MDYG vs SPUS
Comparison between STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP GROWTH ETF (MDYG, ETF) and SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF (SPUS, ETF).
5-Year PerformanceSPUS has outperformed MDYG, delivering a return of +15.4% compared to +8.5%
MDYG vs SPUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MDYG
$2.80B
Winner
SPUS
$2.90B
Expense Ratio
Winner
MDYG
0.15%
SPUS
0.45%
Max Drawdown
MDYG
59.31%
Winner
SPUS
30.80%
Sharpe Ratio
MDYG
1.24
Winner
SPUS
1.43
5Y Beta
Winner
MDYG
1.07
SPUS
1.12
P/E Ratio
Winner
MDYG
31.07
SPUS
32.84
Forward P/E
Winner
MDYG
20.38
SPUS
22.12
PEG Ratio
Winner
MDYG
0.08
SPUS
0.25
5Y Dividends CAGR
Winner
MDYG
7.15%
SPUS
-0.43%
5Y EPS CAGR
MDYG
19.41%
Winner
SPUS
31.50%
Debt to Equity
Winner
MDYG
46.13%
SPUS
66.06%
P/S Ratio
Winner
MDYG
3.26
SPUS
5.60
P/B Ratio
Winner
MDYG
4.68
SPUS
9.22
MDYG vs SPUS - Holdings Comparison
MDYG and SPUS have 1 common holdings. Overlap is 0.00%
MDYG's top 25 holdings weight is 29.61%. SPUS's top 25 holdings weight is 70.11%.
| Rank | MDYG | SPUS |
|---|---|---|
| #1 | TWILIO INC CLASS A (TWLO) - 1.75% | NVIDIA CORP (NVDA) - 13.32% |
| #2 | TECHNIPFMC PLC (FTI) - 1.57% | APPLE INC (AAPL) - 12.77% |
| #3 | CARPENTER TECHNOLOGY CORP (CRS) - 1.56% | MICROSOFT CORP (MSFT) - 7.84% |
| #4 | CURTISS-WRIGHT CORP (CW) - 1.51% | ALPHABET INC CLASS A (GOOGL) - 5.40% |
| #5 | ATI INC (ATI) - 1.44% | BROADCOM INC (AVGO) - 4.85% |
| #6 | NVENT ELECTRIC PLC (NVT) - 1.40% | MICRON TECHNOLOGY INC (MU) - 2.90% |
| #7 | OKTA INC CLASS A (OKTA) - 1.38% | TESLA INC (TSLA) - 2.83% |
| #8 | XPO INC (XPO) - 1.31% | ELI LILLY AND CO (LLY) - 2.46% |
| #9 | WOODWARD INC (WWD) - 1.30% | ADVANCED MICRO DEVICES INC (AMD) - 2.35% |
| #10 | UNITED THERAPEUTICS CORP (UTHR) - 1.23% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.67% |
| #11 | EVERPURE INC CLASS A (P) - 1.21% | JOHNSON & JOHNSON (JNJ) - 1.62% |
| #12 | MASTEC INC (MTZ) - 1.20% | ABBVIE INC (ABBV) - 1.21% |
| #13 | RB GLOBAL INC (RBA) - 1.13% | APPLIED MATERIALS INC (AMAT) - 1.20% |
| #14 | STERLING INFRASTRUCTURE INC (STRL) - 1.12% | CISCO SYSTEMS INC (CSCO) - 1.19% |
| #15 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.05% | LAM RESEARCH CORP (LRCX) - 1.08% |
| #16 | ROKU INC CLASS A (ROKU) - 1.02% | PROCTER & GAMBLE CO (PG) - 0.92% |
| #17 | RBC BEARINGS INC (RBC) - 1.01% | THE HOME DEPOT INC (HD) - 0.89% |
| #18 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.99% | MERCK & CO INC (MRK) - 0.84% |
| #19 | FABRINET (FN) - 0.95% | GE VERNOVA INC (GEV) - 0.77% |
| #20 | ITT INC (ITT) - 0.94% | KLA CORP (KLAC) - 0.75% |
| #21 | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.94% | PALO ALTO NETWORKS INC (PANW) - 0.74% |
| #22 | MKS INC (MKSI) - 0.92% | TEXAS INSTRUMENTS INC (TXN) - 0.70% |
| #23 | TENET HEALTHCARE CORP (THC) - 0.90% | LINDE PLC (LIN) - 0.62% |
| #24 | COEUR MINING INC (CDE) - 0.90% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.62% |
| #25 | BWX TECHNOLOGIES INC (BWXT) - 0.88% | ORACLE CORP (ORCL) - 0.57% |
| Total Holdings | 246 | 220 |
MDYG vs SPUS - Historical Returns
Returns include dividend reinvestment.
1M
MDYG
+3.26%
Winner
SPUS
+4.28%
3M
MDYG
+5.03%
Winner
SPUS
+6.82%
6M
MDYG
+12.59%
Winner
SPUS
+15.50%
1Y
MDYG
+28.02%
Winner
SPUS
+28.59%
5Y(CAGR)
MDYG
+8.48%
Winner
SPUS
+15.42%
10Y(CAGR)
MDYG
+11.33%
SPUS
N/A
Max(CAGR)
MDYG
+10.51%
Winner
SPUS
+18.84%
MDYG vs SPUS - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | MDYG | SPUS |
|---|---|---|
| 2026 | +19.69% | +15.90% |
| 2025 | +7.11% | +19.94% |
| 2024 | +16.57% | +27.91% |
| 2023 | +18.29% | +35.56% |
| 2022 | -18.97% | -23.12% |
| 2021 | +20.18% | +37.94% |
| 2020 | +22.17% | +23.99% |
| 2019 | +27.24% | +0.81% |
| 2018 | -11.43% | N/A |
| 2017 | +19.20% | N/A |
| 2016 | +16.95% | N/A |
| 2015 | +2.05% | N/A |
| 2014 | +9.06% | N/A |
| 2013 | +29.24% | N/A |
| 2012 | +16.21% | N/A |
| 2011 | -2.11% | N/A |
| 2010 | +25.08% | N/A |
| 2009 | +50.34% | N/A |
| 2008 | -40.78% | N/A |
| 2007 | +10.72% | N/A |
| 2006 | +11.26% | N/A |
| 2005 | +2.98% | N/A |
MDYG vs SPUS Drawdown Comparison
The maximum drawdown for MDYG was -58.46%, occurring on Nov 20, 2008. Recovery took 772 trading sessions.
The maximum drawdown for SPUS was -30.80%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current MDYG drawdown is -0.03%. The current SPUS drawdown is -0.50%.
| Rank | MDYG | SPUS |
|---|---|---|
| #1 | -58.46% Oct 12, 2007 - Nov 4, 2010 | -30.80% Feb 19, 2020 - Jul 6, 2020 |
| #2 | -39.27% Feb 20, 2020 - Aug 12, 2020 | -28.06% Dec 27, 2021 - Dec 12, 2023 |
| #3 | -29.25% Nov 16, 2021 - Feb 29, 2024 | -22.82% Jan 23, 2025 - Jul 2, 2025 |
| #4 | -26.20% Jul 7, 2011 - Sep 7, 2012 | -11.46% Jul 10, 2024 - Oct 14, 2024 |
| #5 | -25.46% Nov 25, 2024 - Dec 10, 2025 | -10.66% Jan 28, 2026 - Apr 15, 2026 |
| #6 | -24.00% Sep 14, 2018 - Nov 27, 2019 | -9.94% Sep 2, 2020 - Dec 8, 2020 |
| #7 | -18.21% Aug 17, 2015 - Jul 11, 2016 | -8.19% Feb 12, 2021 - Apr 5, 2021 |
| #8 | -13.93% May 9, 2006 - Dec 5, 2006 | -7.58% Jun 2, 2026 - Jul 29, 2026 |
| #9 | -12.02% Jul 13, 2007 - Oct 5, 2007 | -6.71% Sep 3, 2021 - Oct 26, 2021 |
| #10 | -10.62% Jul 1, 2014 - Nov 11, 2014 | -6.56% Mar 22, 2024 - May 15, 2024 |
| #11 | -9.92% Mar 2, 2026 - Apr 17, 2026 | -5.74% Oct 29, 2025 - Jan 27, 2026 |
| #12 | -9.67% Jan 26, 2018 - Jun 6, 2018 | -4.76% Apr 23, 2021 - Jun 10, 2021 |
| #13 | -9.06% Jul 16, 2024 - Oct 14, 2024 | -4.50% Dec 16, 2024 - Jan 23, 2025 |
| #14 | -8.13% Apr 29, 2011 - Jul 7, 2011 | -3.69% Jan 26, 2021 - Feb 4, 2021 |
| #15 | -8.07% Sep 2, 2020 - Oct 7, 2020 | -3.59% Nov 19, 2021 - Dec 8, 2021 |
Correlation
Correlation between MDYG and SPUS is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2005 - 2026)
MDYG vs SPUS dividend yield comparison.
| Year | MDYG | SPUS |
|---|---|---|
| 2026 | 0.25% | 0.31% |
| 2025 | 0.75% | 0.60% |
| 2024 | 0.87% | 0.70% |
| 2023 | 1.20% | 0.87% |
| 2022 | 1.16% | 1.21% |
| 2021 | 0.69% | 1.15% |
| 2020 | 0.71% | 1.04% |
| 2019 | 1.21% | 0.00% |
| 2018 | 1.36% | 0.00% |
| 2017 | 2.23% | 0.00% |
| 2016 | 1.25% | 0.00% |
| 2015 | 2.51% | 0.00% |
| 2014 | 1.60% | 0.00% |
| 2013 | 0.82% | 0.00% |
| 2012 | 0.97% | 0.00% |
| 2011 | 0.66% | 0.00% |
| 2010 | 0.29% | 0.00% |
| 2009 | 0.59% | 0.00% |
| 2008 | 0.94% | 0.00% |
| 2007 | 2.12% | 0.00% |
| 2006 | 3.01% | 0.00% |
| 2005 | 0.05% | 0.00% |
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