MDY vs USHY

Comparison between S&P MidCap 400 ETF (MDY, ETF) and ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF (USHY, ETF).

5-Year PerformanceMDY has outperformed USHY, delivering a return of +7.3% compared to +4.3%

MDY vs USHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MDY(ETF)	USHY(ETF)
Net Assets	$24B	$24B
Expense Ratio	0.23%	0.08%
Max Drawdown	56.26%	23.61%
Sharpe Ratio	1.41	1.25
5Y Beta	0.99	0.23
P/E Ratio	24.58	N/A
Forward P/E	16.58	N/A
5Y Dividends CAGR	8.61%	4.95%
5Y EPS CAGR	12.56%	N/A
Debt to Equity	56.25%	N/A
P/S Ratio	1.57	N/A
P/B Ratio	2.66	N/A

Net Assets

Winner

MDY

$24B

USHY

$24B

Expense Ratio

MDY

0.23%

Winner

USHY

0.08%

Max Drawdown

MDY

56.26%

Winner

USHY

23.61%

Sharpe Ratio

Winner

MDY

1.41

USHY

1.25

5Y Beta

MDY

0.99

Winner

USHY

0.23

P/E Ratio

MDY

24.58

USHY

N/A

Forward P/E

MDY

16.58

USHY

N/A

5Y Dividends CAGR

Winner

MDY

8.61%

USHY

4.95%

5Y EPS CAGR

MDY

12.56%

USHY

N/A

Debt to Equity

MDY

56.25%

USHY

N/A

P/S Ratio

MDY

1.57

USHY

N/A

P/B Ratio

MDY

2.66

USHY

N/A

MDY vs USHY - Historical Returns

Returns include dividend reinvestment.

Period	MDY	USHY
1 month	+4.90%	+0.44%
3 months	+3.24%	+0.53%
6 months	+14.61%	+2.77%
1 year	+26.74%	+8.72%
5 years(CAGR)	+7.31%	+4.31%
10 years(CAGR)	+11.26%	+4.80%
Max(CAGR)	+10.00%	+4.80%

Winner

MDY

+4.90%

USHY

+0.44%

Winner

MDY

+3.24%

USHY

+0.53%

Winner

MDY

+14.61%

USHY

+2.77%

Winner

MDY

+26.74%

USHY

+8.72%

5Y(CAGR)

Winner

MDY

+7.31%

USHY

+4.31%

10Y(CAGR)

Winner

MDY

+11.26%

USHY

+4.80%

Max(CAGR)

Winner

MDY

+10.00%

USHY

+4.80%

MDY vs USHY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MDY	USHY
2026	+10.74%	+1.36%
2025	+7.44%	+8.61%
2024	+14.00%	+8.79%
2023	+16.64%	+12.52%
2022	-13.53%	-11.13%
2021	+26.53%	+5.27%
2020	+13.37%	+5.77%
2019	+26.23%	+14.58%
2018	-12.12%	-2.55%
2017	+15.30%	+0.16%
2016	+22.01%	N/A
2015	-2.35%	N/A
2014	+10.67%	N/A
2013	+29.47%	N/A
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 USHY Drawdown Comparison

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

The maximum drawdown for USHY was -22.44%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.

The current MDY drawdown is -0.83%. The current USHY drawdown is -0.08%.

Rank	MDY	USHY
#1	-55.34% Jul 13, 2007 - Dec 6, 2010	-22.44% Feb 14, 2020 - Oct 12, 2020
#2	-42.21% Feb 20, 2020 - Nov 9, 2020	-15.57% Dec 27, 2021 - Dec 21, 2023
#3	-32.04% Apr 16, 2002 - Oct 13, 2003	-6.11% Oct 1, 2018 - Jan 31, 2019
#4	-26.20% Apr 29, 2011 - Mar 26, 2012	-4.66% Feb 28, 2025 - May 12, 2025
#5	-25.60% Sep 7, 2000 - Apr 10, 2002	-2.66% Jan 8, 2018 - Aug 1, 2018
#6	-24.04% Nov 25, 2024 - Dec 10, 2025	-2.43% Feb 20, 2026 - Apr 9, 2026
#7	-23.79% Nov 16, 2021 - Feb 12, 2024	-2.31% Nov 5, 2021 - Dec 22, 2021
#8	-23.16% Aug 29, 2018 - Nov 26, 2019	-2.31% Mar 27, 2024 - May 6, 2024
#9	-19.27% Jun 23, 2015 - Jul 11, 2016	-2.06% Feb 12, 2021 - Apr 6, 2021
#10	-13.95% Mar 24, 2000 - Jun 2, 2000	-1.92% Oct 12, 2020 - Nov 4, 2020
#11	-12.52% May 8, 2006 - Dec 4, 2006	-1.82% May 3, 2019 - Jun 11, 2019
#12	-11.12% Mar 26, 2012 - Sep 7, 2012	-1.70% Dec 6, 2024 - Jan 17, 2025
#13	-10.55% Jul 1, 2014 - Nov 21, 2014	-1.61% Dec 27, 2023 - Feb 1, 2024
#14	-10.49% Apr 5, 2004 - Nov 4, 2004	-1.48% Sep 16, 2021 - Nov 5, 2021
#15	-9.69% Jan 26, 2018 - Jun 6, 2018	-1.36% Nov 3, 2017 - Dec 1, 2017

Correlation

Correlation between MDY and USHY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (1999 - 2026)

MDY vs USHY dividend yield comparison.

Year	MDY	USHY
2026	0.22%	2.29%
2025	1.15%	6.79%
2024	1.18%	6.89%
2023	1.21%	6.63%
2022	1.37%	6.08%
2021	0.96%	5.07%
2020	1.12%	5.30%
2019	1.34%	5.92%
2018	1.39%	6.30%
2017	1.18%	0.72%
2016	1.31%	0.00%
2015	1.35%	0.00%
2014	1.17%	0.00%
2013	1.07%	0.00%
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%