MDY vs MTUM
Comparison between S&P MidCap 400 ETF (MDY, ETF) and ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM, ETF).
5-Year PerformanceMTUM has outperformed MDY, delivering a return of +13.0% compared to +8.8%
MDY vs MTUM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MDY
$27B
MTUM
$25B
Expense Ratio
MDY
0.23%
Winner
MTUM
0.15%
Max Drawdown
MDY
56.26%
Winner
MTUM
34.08%
Sharpe Ratio
Winner
MDY
1.11
MTUM
0.89
5Y Beta
Winner
MDY
0.98
MTUM
1.23
P/E Ratio
Winner
MDY
25.57
MTUM
33.62
Forward P/E
Winner
MDY
17.48
MTUM
20.24
PEG Ratio
Winner
MDY
0.07
MTUM
0.21
5Y Dividends CAGR
MDY
8.93%
Winner
MTUM
15.86%
5Y EPS CAGR
MDY
10.65%
Winner
MTUM
23.91%
Debt to Equity
Winner
MDY
36.79%
MTUM
36.86%
P/S Ratio
Winner
MDY
1.65
MTUM
4.29
P/B Ratio
Winner
MDY
2.78
MTUM
6.26
MDY vs MTUM - Holdings Comparison
MDY and MTUM have 7 common holdings. Overlap is 0.70%
MDY's top 25 holdings weight is 16.22%. MTUM's top 25 holdings weight is 66.57%.
| Rank | MDY | MTUM |
|---|---|---|
| #1 | TWILIO INC CLASS A (TWLO) - 0.86% | MICRON TECHNOLOGY INC (MU) - 6.02% |
| #2 | CARPENTER TECHNOLOGY CORP (CRS) - 0.85% | ADVANCED MICRO DEVICES INC (AMD) - 4.95% |
| #3 | MKS INC (MKSI) - 0.83% | BROADCOM INC (AVGO) - 4.90% |
| #4 | CURTISS-WRIGHT CORP (CW) - 0.77% | INTEL CORP (INTC) - 4.27% |
| #5 | NVENT ELECTRIC PLC (NVT) - 0.76% | EXXONMOBIL HOLDINGS CORP (XOM) - 3.76% |
| #6 | ENTEGRIS INC (ENTG) - 0.76% | CATERPILLAR INC (CAT) - 3.68% |
| #7 | ATI INC (ATI) - 0.74% | JOHNSON & JOHNSON (JNJ) - 3.48% |
| #8 | TECHNIPFMC PLC (n/a) - 0.73% | LAM RESEARCH CORP (LRCX) - 3.20% |
| #9 | ILLUMINA INC (ILMN) - 0.73% | APPLIED MATERIALS INC (AMAT) - 3.12% |
| #10 | STERLING INFRASTRUCTURE INC (STRL) - 0.71% | GE VERNOVA INC (GEV) - 3.05% |
| #11 | MASTEC INC (MTZ) - 0.71% | WALMART INC (WMT) - 2.62% |
| #12 | WOODWARD INC (WWD) - 0.70% | CISCO SYSTEMS INC (CSCO) - 2.57% |
| #13 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.69% | ALPHABET INC CLASS A (GOOGL) - 2.42% |
| #14 | EVERPURE INC CLASS A (P) - 0.69% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.06% |
| #15 | XPO INC (XPO) - 0.66% | ALPHABET INC CLASS C (GOOG) - 1.88% |
| #16 | UNITED THERAPEUTICS CORP (UTHR) - 0.63% | TEXAS INSTRUMENTS INC (TXN) - 1.86% |
| #17 | OKTA INC CLASS A (OKTA) - 0.63% | WESTERN DIGITAL CORP (WDC) - 1.74% |
| #18 | US FOODS HOLDING CORP (USFD) - 0.62% | CHEVRON CORP (CVX) - 1.70% |
| #19 | RB GLOBAL INC (RBA) - 0.60% | KLA CORP (KLAC) - 1.63% |
| #20 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.58% | ANALOG DEVICES INC (ADI) - 1.48% |
| #21 | WATSCO INC ORDINARY SHARES (WSO) - 0.40% | CORNING INC (GLW) - 1.41% |
| #22 | RAMBUS INC (RMBS) - 0.40% | THE GOLDMAN SACHS GROUP INC (GS) - 1.36% |
| #23 | RPM INTERNATIONAL INC (RPM) - 0.39% | CITIGROUP INC (C) - 1.21% |
| #24 | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 0.39% | MARVELL TECHNOLOGY INC (MRVL) - 1.13% |
| #25 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.39% | MORGAN STANLEY (MS) - 1.07% |
| Total Holdings | 360 | 129 |
MDY vs MTUM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MDY
+1.33%
MTUM
-2.96%
3M
Winner
MDY
+5.42%
MTUM
+1.10%
6M
MDY
+6.75%
Winner
MTUM
+20.02%
1Y
MDY
+22.08%
Winner
MTUM
+27.24%
5Y(CAGR)
MDY
+8.80%
Winner
MTUM
+12.95%
10Y(CAGR)
MDY
+10.82%
Winner
MTUM
+15.99%
Max(CAGR)
MDY
+10.05%
Winner
MTUM
+15.71%
MDY vs MTUM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MDY | MTUM |
|---|---|---|
| 2026 | +15.01% | +20.99% |
| 2025 | +7.44% | +21.53% |
| 2024 | +14.00% | +35.37% |
| 2023 | +16.64% | +10.93% |
| 2022 | -13.53% | -18.43% |
| 2021 | +26.53% | +14.23% |
| 2020 | +13.37% | +29.42% |
| 2019 | +26.23% | +28.11% |
| 2018 | -12.12% | -2.42% |
| 2017 | +15.30% | +37.10% |
| 2016 | +22.01% | +7.16% |
| 2015 | -2.35% | +9.10% |
| 2014 | +10.67% | +15.81% |
| 2013 | +29.47% | +19.20% |
| 2012 | +16.51% | N/A |
| 2011 | -3.32% | N/A |
| 2010 | +24.20% | N/A |
| 2009 | +33.95% | N/A |
| 2008 | -36.01% | N/A |
| 2007 | +6.68% | N/A |
| 2006 | +8.55% | N/A |
| 2005 | +13.72% | N/A |
| 2004 | +15.51% | N/A |
| 2003 | +31.04% | N/A |
| 2002 | -14.53% | N/A |
| 2001 | +3.12% | N/A |
| 2000 | +18.83% | N/A |
| 1999 | +10.57% | N/A |
MDY vs MTUM Drawdown Comparison
The maximum drawdown for MDY was -55.34%, occurring on Mar 9, 2009. Recovery took 857 trading sessions.
The maximum drawdown for MTUM was -34.08%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current MDY drawdown is -2.41%. The current MTUM drawdown is -11.60%.
| Rank | MDY | MTUM |
|---|---|---|
| #1 | -55.34% Jul 13, 2007 - Dec 6, 2010 | -34.08% Feb 19, 2020 - Jul 6, 2020 |
| #2 | -42.21% Feb 20, 2020 - Nov 9, 2020 | -32.28% Nov 3, 2021 - Mar 4, 2024 |
| #3 | -32.04% Apr 16, 2002 - Oct 13, 2003 | -22.12% Oct 1, 2018 - Jun 18, 2019 |
| #4 | -26.20% Apr 29, 2011 - Mar 26, 2012 | -20.99% Feb 18, 2025 - May 15, 2025 |
| #5 | -25.60% Sep 7, 2000 - Apr 10, 2002 | -17.99% Jun 22, 2026 - Jul 29, 2026 |
| #6 | -24.04% Nov 25, 2024 - Dec 10, 2025 | -15.75% Feb 12, 2021 - Aug 5, 2021 |
| #7 | -23.79% Nov 16, 2021 - Feb 12, 2024 | -12.96% Jul 10, 2024 - Sep 23, 2024 |
| #8 | -23.16% Aug 29, 2018 - Nov 26, 2019 | -12.95% Dec 29, 2015 - May 10, 2016 |
| #9 | -19.27% Jun 23, 2015 - Jul 11, 2016 | -11.54% Jan 29, 2026 - Apr 9, 2026 |
| #10 | -13.95% Mar 24, 2000 - Jun 2, 2000 | -10.79% Jul 20, 2015 - Nov 27, 2015 |
| #11 | -12.52% May 8, 2006 - Dec 4, 2006 | -10.31% Sep 2, 2020 - Nov 30, 2020 |
| #12 | -11.12% Mar 26, 2012 - Sep 7, 2012 | -10.23% Jan 26, 2018 - Jun 6, 2018 |
| #13 | -10.55% Jul 1, 2014 - Nov 21, 2014 | -8.90% Mar 5, 2014 - Jun 20, 2014 |
| #14 | -10.49% Apr 5, 2004 - Nov 4, 2004 | -8.58% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -9.69% Jan 26, 2018 - Jun 6, 2018 | -8.18% Mar 7, 2024 - May 15, 2024 |
Correlation
Correlation between MDY and MTUM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
MDY vs MTUM dividend yield comparison.
| Year | MDY | MTUM |
|---|---|---|
| 2026 | 0.46% | 0.19% |
| 2025 | 1.15% | 0.91% |
| 2024 | 1.18% | 0.75% |
| 2023 | 1.21% | 1.35% |
| 2022 | 1.37% | 1.80% |
| 2021 | 0.96% | 0.55% |
| 2020 | 1.12% | 0.83% |
| 2019 | 1.34% | 1.48% |
| 2018 | 1.39% | 1.27% |
| 2017 | 1.18% | 1.02% |
| 2016 | 1.31% | 1.43% |
| 2015 | 1.35% | 1.12% |
| 2014 | 1.17% | 1.04% |
| 2013 | 1.07% | 1.02% |
| 2012 | 1.14% | 0.00% |
| 2011 | 1.07% | 0.00% |
| 2010 | 0.91% | 0.00% |
| 2009 | 1.22% | 0.00% |
| 2008 | 1.87% | 0.00% |
| 2007 | 1.18% | 0.00% |
| 2006 | 1.18% | 0.00% |
| 2005 | 1.04% | 0.00% |
| 2004 | 0.87% | 0.00% |
| 2003 | 0.82% | 0.00% |
| 2002 | 0.91% | 0.00% |
| 2001 | 0.77% | 0.00% |
| 2000 | 0.82% | 0.00% |
| 1999 | 2.69% | 0.00% |
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