MDST vs SPTB
Comparison between Westwood Salient Enhanced Midstream Income ETF (MDST, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO TREASURY ETF (SPTB, ETF).
MDST vs SPTB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MDST
$287M
SPTB
$287M
Expense Ratio
MDST
0.80%
Winner
SPTB
0.03%
Max Drawdown
MDST
16.16%
Winner
SPTB
6.47%
Sharpe Ratio
Winner
MDST
1.28
SPTB
-0.52
5Y Beta
MDST
0.40
Winner
SPTB
0.00
P/E Ratio
MDST
21.76
SPTB
N/A
Forward P/E
MDST
16.91
SPTB
N/A
5Y EPS CAGR
MDST
15.09%
SPTB
N/A
P/S Ratio
MDST
1.07
SPTB
N/A
P/B Ratio
MDST
3.44
SPTB
N/A
MDST vs SPTB - Historical Returns
Returns include dividend reinvestment.
1M
MDST
-1.78%
Winner
SPTB
+0.72%
3M
Winner
MDST
+0.86%
SPTB
+0.39%
6M
Winner
MDST
+7.37%
SPTB
-1.23%
1Y
Winner
MDST
+21.25%
SPTB
+2.07%
Max(CAGR)
Winner
MDST
+18.04%
SPTB
+3.74%
MDST vs SPTB - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | MDST | SPTB |
|---|---|---|
| 2026 | +17.00% | +0.21% |
| 2025 | +5.61% | +6.10% |
| 2024 | +17.22% | +2.17% |
MDST vs SPTB Drawdown Comparison
The maximum drawdown for MDST was -14.19%, occurring on Apr 8, 2025. Recovery took 82 trading sessions.
The maximum drawdown for SPTB was -4.96%, occurring on Jan 14, 2025. Recovery took 138 trading sessions.
The current MDST drawdown is -2.20%. The current SPTB drawdown is -1.68%.
| Rank | MDST | SPTB |
|---|---|---|
| #1 | -14.19% Apr 2, 2025 - Jul 31, 2025 | -4.96% Sep 16, 2024 - Apr 4, 2025 |
| #2 | -7.50% Jan 21, 2025 - Apr 2, 2025 | -2.90% Feb 27, 2026 - May 19, 2026 |
| #3 | -7.20% Nov 29, 2024 - Jan 14, 2025 | -2.66% Apr 4, 2025 - Aug 1, 2025 |
| #4 | -6.75% Jul 31, 2025 - Dec 4, 2025 | -1.33% Jun 14, 2024 - Jul 11, 2024 |
| #5 | -4.99% May 19, 2026 - Jul 14, 2026 | -1.20% Aug 5, 2024 - Aug 21, 2024 |
| #6 | -4.30% Mar 27, 2026 - Apr 30, 2026 | -1.01% Oct 22, 2025 - Nov 26, 2025 |
| #7 | -4.21% Jul 22, 2024 - Aug 19, 2024 | -0.98% May 21, 2024 - Jun 3, 2024 |
| #8 | -4.08% Jul 23, 2026 - Aug 18, 2026 | -0.92% Jun 6, 2024 - Jun 13, 2024 |
| #9 | -3.67% Apr 9, 2024 - Apr 25, 2024 | -0.90% Nov 26, 2025 - Feb 10, 2026 |
| #10 | -3.16% May 4, 2026 - May 13, 2026 | -0.67% Jul 17, 2024 - Jul 30, 2024 |
| #11 | -3.11% Dec 4, 2025 - Jan 2, 2026 | -0.66% Sep 16, 2025 - Oct 10, 2025 |
| #12 | -3.01% May 20, 2024 - Jun 24, 2024 | -0.57% Aug 21, 2024 - Sep 4, 2024 |
| #13 | -2.73% Jan 2, 2026 - Jan 16, 2026 | -0.56% Aug 5, 2025 - Aug 27, 2025 |
| #14 | -2.67% Sep 23, 2024 - Oct 3, 2024 | -0.27% Aug 28, 2025 - Sep 3, 2025 |
| #15 | -2.35% Aug 30, 2024 - Sep 16, 2024 | -0.22% Jul 12, 2024 - Jul 16, 2024 |
Correlation
Correlation between MDST and SPTB is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2024 - 2026)
MDST vs SPTB dividend yield comparison.
| Year | MDST | SPTB |
|---|---|---|
| 2026 | 6.14% | 2.39% |
| 2025 | 10.22% | 4.23% |
| 2024 | 6.60% | 2.76% |
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