MDYG vs IVW
Comparison between STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP GROWTH ETF (MDYG, ETF) and ISHARES S&P 500 GROWTH ETF (IVW, ETF).
5-Year PerformanceIVW has outperformed MDYG, delivering a return of +13.5% compared to +8.0%
MDYG vs IVW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MDYG
$2.90B
Winner
IVW
$75B
Expense Ratio
Winner
MDYG
0.15%
IVW
0.18%
Max Drawdown
Winner
MDYG
59.31%
IVW
61.38%
Sharpe Ratio
Winner
MDYG
1.05
IVW
1.01
5Y Beta
Winner
MDYG
1.07
IVW
1.22
P/E Ratio
MDYG
31.54
Winner
IVW
30.70
Forward P/E
Winner
MDYG
20.15
IVW
24.03
PEG Ratio
Winner
MDYG
0.07
IVW
0.55
5Y Dividends CAGR
Winner
MDYG
7.15%
IVW
1.24%
5Y EPS CAGR
MDYG
18.70%
Winner
IVW
35.10%
Debt to Equity
MDYG
49.17%
Winner
IVW
40.42%
P/S Ratio
Winner
MDYG
3.25
IVW
6.10
P/B Ratio
Winner
MDYG
4.69
IVW
8.85
MDYG vs IVW - Holdings Comparison
MDYG and IVW have 1 common holdings. Overlap is -0.10%
MDYG's top 25 holdings weight is 29.61%. IVW's top 25 holdings weight is 73.33%.
| Rank | MDYG | IVW |
|---|---|---|
| #1 | TWILIO INC CLASS A (TWLO) - 1.75% | NVIDIA CORP (NVDA) - 14.12% |
| #2 | TECHNIPFMC PLC (FTI) - 1.57% | APPLE INC (AAPL) - 5.92% |
| #3 | CARPENTER TECHNOLOGY CORP (CRS) - 1.56% | MICROSOFT CORP (MSFT) - 5.92% |
| #4 | CURTISS-WRIGHT CORP (CW) - 1.51% | BROADCOM INC (AVGO) - 5.88% |
| #5 | ATI INC (ATI) - 1.44% | ALPHABET INC CLASS A (GOOGL) - 5.69% |
| #6 | NVENT ELECTRIC PLC (NVT) - 1.40% | ALPHABET INC CLASS C (GOOG) - 4.58% |
| #7 | OKTA INC CLASS A (OKTA) - 1.38% | META PLATFORMS INC CLASS A (META) - 4.51% |
| #8 | XPO INC (XPO) - 1.31% | AMAZON.COM INC (AMZN) - 3.98% |
| #9 | WOODWARD INC (WWD) - 1.30% | TESLA INC (TSLA) - 3.85% |
| #10 | UNITED THERAPEUTICS CORP (UTHR) - 1.23% | ELI LILLY AND CO (LLY) - 2.47% |
| #11 | EVERPURE INC CLASS A (P) - 1.21% | VISA INC CLASS A (V) - 1.73% |
| #12 | MASTEC INC (MTZ) - 1.20% | JPMORGAN CHASE & CO (JPM) - 1.54% |
| #13 | RB GLOBAL INC (RBA) - 1.13% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | STERLING INFRASTRUCTURE INC (STRL) - 1.12% | MASTERCARD INC CLASS A (MA) - 1.39% |
| #15 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.05% | n/a (PLTR) - 1.29% |
| #16 | ROKU INC CLASS A (ROKU) - 1.02% | NETFLIX INC (NFLX) - 1.28% |
| #17 | RBC BEARINGS INC (RBC) - 1.01% | COSTCO WHOLESALE CORP (COST) - 1.23% |
| #18 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.99% | ORACLE CORP (ORCL) - 1.14% |
| #19 | FABRINET (FN) - 0.95% | WALMART INC (WMT) - 1.04% |
| #20 | ITT INC (ITT) - 0.94% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.90% |
| #21 | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.94% | CATERPILLAR INC (CAT) - 0.87% |
| #22 | MKS INC (MKSI) - 0.92% | SALESFORCE INC (CRM) - 0.77% |
| #23 | TENET HEALTHCARE CORP (THC) - 0.90% | INTUITIVE SURGICAL INC (ISRG) - 0.63% |
| #24 | COEUR MINING INC (CDE) - 0.90% | AMERICAN EXPRESS CO (AXP) - 0.61% |
| #25 | BWX TECHNOLOGIES INC (BWXT) - 0.88% | UBER TECHNOLOGIES INC (UBER) - 0.60% |
| Total Holdings | 246 | 220 |
MDYG vs IVW - Historical Returns
Returns include dividend reinvestment.
1M
MDYG
-2.42%
Winner
IVW
-0.40%
3M
MDYG
+3.69%
Winner
IVW
+7.59%
6M
MDYG
+9.86%
Winner
IVW
+11.89%
1Y
Winner
MDYG
+24.17%
IVW
+21.51%
5Y(CAGR)
MDYG
+8.04%
Winner
IVW
+13.55%
10Y(CAGR)
MDYG
+11.09%
Winner
IVW
+17.39%
Max(CAGR)
Winner
MDYG
+10.36%
IVW
+8.87%
MDYG vs IVW - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | MDYG | IVW |
|---|---|---|
| 2026 | +15.70% | +10.74% |
| 2025 | +7.11% | +21.97% |
| 2024 | +16.57% | +38.04% |
| 2023 | +18.29% | +31.48% |
| 2022 | -18.97% | -30.04% |
| 2021 | +20.18% | +33.79% |
| 2020 | +22.17% | +31.40% |
| 2019 | +27.24% | +31.01% |
| 2018 | -11.43% | -1.09% |
| 2017 | +19.20% | +26.35% |
| 2016 | +16.95% | +8.74% |
| 2015 | +2.05% | +5.47% |
| 2014 | +9.06% | +15.61% |
| 2013 | +29.24% | +29.06% |
| 2012 | +16.21% | +13.09% |
| 2011 | -2.11% | +3.57% |
| 2010 | +25.08% | +13.24% |
| 2009 | +50.34% | +27.20% |
| 2008 | -40.78% | -34.13% |
| 2007 | +10.72% | +9.09% |
| 2006 | +11.26% | +8.90% |
| 2005 | +2.98% | +4.62% |
| 2004 | N/A | +5.96% |
| 2003 | N/A | +21.29% |
| 2002 | N/A | -24.26% |
| 2001 | N/A | -8.59% |
| 2000 | N/A | -15.42% |
MDYG vs IVW Drawdown Comparison
The maximum drawdown for MDYG was -58.46%, occurring on Nov 20, 2008. Recovery took 772 trading sessions.
The maximum drawdown for IVW was -57.33%, occurring on Mar 9, 2009. Recovery took 3160 trading sessions.
The current MDYG drawdown is -3.35%. The current IVW drawdown is -3.62%.
| Rank | MDYG | IVW |
|---|---|---|
| #1 | -58.46% Oct 12, 2007 - Nov 4, 2010 | -57.33% Jul 17, 2000 - Feb 8, 2013 |
| #2 | -39.27% Feb 20, 2020 - Aug 12, 2020 | -32.72% Dec 27, 2021 - Mar 1, 2024 |
| #3 | -29.25% Nov 16, 2021 - Feb 29, 2024 | -31.35% Feb 19, 2020 - Jun 10, 2020 |
| #4 | -26.20% Jul 7, 2011 - Sep 7, 2012 | -22.15% Feb 19, 2025 - Jun 24, 2025 |
| #5 | -25.46% Nov 25, 2024 - Dec 10, 2025 | -20.64% Oct 1, 2018 - Apr 23, 2019 |
| #6 | -24.00% Sep 14, 2018 - Nov 27, 2019 | -13.75% Oct 29, 2025 - Apr 15, 2026 |
| #7 | -18.21% Aug 17, 2015 - Jul 11, 2016 | -13.30% Nov 3, 2015 - Jul 8, 2016 |
| #8 | -13.93% May 9, 2006 - Dec 5, 2006 | -12.73% Jul 10, 2024 - Oct 14, 2024 |
| #9 | -12.02% Jul 13, 2007 - Oct 5, 2007 | -11.46% Jul 20, 2015 - Oct 29, 2015 |
| #10 | -10.62% Jul 1, 2014 - Nov 11, 2014 | -11.09% Sep 2, 2020 - Dec 4, 2020 |
| #11 | -9.92% Mar 2, 2026 - Apr 17, 2026 | -9.87% Jan 26, 2018 - Jun 4, 2018 |
| #12 | -9.67% Jan 26, 2018 - Jun 6, 2018 | -8.65% Feb 12, 2021 - Apr 5, 2021 |
| #13 | -9.06% Jul 16, 2024 - Oct 14, 2024 | -7.35% Sep 18, 2014 - Oct 30, 2014 |
| #14 | -8.13% Apr 29, 2011 - Jul 7, 2011 | -7.23% Sep 7, 2021 - Oct 26, 2021 |
| #15 | -8.07% Sep 2, 2020 - Oct 7, 2020 | -7.09% Jun 1, 2026 - Jun 10, 2026 |
Correlation
Correlation between MDYG and IVW is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
MDYG vs IVW dividend yield comparison.
| Year | MDYG | IVW |
|---|---|---|
| 2026 | 0.26% | 0.17% |
| 2025 | 0.75% | 0.40% |
| 2024 | 0.87% | 0.43% |
| 2023 | 1.20% | 1.03% |
| 2022 | 1.16% | 0.92% |
| 2021 | 0.69% | 0.46% |
| 2020 | 0.71% | 0.82% |
| 2019 | 1.21% | 1.63% |
| 2018 | 1.36% | 1.28% |
| 2017 | 2.23% | 1.30% |
| 2016 | 1.25% | 1.51% |
| 2015 | 2.51% | 1.51% |
| 2014 | 1.60% | 1.37% |
| 2013 | 0.82% | 1.45% |
| 2012 | 0.97% | 1.82% |
| 2011 | 0.66% | 1.62% |
| 2010 | 0.29% | 1.38% |
| 2009 | 0.59% | 1.38% |
| 2008 | 0.94% | 1.67% |
| 2007 | 2.12% | 1.16% |
| 2006 | 3.01% | 1.18% |
| 2005 | 0.05% | 1.27% |
| 2004 | 0.00% | 1.69% |
| 2003 | 0.00% | 1.09% |
| 2002 | 0.00% | 1.07% |
| 2001 | 0.00% | 0.68% |
| 2000 | 0.00% | 0.39% |
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