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MDY vs IUSV

Comparison between S&P MidCap 400 ETF (MDY, ETF) and ISHARES CORE S&P U.S. VALUE ETF (IUSV, ETF).

5-Year PerformanceIUSV has outperformed MDY, delivering a return of +11.4% compared to +8.5%

MDY vs IUSV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
MDY
$28B
IUSV
$27B
Expense Ratio
MDY
0.23%
Winner
IUSV
0.04%
Max Drawdown
Winner
MDY
56.26%
IUSV
61.95%
Sharpe Ratio
MDY
1.03
Winner
IUSV
1.41
5Y Beta
MDY
0.98
Winner
IUSV
0.70
P/E Ratio
MDY
26.18
Winner
IUSV
25.04
Forward P/E
Winner
MDY
17.10
IUSV
19.18
PEG Ratio
MDY
0.07
IUSV
N/A
5Y Dividends CAGR
Winner
MDY
8.93%
IUSV
6.15%
5Y EPS CAGR
Winner
MDY
13.11%
IUSV
11.90%
Debt to Equity
Winner
MDY
42.71%
IUSV
44.10%
P/S Ratio
Winner
MDY
1.61
IUSV
2.16
P/B Ratio
Winner
MDY
2.82
IUSV
3.68

MDY vs IUSV - Holdings Comparison

MDY and IUSV have 293 common holdings. Overlap is 5.52%

MDY's top 25 holdings weight is 17.58%. IUSV's top 25 holdings weight is 34.76%.

RankMDYIUSV
#1
FLEX LTD (FLEX) - 1.58%
APPLE INC (AAPL) - 7.01%
#2
TWILIO INC CLASS A (TWLO) - 0.82%
AMAZON.COM INC (AMZN) - 3.60%
#3
TECHNIPFMC PLC (n/a) - 0.79%
INTEL CORP (INTC) - 1.94%
#4
CURTISS-WRIGHT CORP (CW) - 0.79%
EXXON MOBIL CORP (XOM) - 1.83%
#5
NVENT ELECTRIC PLC (NVT) - 0.77%
WALMART INC (WMT) - 1.55%
#6
STERLING INFRASTRUCTURE INC (STRL) - 0.75%
TESLA INC (TSLA) - 1.47%
#7
XPO INC (XPO) - 0.72%
COSTCO WHOLESALE CORP (COST) - 1.33%
#8
EVERPURE INC CLASS A (P) - 0.71%
UNITEDHEALTH GROUP INC (UNH) - 1.26%
#9
ILLUMINA INC (ILMN) - 0.71%
BANK OF AMERICA CORP (BAC) - 1.23%
#10
UNITED THERAPEUTICS CORP (UTHR) - 0.68%
THE HOME DEPOT INC (HD) - 1.13%
#11
ATI INC (ATI) - 0.68%
PROCTER & GAMBLE CO (PG) - 1.11%
#12
CARPENTER TECHNOLOGY CORP (CRS) - 0.67%
CHEVRON CORP (CVX) - 1.01%
#13
FABRINET (FN) - 0.67%
MERCK & CO INC (MRK) - 1.00%
#14
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.67%
JPMORGAN CHASE & CO (JPM) - 0.93%
#15
MASTEC INC (MTZ) - 0.66%
TEXAS INSTRUMENTS INC (TXN) - 0.88%
#16
NEXTPOWER INC-CL A (n/a) - 0.66%
VISA INC CLASS A (V) - 0.85%
#17
MKS INC (MKSI) - 0.62%
WELLS FARGO & CO (WFC) - 0.85%
#18
OKTA INC CLASS A (OKTA) - 0.60%
JOHNSON & JOHNSON (JNJ) - 0.81%
#19
ENTEGRIS INC (ENTG) - 0.60%
LINDE PLC (LIN) - 0.80%
#20
WOODWARD INC (WWD) - 0.59%
ABBVIE INC (ABBV) - 0.78%
#21
ALCOA CORP (AA) - 0.57%
CITIGROUP INC (C) - 0.77%
#22
LATTICE SEMICONDUCTOR CORP (LSCC) - 0.57%
CISCO SYSTEMS INC (CSCO) - 0.70%
#23
RELIANCE INC (RS) - 0.57%
WESTERN DIGITAL CORP (WDC) - 0.67%
#24
BURLINGTON STORES INC (BURL) - 0.57%
PEPSICO INC (PEP) - 0.63%
#25
RB GLOBAL INC (RBA) - 0.56%
ANALOG DEVICES INC (ADI) - 0.62%
Total Holdings400742

MDY vs IUSV - Historical Returns

Returns include dividend reinvestment.

1M
MDY
-0.49%
Winner
IUSV
+1.63%
3M
MDY
+3.98%
Winner
IUSV
+5.35%
6M
Winner
MDY
+8.00%
IUSV
+7.28%
1Y
Winner
MDY
+21.26%
IUSV
+18.99%
5Y(CAGR)
MDY
+8.52%
Winner
IUSV
+11.43%
10Y(CAGR)
MDY
+10.84%
Winner
IUSV
+11.74%
Max(CAGR)
MDY
+10.03%
Winner
IUSV
+11.44%

MDY vs IUSV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMDYIUSV
2026+13.51%+9.42%
2025+7.44%+13.34%
2024+14.00%+11.50%
2023+16.64%+21.28%
2022-13.53%-5.82%
2021+26.53%+27.06%
2020+13.37%+1.23%
2019+26.23%+30.87%
2018-12.12%-9.66%
2017+15.30%+14.27%
2016+22.01%+23.15%
2015-2.35%+0.85%
2014+10.67%+18.09%
2013+29.47%+34.59%
2012+16.51%+20.94%
2011-3.32%+2.85%
2010+24.20%+18.76%
2009+33.95%+23.56%
2008-36.01%-31.56%
2007+6.68%+3.44%
2006+8.55%+25.10%
2005+13.72%+12.83%
2004+15.51%+21.73%
2003+31.04%+32.31%
2002-14.53%-12.09%
2001+3.12%+0.72%
2000+18.83%+9.53%
1999+10.57%N/A

MDY vs IUSV Drawdown Comparison

The maximum drawdown for MDY was -55.34%, occurring on Mar 9, 2009. Recovery took 857 trading sessions.

The maximum drawdown for IUSV was -56.91%, occurring on Mar 9, 2009. Recovery took 840 trading sessions.

The current MDY drawdown is -1.84%. The current IUSV drawdown is -0.79%.

RankMDYIUSV
#1-55.34%
Jul 13, 2007 - Dec 6, 2010		-56.91%
Oct 9, 2007 - Feb 8, 2011
#2-42.21%
Feb 20, 2020 - Nov 9, 2020		-37.54%
Jan 17, 2020 - Dec 31, 2020
#3-32.04%
Apr 16, 2002 - Oct 13, 2003		-30.83%
Mar 19, 2002 - Sep 18, 2003
#4-26.20%
Apr 29, 2011 - Mar 26, 2012		-20.41%
Jul 7, 2011 - Feb 3, 2012
#5-25.60%
Sep 7, 2000 - Apr 10, 2002		-19.50%
May 22, 2001 - Mar 11, 2002
#6-24.04%
Nov 25, 2024 - Dec 10, 2025		-18.96%
Jan 26, 2018 - Apr 23, 2019
#7-23.79%
Nov 16, 2021 - Feb 12, 2024		-17.94%
Apr 20, 2022 - Feb 1, 2023
#8-23.16%
Aug 29, 2018 - Nov 26, 2019		-17.76%
Nov 29, 2024 - Aug 22, 2025
#9-19.27%
Jun 23, 2015 - Jul 11, 2016		-13.64%
Jul 16, 2015 - Apr 1, 2016
#10-13.95%
Mar 24, 2000 - Jun 2, 2000		-12.99%
Feb 12, 2001 - May 16, 2001
#11-12.52%
May 8, 2006 - Dec 4, 2006		-11.27%
Jul 31, 2023 - Dec 1, 2023
#12-11.12%
Mar 26, 2012 - Sep 7, 2012		-10.44%
Jul 13, 2007 - Oct 5, 2007
#13-10.55%
Jul 1, 2014 - Nov 21, 2014		-10.11%
Mar 26, 2012 - Aug 6, 2012
#14-10.49%
Apr 5, 2004 - Nov 4, 2004		-9.83%
Feb 2, 2023 - Jun 15, 2023
#15-9.69%
Jan 26, 2018 - Jun 6, 2018		-7.87%
May 3, 2019 - Jul 1, 2019

Correlation

Correlation between MDY and IUSV is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (1999 - 2026)

MDY vs IUSV dividend yield comparison.

YearMDYIUSV
20260.47%0.75%
20251.15%1.78%
20241.18%2.15%
20231.21%1.75%
20221.37%2.22%
20210.96%1.87%
20201.12%2.40%
20191.34%2.19%
20181.39%2.66%
20171.18%1.93%
20161.31%4.44%
20151.35%7.63%
20141.17%5.58%
20131.07%5.85%
20121.14%6.73%
20111.07%6.69%
20100.91%5.94%
20091.22%6.89%
20081.87%10.74%
20071.18%7.17%
20061.18%5.76%
20051.04%6.74%
20040.87%5.61%
20030.82%5.64%
20020.91%6.14%
20010.77%5.05%
20000.82%2.49%
19992.69%0.00%

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