MDY vs XLU
Comparison between S&P MidCap 400 ETF (MDY, ETF) and THE UTILITIES SELECT SECTOR SPDR FUND (XLU, ETF).
5-Year PerformanceXLU has outperformed MDY, delivering a return of +9.5% compared to +7.3%
MDY vs XLU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MDY
$24B
Winner
XLU
$24B
Expense Ratio
MDY
0.23%
Winner
XLU
0.08%
Max Drawdown
MDY
56.26%
Winner
XLU
55.68%
Sharpe Ratio
Winner
MDY
1.41
XLU
0.73
5Y Beta
MDY
0.99
Winner
XLU
0.34
P/E Ratio
MDY
24.58
Winner
XLU
21.27
Forward P/E
Winner
MDY
16.58
XLU
19.32
PEG Ratio
MDY
N/A
XLU
0.90
5Y Dividends CAGR
Winner
MDY
8.61%
XLU
3.84%
5Y EPS CAGR
MDY
12.56%
Winner
XLU
12.64%
Debt to Equity
Winner
MDY
56.25%
XLU
130.53%
P/S Ratio
Winner
MDY
1.57
XLU
2.98
P/B Ratio
MDY
2.66
Winner
XLU
2.47
MDY vs XLU - Holdings Comparison
MDY and XLU have 1 common holdings. Overlap is 0.02%
MDY's top 25 holdings weight is 16.05%. XLU's top 25 holdings weight is 92.09%.
| Rank | MDY | XLU |
|---|---|---|
| #1 | TECHNIPFMC PLC (n/a) - 0.88% | NEXTERA ENERGY INC (NEE) - 13.81% |
| #2 | CASEY'S GENERAL STORES INC (CASY) - 0.85% | SOUTHERN CO (SO) - 7.25% |
| #3 | UNITED THERAPEUTICS CORP (UTHR) - 0.80% | DUKE ENERGY CORP (DUK) - 6.93% |
| #4 | CURTISS-WRIGHT CORP (CW) - 0.79% | CONSTELLATION ENERGY CORP (CEG) - 6.52% |
| #5 | FLEX LTD (FLEX) - 0.75% | AMERICAN ELECTRIC POWER CO INC (AEP) - 5.12% |
| #6 | XPO INC (XPO) - 0.71% | SEMPRA (SRE) - 4.26% |
| #7 | WOODWARD INC (WWD) - 0.67% | DOMINION ENERGY INC (D) - 3.76% |
| #8 | ROYAL GOLD INC (RGLD) - 0.65% | ENTERGY CORP (ETR) - 3.65% |
| #9 | US FOODS HOLDING CORP (USFD) - 0.64% | VISTRA CORP (VST) - 3.45% |
| #10 | BURLINGTON STORES INC (BURL) - 0.63% | EXELON CORP (EXC) - 3.39% |
| #11 | MASTEC INC (MTZ) - 0.62% | XCEL ENERGY INC (XEL) - 3.28% |
| #12 | ATI INC (ATI) - 0.62% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.80% |
| #13 | CARPENTER TECHNOLOGY CORP (CRS) - 0.61% | CONSOLIDATED EDISON INC (ED) - 2.77% |
| #14 | TWILIO INC CLASS A (TWLO) - 0.60% | WEC ENERGY GROUP INC (WEC) - 2.62% |
| #15 | NVENT ELECTRIC PLC (NVT) - 0.60% | PG&E CORP (PCG) - 2.53% |
| #16 | ILLUMINA INC (ILMN) - 0.59% | NRG ENERGY INC (NRG) - 2.23% |
| #17 | BWX TECHNOLOGIES INC (BWXT) - 0.59% | AMEREN CORP (AEE) - 2.17% |
| #18 | FABRINET (FN) - 0.59% | ATMOS ENERGY CORP (ATO) - 2.16% |
| #19 | EVERPURE INC CLASS A (P) - 0.58% | DTE ENERGY CO (DTE) - 2.15% |
| #20 | ENTEGRIS INC (ENTG) - 0.56% | PPL CORP (PPL) - 2.01% |
| #21 | NEXTPOWER INC-CL A (n/a) - 0.56% | CENTERPOINT ENERGY INC (CNP) - 1.97% |
| #22 | RB GLOBAL INC (RBA) - 0.56% | EDISON INTERNATIONAL (EIX) - 1.84% |
| #23 | ALCOA CORP (AA) - 0.54% | EVERSOURCE ENERGY (ES) - 1.82% |
| #24 | RBC BEARINGS INC (RBC) - 0.54% | AMERICAN WATER WORKS CO INC (AWK) - 1.81% |
| #25 | TENET HEALTHCARE CORP (THC) - 0.52% | FIRSTENERGY CORP (FE) - 1.79% |
| Total Holdings | 400 | 34 |
MDY vs XLU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MDY
+4.90%
XLU
-4.40%
3M
MDY
+3.24%
Winner
XLU
+3.56%
6M
Winner
MDY
+14.61%
XLU
+1.16%
1Y
Winner
MDY
+26.74%
XLU
+14.81%
5Y(CAGR)
MDY
+7.31%
Winner
XLU
+9.51%
10Y(CAGR)
Winner
MDY
+11.26%
XLU
+9.61%
Max(CAGR)
Winner
MDY
+10.00%
XLU
+7.91%
MDY vs XLU - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MDY | XLU |
|---|---|---|
| 2026 | +10.74% | +4.28% |
| 2025 | +7.44% | +15.12% |
| 2024 | +14.00% | +21.52% |
| 2023 | +16.64% | -7.17% |
| 2022 | -13.53% | +2.43% |
| 2021 | +26.53% | +20.74% |
| 2020 | +13.37% | +1.85% |
| 2019 | +26.23% | +28.12% |
| 2018 | -12.12% | +4.90% |
| 2017 | +15.30% | +12.31% |
| 2016 | +22.01% | +16.30% |
| 2015 | -2.35% | -5.35% |
| 2014 | +10.67% | +30.73% |
| 2013 | +29.47% | +11.01% |
| 2012 | +16.51% | +2.87% |
| 2011 | -3.32% | +19.04% |
| 2010 | +24.20% | +5.10% |
| 2009 | +33.95% | +9.16% |
| 2008 | -36.01% | -28.52% |
| 2007 | +6.68% | +18.09% |
| 2006 | +8.55% | +18.82% |
| 2005 | +13.72% | +17.72% |
| 2004 | +15.51% | +23.90% |
| 2003 | +31.04% | +23.54% |
| 2002 | -14.53% | -29.77% |
| 2001 | +3.12% | -11.65% |
| 2000 | +18.83% | +26.52% |
| 1999 | +10.57% | -5.71% |
MDY vs XLU Drawdown Comparison
The maximum drawdown for MDY was -55.34%, occurring on Mar 9, 2009. Recovery took 857 trading sessions.
The maximum drawdown for XLU was -51.96%, occurring on Oct 9, 2002. Recovery took 933 trading sessions.
The current MDY drawdown is -0.83%. The current XLU drawdown is -5.66%.
| Rank | MDY | XLU |
|---|---|---|
| #1 | -55.34% Jul 13, 2007 - Dec 6, 2010 | -51.96% May 21, 2001 - Feb 8, 2005 |
| #2 | -42.21% Feb 20, 2020 - Nov 9, 2020 | -46.49% Dec 10, 2007 - Jun 14, 2012 |
| #3 | -32.04% Apr 16, 2002 - Oct 13, 2003 | -36.03% Feb 18, 2020 - Aug 5, 2021 |
| #4 | -26.20% Apr 29, 2011 - Mar 26, 2012 | -25.26% Sep 12, 2022 - Aug 1, 2024 |
| #5 | -25.60% Sep 7, 2000 - Apr 10, 2002 | -21.46% Nov 1, 1999 - Jun 13, 2000 |
| #6 | -24.04% Nov 25, 2024 - Dec 10, 2025 | -15.71% Apr 8, 2022 - Aug 12, 2022 |
| #7 | -23.79% Nov 16, 2021 - Feb 12, 2024 | -15.69% Jan 29, 2015 - Mar 8, 2016 |
| #8 | -23.16% Aug 29, 2018 - Nov 26, 2019 | -15.59% Nov 14, 2017 - Oct 24, 2018 |
| #9 | -19.27% Jun 23, 2015 - Jul 11, 2016 | -13.25% Dec 13, 2000 - May 21, 2001 |
| #10 | -13.95% Mar 24, 2000 - Jun 2, 2000 | -12.44% Jul 6, 2016 - Mar 22, 2017 |
| #11 | -12.52% May 8, 2006 - Dec 4, 2006 | -12.04% Apr 30, 2013 - Feb 14, 2014 |
| #12 | -11.12% Mar 26, 2012 - Sep 7, 2012 | -11.86% Oct 3, 2005 - Jul 19, 2006 |
| #13 | -10.55% Jul 1, 2014 - Nov 21, 2014 | -11.73% May 18, 2007 - Oct 31, 2007 |
| #14 | -10.49% Apr 5, 2004 - Nov 4, 2004 | -10.51% Nov 29, 2024 - May 16, 2025 |
| #15 | -9.69% Jan 26, 2018 - Jun 6, 2018 | -9.94% Jul 30, 2012 - Feb 28, 2013 |
Correlation
Correlation between MDY and XLU is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
MDY vs XLU dividend yield comparison.
| Year | MDY | XLU |
|---|---|---|
| 2026 | 0.22% | 0.69% |
| 2025 | 1.15% | 2.71% |
| 2024 | 1.18% | 2.96% |
| 2023 | 1.21% | 3.39% |
| 2022 | 1.37% | 2.92% |
| 2021 | 0.96% | 2.79% |
| 2020 | 1.12% | 3.14% |
| 2019 | 1.34% | 2.95% |
| 2018 | 1.39% | 3.33% |
| 2017 | 1.18% | 3.33% |
| 2016 | 1.31% | 3.41% |
| 2015 | 1.35% | 3.67% |
| 2014 | 1.17% | 3.19% |
| 2013 | 1.07% | 3.86% |
| 2012 | 1.14% | 4.14% |
| 2011 | 1.07% | 3.80% |
| 2010 | 0.91% | 4.06% |
| 2009 | 1.22% | 4.11% |
| 2008 | 1.87% | 4.26% |
| 2007 | 1.18% | 2.59% |
| 2006 | 1.18% | 3.23% |
| 2005 | 1.04% | 3.22% |
| 2004 | 0.87% | 3.14% |
| 2003 | 0.82% | 3.41% |
| 2002 | 0.91% | 4.81% |
| 2001 | 0.77% | 3.14% |
| 2000 | 0.82% | 4.26% |
| 1999 | 2.69% | 1.30% |
Select Stocks to Compare
Popular: MDY vs SPYXLU vs SPY
More Comparisons
Compare with similar stocks