MDST vs WOOD

Comparison between Westwood Salient Enhanced Midstream Income ETF (MDST, ETF) and ISHARES GLOBAL TIMBER & FORESTRY ETF (WOOD, ETF).

MDST vs WOOD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MDST(ETF)	WOOD(ETF)
Net Assets	$252M	$252M
Expense Ratio	0.80%	0.40%
Max Drawdown	16.16%	63.84%
Sharpe Ratio	1.16	-0.48
5Y Beta	0.45	0.70
P/E Ratio	23.94	N/A
Forward P/E	16.62	N/A
5Y Dividends CAGR	N/A	8.13%
5Y EPS CAGR	15.49%	N/A
P/S Ratio	1.12	N/A
P/B Ratio	3.41	N/A

Net Assets

MDST

$252M

Winner

WOOD

$252M

Expense Ratio

MDST

0.80%

Winner

WOOD

0.40%

Max Drawdown

Winner

MDST

16.16%

WOOD

63.84%

Sharpe Ratio

Winner

MDST

1.16

WOOD

-0.48

5Y Beta

Winner

MDST

0.45

WOOD

0.70

P/E Ratio

MDST

23.94

WOOD

N/A

Forward P/E

MDST

16.62

WOOD

N/A

5Y Dividends CAGR

MDST

N/A

WOOD

8.13%

5Y EPS CAGR

MDST

15.49%

WOOD

N/A

P/S Ratio

MDST

1.12

WOOD

N/A

P/B Ratio

MDST

3.41

WOOD

N/A

MDST vs WOOD - Holdings Comparison

MDST and WOOD have 1 common holdings. Overlap is -0.20%

MDST's top 25 holdings weight is 100.91%. WOOD's top 25 holdings weight is 99.37%.

Rank	MDST	WOOD
#1	ENBRIDGE INC (n/a) - 9.05%	WEYERHAEUSER CO (WY) - 8.58%
#2	ENERGY TRANSFER LP (ET) - 8.88%	SUZANO SA (n/a) - 7.11%
#3	WILLIAMS COMPANIES INC (WMB) - 8.39%	WEST FRASER TIMBER CO.LTD (n/a) - 6.49%
#4	ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 6.80%	SMURFIT WESTROCK PLC (SW) - 6.42%
#5	DT MIDSTREAM INC ORDINARY SHARES (DTM) - 6.33%	KLABIN SA CTF DE DEPOSITO DE ACOES CONS OF 1 SH ' 4 PFD SHS (n/a) - 5.72%
#6	KINDER MORGAN INC CLASS P (KMI) - 5.56%	INTERNATIONAL PAPER CO (IP) - 5.67%
#7	TC ENERGY CORP (n/a) - 4.89%	SYLVAMO CORP ORDINARY SHARES WHEN ISSUED (SLVM) - 4.72%
#8	PEMBINA PIPELINE CORP (n/a) - 4.85%	STORA ENSO OYJ CLASS R (n/a) - 4.70%
#9	SOUTH BOW CORP (n/a) - 4.61%	UPM-KYMMENE OYJ (n/a) - 4.61%
#10	ONEOK INC (OKE) - 4.55%	MONDI PLC (n/a) - 4.26%
#11	TARGA RESOURCES CORP (TRGP) - 4.54%	RAYONIER INC (RYN) - 4.26%
#12	PLAINS GP HOLDINGS LP CLASS A (PAGP) - 4.54%	SVENSKA CELLULOSA AB CLASS B (n/a) - 4.25%
#13	MPLX LP PARTNERSHIP UNITS (MPLX) - 4.47%	NINE DRAGONS PAPER (HOLDINGS) LTD (n/a) - 4.09%
#14	ANTERO MIDSTREAM CORP (AM) - 4.42%	OJI HOLDINGS CORP (n/a) - 4.08%
#15	CHENIERE ENERGY INC (LNG) - 4.30%	HOLMEN AB CLASS B (n/a) - 3.71%
#16	HESS MIDSTREAM LP CLASS A (HESM) - 4.07%	SCG PACKAGING PCL NVDR (n/a) - 3.64%
#17	KINETIK HOLDINGS INC (KNTK) - 2.95%	SUMITOMO FORESTRY CO LTD (n/a) - 3.58%
#18	WESTERN MIDSTREAM PARTNERS LP (WES) - 2.45%	EMPRESAS CMPC SA (n/a) - 2.34%
#19	US DOLLARS (n/a) - 1.88%	SHANDONG SUNPAPER CO LTD CLASS A (n/a) - 2.31%
#20	n/a (VG) - 1.51%	THE NAVIGATOR CO SA (n/a) - 2.14%
#21	NEXTDECADE CORP (NEXT) - 0.91%	NIPPON PAPER INDUSTRIES CO LTD (n/a) - 2.10%
#22	DELEK LOGISTICS PARTNERS LP (DKL) - 0.45%	BILLERUD AB (n/a) - 1.88%
#23	SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 0.38%	SAPPI LTD (n/a) - 1.35%
#24	GENESIS ENERGY LP (GEL) - 0.13%	DEXCO SA (n/a) - 0.76%
#25	KMI US 06/18/26 C35 (n/a) - 0.00%	PT INDAH KIAT PULP & PAPER TBK (n/a) - 0.60%
Total Holdings	119	56

MDST vs WOOD - Historical Returns

Returns include dividend reinvestment.

Period	MDST	WOOD
1 month	-2.47%	+6.06%
3 months	+2.54%	-3.09%
6 months	+15.35%	-2.24%
1 year	+17.98%	-4.07%
5 years(CAGR)	N/A	-2.87%
10 years(CAGR)	N/A	+6.17%
Max(CAGR)	+18.15%	+3.85%

MDST

-2.47%

Winner

WOOD

+6.06%

Winner

MDST

+2.54%

WOOD

-3.09%

Winner

MDST

+15.35%

WOOD

-2.24%

Winner

MDST

+17.98%

WOOD

-4.07%

5Y(CAGR)

MDST

N/A

WOOD

-2.87%

10Y(CAGR)

MDST

N/A

WOOD

+6.17%

Max(CAGR)

Winner

MDST

+18.15%

WOOD

+3.85%

MDST vs WOOD - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	MDST	WOOD
2026	+13.51%	-5.22%
2025	+5.61%	-3.16%
2024	+17.22%	-3.47%
2023	N/A	+13.46%
2022	N/A	-18.86%
2021	N/A	+17.65%
2020	N/A	+20.67%
2019	N/A	+19.41%
2018	N/A	-18.93%
2017	N/A	+33.95%
2016	N/A	+15.79%
2015	N/A	-8.05%
2014	N/A	+3.51%
2013	N/A	+15.18%
2012	N/A	+21.19%
2011	N/A	-17.28%
2010	N/A	+13.88%
2009	N/A	+38.49%
2008	N/A	-38.85%

MDST vs WOOD Drawdown Comparison

The maximum drawdown for MDST was -14.19%, occurring on Apr 8, 2025. Recovery took 82 trading sessions.

The maximum drawdown for WOOD was -63.24%, occurring on Mar 9, 2009. Recovery took 585 trading sessions.

The current MDST drawdown is -3.79%. The current WOOD drawdown is -21.94%.

Rank	MDST	WOOD
#1	-14.19% Apr 2, 2025 - Jul 31, 2025	-63.24% Sep 19, 2008 - Jan 14, 2011
#2	-7.50% Jan 21, 2025 - Apr 2, 2025	-50.20% Jun 6, 2018 - Dec 16, 2020
#3	-7.20% Nov 29, 2024 - Jan 14, 2025	-34.33% Apr 4, 2011 - Mar 27, 2013
#4	-6.75% Jul 31, 2025 - Dec 4, 2025	-31.85% May 10, 2021 - Sep 26, 2022
#5	-4.99% May 19, 2026 - May 29, 2026	-29.49% Feb 13, 2015 - Dec 8, 2016
#6	-4.30% Mar 27, 2026 - Apr 30, 2026	-11.99% May 20, 2013 - Sep 11, 2013
#7	-4.21% Jul 22, 2024 - Aug 19, 2024	-11.11% Mar 6, 2014 - Dec 23, 2014
#8	-3.67% Apr 9, 2024 - Apr 25, 2024	-9.05% Jun 25, 2008 - Aug 8, 2008
#9	-3.16% May 4, 2026 - May 13, 2026	-8.41% Sep 3, 2008 - Sep 19, 2008
#10	-3.11% Dec 4, 2025 - Jan 2, 2026	-8.40% Jan 29, 2018 - Feb 26, 2018
#11	-3.01% May 20, 2024 - Jun 24, 2024	-7.53% Feb 17, 2011 - Mar 29, 2011
#12	-2.73% Jan 2, 2026 - Jan 16, 2026	-6.46% Jan 16, 2014 - Feb 14, 2014
#13	-2.67% Sep 23, 2024 - Oct 3, 2024	-6.29% Mar 28, 2013 - May 8, 2013
#14	-2.35% Aug 30, 2024 - Sep 16, 2024	-5.44% Aug 8, 2008 - Sep 3, 2008
#15	-2.30% Apr 25, 2024 - May 7, 2024	-5.09% Sep 18, 2013 - Oct 16, 2013

Correlation

Correlation between MDST and WOOD is -0.62 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.62

-101

Dividend Comparison (2008 - 2026)

MDST vs WOOD dividend yield comparison.

Year	MDST	WOOD
2026	4.68%	0.92%
2025	10.22%	2.51%
2024	6.60%	2.09%
2023	0.00%	1.64%
2022	0.00%	2.26%
2021	0.00%	1.24%
2020	0.00%	0.98%
2019	0.00%	1.85%
2018	0.00%	2.82%
2017	0.00%	1.19%
2016	0.00%	1.65%
2015	0.00%	2.04%
2014	0.00%	1.71%
2013	0.00%	1.55%
2012	0.00%	1.29%
2011	0.00%	2.42%
2010	0.00%	2.48%
2009	0.00%	1.08%
2008	0.00%	1.57%