EQWL vs MDYV
Comparison between INVESCO S&P 100 EQUAL WEIGHT ETF (EQWL, ETF) and STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP VALUE ETF (MDYV, ETF).
5-Year PerformanceEQWL has outperformed MDYV, delivering a return of +11.9% compared to +8.0%
EQWL vs MDYV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EQWL
$2.60B
MDYV
$2.60B
Expense Ratio
EQWL
0.25%
Winner
MDYV
0.15%
Max Drawdown
Winner
EQWL
50.05%
MDYV
62.59%
Sharpe Ratio
Winner
EQWL
1.50
MDYV
1.14
5Y Beta
Winner
EQWL
0.77
MDYV
0.90
P/E Ratio
EQWL
24.41
Winner
MDYV
21.40
Forward P/E
EQWL
18.87
Winner
MDYV
14.04
PEG Ratio
EQWL
0.52
Winner
MDYV
0.07
5Y Dividends CAGR
EQWL
7.91%
Winner
MDYV
8.23%
5Y EPS CAGR
Winner
EQWL
13.16%
MDYV
8.98%
Debt to Equity
EQWL
75.88%
Winner
MDYV
43.55%
P/S Ratio
EQWL
2.87
Winner
MDYV
1.06
P/B Ratio
EQWL
4.39
Winner
MDYV
2.00
EQWL vs MDYV - Holdings Comparison
EQWL and MDYV have 1 common holdings. Overlap is 0.00%
EQWL's top 25 holdings weight is 32.83%. MDYV's top 25 holdings weight is 21.78%.
| Rank | EQWL | MDYV |
|---|---|---|
| #1 | INTEL CORP (INTC) - 2.40% | ALCOA CORP (AA) - 1.28% |
| #2 | ADVANCED MICRO DEVICES INC (AMD) - 2.29% | TD SYNNEX CORP (SNX) - 1.23% |
| #3 | MICRON TECHNOLOGY INC (MU) - 1.99% | RELIANCE INC (RS) - 1.21% |
| #4 | QUALCOMM INC (QCOM) - 1.73% | WESCO INTERNATIONAL INC (WCC) - 1.06% |
| #5 | TEXAS INSTRUMENTS INC (TXN) - 1.52% | US FOODS HOLDING CORP (USFD) - 1.05% |
| #6 | CISCO SYSTEMS INC (CSCO) - 1.41% | OVINTIV INC (OVV) - 0.96% |
| #7 | LAM RESEARCH CORP (LRCX) - 1.37% | BORGWARNER INC (BWA) - 0.90% |
| #8 | UNITEDHEALTH GROUP INC (UNH) - 1.23% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.90% |
| #9 | APPLIED MATERIALS INC (AMAT) - 1.21% | PERFORMANCE FOOD GROUP CO (PFGC) - 0.89% |
| #10 | CATERPILLAR INC (CAT) - 1.19% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.86% |
| #11 | GE VERNOVA INC (GEV) - 1.18% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.85% |
| #12 | MORGAN STANLEY (MS) - 1.17% | REGAL REXNORD CORP (RRX) - 0.84% |
| #13 | AMAZON.COM INC (AMZN) - 1.16% | ARAMARK (ARMK) - 0.84% |
| #14 | BROADCOM INC (AVGO) - 1.15% | JONES LANG LASALLE INC (JLL) - 0.82% |
| #15 | THE GOLDMAN SACHS GROUP INC (GS) - 1.12% | TOLL BROTHERS INC (TOL) - 0.78% |
| #16 | BANK OF NEW YORK MELLON CORP (BNY) - 1.12% | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.77% |
| #17 | CVS HEALTH CORP (CVS) - 1.11% | ENTEGRIS INC (ENTG) - 0.77% |
| #18 | ORACLE CORP (ORCL) - 1.10% | UNUM GROUP (UNM) - 0.76% |
| #19 | APPLE INC (AAPL) - 1.10% | WATSCO INC ORDINARY SHARES (WSO) - 0.75% |
| #20 | CITIGROUP INC (C) - 1.08% | SAIA INC (SAIA) - 0.74% |
| #21 | NVIDIA CORP (NVDA) - 1.07% | n/a (KNX) - 0.74% |
| #22 | BLACKROCK INC (BLK) - 1.05% | ALLY FINANCIAL INC (ALLY) - 0.70% |
| #23 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.03% | FIDELITY NATIONAL FINANCIAL INC (FNF) - 0.70% |
| #24 | FEDEX CORP (FDX) - 1.03% | FIRST HORIZON CORP (FHN) - 0.69% |
| #25 | ALTRIA GROUP INC (MO) - 1.02% | ARROW ELECTRONICS INC (ARW) - 0.69% |
| Total Holdings | 103 | 303 |
EQWL vs MDYV - Historical Returns
Returns include dividend reinvestment.
1M
EQWL
+2.88%
Winner
MDYV
+4.87%
3M
EQWL
+10.11%
Winner
MDYV
+12.48%
6M
EQWL
+9.16%
Winner
MDYV
+10.20%
1Y
EQWL
+20.70%
Winner
MDYV
+22.11%
5Y(CAGR)
Winner
EQWL
+11.87%
MDYV
+8.01%
10Y(CAGR)
Winner
EQWL
+14.69%
MDYV
+10.82%
Max(CAGR)
Winner
EQWL
+10.75%
MDYV
+9.09%
EQWL vs MDYV - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | EQWL | MDYV |
|---|---|---|
| 2026 | +9.02% | +10.72% |
| 2025 | +17.96% | +7.89% |
| 2024 | +18.86% | +11.46% |
| 2023 | +19.22% | +15.49% |
| 2022 | -11.98% | -7.79% |
| 2021 | +29.98% | +32.87% |
| 2020 | +13.02% | +3.95% |
| 2019 | +29.24% | +25.64% |
| 2018 | -6.49% | -12.74% |
| 2017 | +23.46% | +11.16% |
| 2016 | +15.52% | +27.76% |
| 2015 | -1.56% | -6.72% |
| 2014 | +16.02% | +13.69% |
| 2013 | +32.97% | +31.45% |
| 2012 | +10.13% | +16.71% |
| 2011 | +2.17% | -3.66% |
| 2010 | +12.49% | +20.67% |
| 2009 | +16.54% | +31.76% |
| 2008 | -32.23% | -34.65% |
| 2007 | +10.04% | -1.23% |
| 2006 | +2.55% | +14.50% |
| 2005 | N/A | +2.32% |
EQWL vs MDYV Drawdown Comparison
The maximum drawdown for EQWL was -49.37%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for MDYV was -60.74%, occurring on Mar 6, 2009. Recovery took 968 trading sessions.
The current EQWL drawdown is -0.19%.
| Rank | EQWL | MDYV |
|---|---|---|
| #1 | -49.37% Oct 12, 2007 - Mar 15, 2012 | -60.74% Jun 4, 2007 - Apr 5, 2011 |
| #2 | -34.29% Feb 12, 2020 - Sep 2, 2020 | -45.87% Jan 16, 2020 - Dec 4, 2020 |
| #3 | -23.00% Jan 4, 2022 - Dec 11, 2023 | -25.52% Apr 28, 2011 - Mar 15, 2012 |
| #4 | -18.06% Sep 21, 2018 - Apr 8, 2019 | -22.81% Aug 29, 2018 - Nov 5, 2019 |
| #5 | -16.08% May 20, 2015 - Jun 6, 2016 | -22.59% Nov 25, 2024 - Dec 10, 2025 |
| #6 | -14.96% Feb 19, 2025 - Jun 10, 2025 | -21.23% Jun 23, 2015 - Jun 8, 2016 |
| #7 | -10.33% Jul 19, 2007 - Oct 1, 2007 | -19.02% Jan 4, 2022 - Jan 27, 2023 |
| #8 | -10.13% Jan 26, 2018 - Aug 27, 2018 | -18.70% Feb 2, 2023 - Dec 19, 2023 |
| #9 | -8.62% Sep 19, 2014 - Nov 5, 2014 | -12.24% Mar 19, 2012 - Sep 7, 2012 |
| #10 | -7.86% Sep 2, 2020 - Nov 9, 2020 | -10.53% Feb 6, 2026 - Jun 2, 2026 |
| #11 | -7.77% Feb 6, 2026 - Apr 30, 2026 | -10.31% Sep 2, 2014 - Nov 24, 2014 |
| #12 | -7.58% May 1, 2012 - Jul 19, 2012 | -9.35% Jan 23, 2018 - Jun 7, 2018 |
| #13 | -7.41% Oct 18, 2012 - Jan 3, 2013 | -9.07% May 7, 2021 - Oct 25, 2021 |
| #14 | -6.82% Apr 30, 2019 - Jun 20, 2019 | -9.01% May 9, 2006 - Oct 13, 2006 |
| #15 | -6.52% Jan 15, 2014 - Mar 4, 2014 | -8.70% Nov 15, 2021 - Jan 4, 2022 |
Correlation
Correlation between EQWL and MDYV is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2005 - 2026)
EQWL vs MDYV dividend yield comparison.
| Year | EQWL | MDYV |
|---|---|---|
| 2026 | 0.41% | 0.40% |
| 2025 | 1.67% | 1.72% |
| 2024 | 1.86% | 1.89% |
| 2023 | 1.97% | 1.59% |
| 2022 | 2.12% | 1.90% |
| 2021 | 1.65% | 1.74% |
| 2020 | 2.01% | 1.69% |
| 2019 | 2.04% | 1.83% |
| 2018 | 2.23% | 2.28% |
| 2017 | 1.27% | 2.48% |
| 2016 | 2.01% | 1.83% |
| 2015 | 2.03% | 4.31% |
| 2014 | 1.74% | 4.05% |
| 2013 | 1.61% | 1.40% |
| 2012 | 2.52% | 2.08% |
| 2011 | 2.18% | 1.74% |
| 2010 | 1.52% | 2.24% |
| 2009 | 1.42% | 2.37% |
| 2008 | 1.48% | 4.30% |
| 2007 | 0.92% | 2.13% |
| 2006 | 0.08% | 3.56% |
| 2005 | 0.00% | 0.31% |
Select Stocks to Compare
Popular: EQWL vs SPYMDYV vs SPY
More Comparisons
Compare with similar stocks