SA ADR (AXAHY) - 2.20% | BRISTOL-MYERS SQUIBB CO (BMY) - 4.42% |
| #10 | SIEMENS AG ADR (SIEGY) - 2.20% | MERCK & CO INC (MRK) - 3.96% |
| #11 | RECKITT BENCKISER GROUP PLC ADR (RBGLY) - 2.17% | AMGEN INC (AMGN) - 3.91% |
| #12 | NOVARTIS AG ADR (NVS) - 2.17% | ALNYLAM PHARMACEUTICALS INC (ALNY) - 3.42% |
| #13 | NESTLE SA ADR (NSRGY) - 2.12% | BIOGEN INC (BIIB) - 3.09% |
| #14 | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 2.09% | PFIZER INC (PFE) - 2.86% |
| #15 | ROCHE HOLDING AG ADR (RHHBY) - 2.05% | GSK PLC ADR (GSK) - 2.71% |
| #16 | GSK PLC ADR (GSK) - 1.96% | CRISPR THERAPEUTICS AG (CRSP) - 2.64% |
| #17 | SANOFI SA ADR (SNY) - 1.96% | REGENERON PHARMACEUTICALS INC (REGN) - 2.06% |
| #18 | TOYOTA MOTOR CORP ADR (TM) - 1.91% | BEAM THERAPEUTICS INC (BEAM) - 1.51% |
| #19 | VINCI SA ADR (VCISY) - 1.89% | GALECTIN THERAPEUTICS INC (GALT) - 1.14% |
| #20 | BP PLC ADR (BP) - 1.85% | INTELLIA THERAPEUTICS INC (NTLA) - 1.12% |
| #21 | BAE SYSTEMS PLC ADR (BAESY) - 1.85% | SANDOZ GROUP AG ADR (SDZNY) - 0.80% |
| #22 | TOTALENERGIES SE (TTE) - 1.85% | VANDA PHARMACEUTICALS INC (VNDA) - 0.73% |
| #23 | CAPGEMINI SE ADR (CGEMY) - 1.84% | REPLIMUNE GROUP INC (REPL) - 0.73% |
| #24 | ASTRAZENECA PLC (AZN) - 1.84% | HALEON PLC ADR (HLN) - 0.60% |
| #25 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.72% | LANTERN PHARMA INC ORDINARY SHARES (LTRN) - 0.55% |
| Total Holdings | 66 | 34 |
DIVD vs MEDX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DIVD
+3.58%
MEDX
+2.26%
3M
DIVD
+4.52%
Winner
MEDX
+7.53%
6M
Winner
DIVD
+11.33%
MEDX
+4.55%
1Y
DIVD
+25.81%
Winner
MEDX
+30.43%
Max(CAGR)
Winner
DIVD
+20.24%
MEDX
+5.84%
DIVD vs MEDX - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | DIVD | MEDX |
|---|---|---|
| 2026 | +14.04% | +5.97% |
| 2025 | +26.64% | +27.78% |
| 2024 | +2.44% | -6.65% |
| 2023 | +13.62% | -6.24% |
| 2022 | +18.37% | N/A |
DIVD vs MEDX Drawdown Comparison
The maximum drawdown for DIVD was -13.88%, occurring on Apr 8, 2025. Recovery took 60 trading sessions.
The maximum drawdown for MEDX was -23.10%, occurring on Apr 10, 2025. Recovery took 271 trading sessions.
The current DIVD drawdown is -0.26%. The current MEDX drawdown is -6.69%.
| Rank | DIVD | MEDX |
|---|---|---|
| #1 | -13.88% Mar 7, 2025 - Jun 3, 2025 | -23.10% Aug 30, 2024 - Oct 1, 2025 |
| #2 | -10.58% Jul 31, 2023 - Dec 13, 2023 | -15.48% May 10, 2023 - Feb 28, 2024 |
| #3 | -8.72% Sep 27, 2024 - Feb 18, 2025 | -10.54% Feb 24, 2026 - Jun 25, 2026 |
| #4 | -8.66% Feb 1, 2023 - Apr 17, 2023 | -10.25% Feb 28, 2024 - Jul 11, 2024 |
| #5 | -7.47% Apr 18, 2023 - Jul 18, 2023 | -9.31% Feb 13, 2023 - May 5, 2023 |
| #6 | -6.70% Feb 11, 2026 - Apr 17, 2026 | -7.82% Jul 7, 2026 - Jul 20, 2026 |
| #7 | -4.86% Mar 28, 2024 - May 15, 2024 | -5.24% Jul 16, 2024 - Aug 19, 2024 |
| #8 | -4.53% Jul 23, 2025 - Aug 19, 2025 | -3.98% Jan 7, 2026 - Feb 4, 2026 |
| #9 | -4.50% May 15, 2024 - Aug 16, 2024 | -3.88% Nov 26, 2025 - Jan 7, 2026 |
| #10 | -4.38% Oct 4, 2022 - Oct 21, 2022 | -3.27% Oct 20, 2025 - Nov 11, 2025 |
| #11 | -4.02% Dec 2, 2022 - Jan 6, 2023 | -2.11% Feb 4, 2026 - Feb 6, 2026 |
| #12 | -3.33% Nov 12, 2025 - Nov 26, 2025 | -1.83% Jun 29, 2026 - Jul 2, 2026 |
| #13 | -3.20% Oct 3, 2025 - Nov 11, 2025 | -1.62% Oct 9, 2025 - Oct 20, 2025 |
| #14 | -3.08% Jan 8, 2024 - Feb 22, 2024 | -1.61% Nov 18, 2025 - Nov 24, 2025 |
| #15 | -2.80% Aug 30, 2024 - Sep 19, 2024 | -1.48% Jan 31, 2023 - Feb 13, 2023 |
Correlation
Correlation between DIVD and MEDX is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2022 - 2026)
DIVD vs MEDX dividend yield comparison.
| Year | DIVD | MEDX |
|---|---|---|
| 2026 | 1.53% | 0.00% |
| 2025 | 2.86% | 1.23% |
| 2024 | 3.39% | 1.92% |
| 2023 | 2.96% | 4.94% |
| 2022 | 0.60% | 0.00% |
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