MBSD vs SPDV
Comparison between FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND (MBSD, ETF) and AAM S&P 500 HIGH DIVIDEND VALUE ETF (SPDV, ETF).
5-Year PerformanceSPDV has outperformed MBSD, delivering a return of +8.6% compared to +0.6%
MBSD vs SPDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MBSD vs SPDV - Historical Returns
Returns include dividend reinvestment.
MBSD vs SPDV - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | MBSD | SPDV |
|---|---|---|
| 2026 | +0.62% | +14.72% |
| 2025 | +7.10% | +10.63% |
| 2024 | +2.83% | +12.97% |
| 2023 | +4.23% | +5.19% |
| 2022 | -9.31% | -3.20% |
| 2021 | -1.24% | +31.52% |
| 2020 | +5.22% | -5.75% |
| 2019 | +5.89% | +20.27% |
| 2018 | +0.19% | -7.08% |
| 2017 | +0.94% | +3.65% |
| 2016 | +0.74% | N/A |
| 2015 | +1.76% | N/A |
| 2014 | +1.20% | N/A |
MBSD vs SPDV Drawdown Comparison
The maximum drawdown for MBSD was -14.36%, occurring on Oct 20, 2022. Recovery took 1152 trading sessions.
The maximum drawdown for SPDV was -43.82%, occurring on Mar 23, 2020. Recovery took 266 trading sessions.
The current MBSD drawdown is -1.02%.
| Rank | MBSD | SPDV |
|---|---|---|
| #1 | -14.36% Feb 2, 2021 - Sep 4, 2025 | -43.82% Jan 17, 2020 - Feb 8, 2021 |
| #2 | -3.08% Nov 2, 2016 - Feb 15, 2019 | -21.32% Apr 20, 2022 - Mar 11, 2024 |
| #3 | -2.98% Mar 9, 2020 - Apr 24, 2020 | -18.62% Nov 29, 2024 - Aug 22, 2025 |
| #4 | -2.17% Feb 27, 2026 - Mar 26, 2026 | -18.50% Sep 21, 2018 - Oct 29, 2019 |
| #5 | -2.10% Jan 20, 2016 - Jul 5, 2016 | -9.85% Jan 26, 2018 - Aug 17, 2018 |
| #6 | -1.97% Aug 24, 2015 - Jan 14, 2016 | -9.60% Jun 8, 2021 - Jan 4, 2022 |
| #7 | -1.27% Apr 17, 2015 - Aug 24, 2015 | -6.37% Mar 28, 2024 - Jul 16, 2024 |
| #8 | -1.08% Jul 6, 2016 - Sep 28, 2016 | -5.99% Jul 30, 2024 - Aug 23, 2024 |
| #9 | -0.97% Nov 4, 2019 - Dec 3, 2019 | -5.80% Feb 11, 2026 - May 22, 2026 |
| #10 | -0.83% Sep 22, 2025 - Oct 16, 2025 | -5.24% Oct 3, 2025 - Dec 10, 2025 |
| #11 | -0.72% Sep 5, 2019 - Oct 2, 2019 | -5.14% Jan 14, 2022 - Mar 29, 2022 |
| #12 | -0.71% Jun 16, 2020 - Aug 4, 2020 | -4.90% Mar 15, 2021 - Apr 21, 2021 |
| #13 | -0.68% Oct 28, 2025 - Nov 24, 2025 | -3.56% May 10, 2021 - May 17, 2021 |
| #14 | -0.68% Oct 7, 2019 - Nov 4, 2019 | -3.45% Oct 16, 2024 - Nov 7, 2024 |
| #15 | -0.67% Sep 28, 2016 - Nov 1, 2016 | -3.42% Aug 30, 2024 - Sep 19, 2024 |
Correlation
Correlation between MBSD and SPDV is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2014 - 2026)
MBSD vs SPDV dividend yield comparison.
| Year | MBSD | SPDV |
|---|---|---|
| 2026 | 1.48% | 1.29% |
| 2025 | 4.23% | 3.85% |
| 2024 | 3.91% | 3.54% |
| 2023 | 3.39% | 3.95% |
| 2022 | 3.03% | 3.73% |
| 2021 | 2.41% | 3.08% |
| 2020 | 2.78% | 3.90% |
| 2019 | 3.42% | 3.54% |
| 2018 | 3.22% | 3.63% |
| 2017 | 3.30% | 0.28% |
| 2016 | 3.02% | 0.00% |
| 2015 | 3.46% | 0.00% |
| 2014 | 0.83% | 0.00% |
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