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 +10.3% compared to +7.3%
MDY vs IUSV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MDY
$24B
IUSV
$24B
Expense Ratio
MDY
0.23%
Winner
IUSV
0.04%
Max Drawdown
Winner
MDY
56.26%
IUSV
61.95%
Sharpe Ratio
MDY
1.41
Winner
IUSV
1.73
5Y Beta
MDY
0.99
Winner
IUSV
0.71
P/E Ratio
MDY
24.58
Winner
IUSV
24.53
Forward P/E
Winner
MDY
16.58
IUSV
19.09
5Y Dividends CAGR
Winner
MDY
8.61%
IUSV
8.20%
5Y EPS CAGR
MDY
12.56%
Winner
IUSV
12.92%
Debt to Equity
Winner
MDY
56.25%
IUSV
70.67%
P/S Ratio
Winner
MDY
1.57
IUSV
1.82
P/B Ratio
Winner
MDY
2.66
IUSV
3.32
MDY vs IUSV - Holdings Comparison
MDY and IUSV have 299 common holdings. Overlap is 5.55%
MDY's top 25 holdings weight is 16.05%. IUSV's top 25 holdings weight is 32.75%.
| Rank | MDY | IUSV |
|---|---|---|
| #1 | TECHNIPFMC PLC (n/a) - 0.88% | APPLE INC (AAPL) - 6.60% |
| #2 | CASEY'S GENERAL STORES INC (CASY) - 0.85% | AMAZON.COM INC (AMZN) - 4.03% |
| #3 | UNITED THERAPEUTICS CORP (UTHR) - 0.80% | EXXON MOBIL CORP (XOM) - 2.08% |
| #4 | CURTISS-WRIGHT CORP (CW) - 0.79% | WALMART INC (WMT) - 1.88% |
| #5 | FLEX LTD (FLEX) - 0.75% | COSTCO WHOLESALE CORP (COST) - 1.49% |
| #6 | XPO INC (XPO) - 0.71% | TESLA INC (TSLA) - 1.36% |
| #7 | WOODWARD INC (WWD) - 0.67% | INTEL CORP (INTC) - 1.34% |
| #8 | ROYAL GOLD INC (RGLD) - 0.65% | BANK OF AMERICA CORP (BAC) - 1.17% |
| #9 | US FOODS HOLDING CORP (USFD) - 0.64% | CHEVRON CORP (CVX) - 1.16% |
| #10 | BURLINGTON STORES INC (BURL) - 0.63% | PROCTER & GAMBLE CO (PG) - 1.16% |
| #11 | MASTEC INC (MTZ) - 0.62% | THE HOME DEPOT INC (HD) - 1.11% |
| #12 | ATI INC (ATI) - 0.62% | UNITEDHEALTH GROUP INC (UNH) - 1.08% |
| #13 | CARPENTER TECHNOLOGY CORP (CRS) - 0.61% | MERCK & CO INC (MRK) - 0.92% |
| #14 | TWILIO INC CLASS A (TWLO) - 0.60% | JPMORGAN CHASE & CO (JPM) - 0.90% |
| #15 | NVENT ELECTRIC PLC (NVT) - 0.60% | WELLS FARGO & CO (WFC) - 0.84% |
| #16 | ILLUMINA INC (ILMN) - 0.59% | TEXAS INSTRUMENTS INC (TXN) - 0.82% |
| #17 | BWX TECHNOLOGIES INC (BWXT) - 0.59% | LINDE PLC (LIN) - 0.80% |
| #18 | FABRINET (FN) - 0.59% | VISA INC CLASS A (V) - 0.79% |
| #19 | EVERPURE INC CLASS A (P) - 0.58% | CITIGROUP INC (C) - 0.76% |
| #20 | ENTEGRIS INC (ENTG) - 0.56% | JOHNSON & JOHNSON (JNJ) - 0.75% |
| #21 | NEXTPOWER INC-CL A (n/a) - 0.56% | LOCKHEED MARTIN CORP (LMT) - 0.35% |
| #22 | RB GLOBAL INC (RBA) - 0.56% | MCKESSON CORP (MCK) - 0.34% |
| #23 | ALCOA CORP (AA) - 0.54% | BOEING CO (BA) - 0.34% |
| #24 | RBC BEARINGS INC (RBC) - 0.54% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.34% |
| #25 | TENET HEALTHCARE CORP (THC) - 0.52% | CVS HEALTH CORP (CVS) - 0.34% |
| Total Holdings | 400 | 706 |
MDY vs IUSV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MDY
+4.90%
IUSV
+3.72%
3M
Winner
MDY
+3.24%
IUSV
+1.54%
6M
Winner
MDY
+14.61%
IUSV
+9.03%
1Y
Winner
MDY
+26.74%
IUSV
+23.09%
5Y(CAGR)
MDY
+7.31%
Winner
IUSV
+10.30%
10Y(CAGR)
MDY
+11.26%
Winner
IUSV
+12.21%
Max(CAGR)
MDY
+10.00%
Winner
IUSV
+11.40%
MDY vs IUSV - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MDY | IUSV |
|---|---|---|
| 2026 | +10.74% | +5.94% |
| 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 -0.83%. The current IUSV drawdown is -0.29%.
| Rank | MDY | IUSV |
|---|---|---|
| #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.
| Year | MDY | IUSV |
|---|---|---|
| 2026 | 0.22% | 0.36% |
| 2025 | 1.15% | 1.78% |
| 2024 | 1.18% | 2.15% |
| 2023 | 1.21% | 1.75% |
| 2022 | 1.37% | 2.22% |
| 2021 | 0.96% | 1.87% |
| 2020 | 1.12% | 2.40% |
| 2019 | 1.34% | 2.19% |
| 2018 | 1.39% | 2.66% |
| 2017 | 1.18% | 1.93% |
| 2016 | 1.31% | 4.44% |
| 2015 | 1.35% | 7.63% |
| 2014 | 1.17% | 5.58% |
| 2013 | 1.07% | 5.85% |
| 2012 | 1.14% | 6.73% |
| 2011 | 1.07% | 6.69% |
| 2010 | 0.91% | 5.94% |
| 2009 | 1.22% | 6.89% |
| 2008 | 1.87% | 10.74% |
| 2007 | 1.18% | 7.17% |
| 2006 | 1.18% | 5.76% |
| 2005 | 1.04% | 6.74% |
| 2004 | 0.87% | 5.61% |
| 2003 | 0.82% | 5.64% |
| 2002 | 0.91% | 6.14% |
| 2001 | 0.77% | 5.05% |
| 2000 | 0.82% | 2.49% |
| 1999 | 2.69% | 0.00% |
Select Stocks to Compare
Popular: MDY vs SPYIUSV vs SPY
More Comparisons
Compare with similar stocks