MDYG vs SPY
Comparison between STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP GROWTH ETF (MDYG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed MDYG, delivering a return of +13.0% compared to +8.3%
MDYG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MDYG
$2.80B
Winner
SPY
$784B
Expense Ratio
MDYG
0.15%
Winner
SPY
0.09%
Max Drawdown
MDYG
59.31%
Winner
SPY
56.47%
Sharpe Ratio
MDYG
1.39
Winner
SPY
1.54
5Y Beta
MDYG
1.07
Winner
SPY
1.00
P/E Ratio
MDYG
31.64
Winner
SPY
27.62
Forward P/E
Winner
MDYG
20.33
SPY
21.11
5Y Dividends CAGR
Winner
MDYG
7.15%
SPY
6.00%
5Y EPS CAGR
MDYG
17.52%
Winner
SPY
25.30%
Debt to Equity
MDYG
49.55%
Winner
SPY
31.11%
P/S Ratio
Winner
MDYG
3.07
SPY
3.49
P/B Ratio
Winner
MDYG
4.48
SPY
5.30
MDYG vs SPY - Holdings Comparison
MDYG and SPY have 1 common holdings. Overlap is 0.00%
MDYG's top 25 holdings weight is 32.71%. SPY's top 25 holdings weight is 51.24%.
| Rank | MDYG | SPY |
|---|---|---|
| #1 | FLEX LTD (FLEX) - 3.19% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | TWILIO INC CLASS A (TWLO) - 1.89% | APPLE INC (AAPL) - 6.81% |
| #3 | TECHNIPFMC PLC (FTI) - 1.53% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | NVENT ELECTRIC PLC (NVT) - 1.52% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | STERLING INFRASTRUCTURE INC (STRL) - 1.46% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | CURTISS-WRIGHT CORP (CW) - 1.45% | BROADCOM INC (AVGO) - 2.77% |
| #7 | EVERPURE INC CLASS A (P) - 1.41% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | XPO INC (XPO) - 1.38% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | FABRINET (FN) - 1.37% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.34% | TESLA INC (TSLA) - 1.76% |
| #11 | ATI INC (ATI) - 1.32% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | CARPENTER TECHNOLOGY CORP (CRS) - 1.32% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | UNITED THERAPEUTICS CORP (UTHR) - 1.26% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | OKTA INC CLASS A (OKTA) - 1.25% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | MASTEC INC (MTZ) - 1.22% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | WOODWARD INC (WWD) - 1.12% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | RB GLOBAL INC (RBA) - 1.06% | VISA INC CLASS A (V) - 0.87% |
| #18 | TTM TECHNOLOGIES INC (TTMI) - 1.01% | INTEL CORP (INTC) - 0.85% |
| #19 | RBC BEARINGS INC (RBC) - 0.99% | WALMART INC (WMT) - 0.82% |
| #20 | RAMBUS INC (RMBS) - 0.98% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | ROYAL GOLD INC (RGLD) - 0.97% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.96% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | BWX TECHNOLOGIES INC (BWXT) - 0.93% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | ITT INC (ITT) - 0.91% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | API GROUP CORP (APG) - 0.87% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 243 | 505 |
MDYG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MDYG
+2.87%
SPY
-1.41%
3M
Winner
MDYG
+13.37%
SPY
+12.54%
6M
Winner
MDYG
+16.18%
SPY
+6.77%
1Y
Winner
MDYG
+28.54%
SPY
+22.18%
5Y(CAGR)
MDYG
+8.32%
Winner
SPY
+13.04%
10Y(CAGR)
MDYG
+11.92%
Winner
SPY
+15.54%
Max(CAGR)
Winner
MDYG
+10.46%
SPY
+8.44%
MDYG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MDYG | SPY |
|---|---|---|
| 2026 | +17.11% | +7.90% |
| 2025 | +7.11% | +18.00% |
| 2024 | +16.57% | +25.59% |
| 2023 | +18.29% | +26.72% |
| 2022 | -18.97% | -18.64% |
| 2021 | +20.18% | +30.52% |
| 2020 | +22.17% | +17.28% |
| 2019 | +27.24% | +31.09% |
| 2018 | -11.43% | -5.24% |
| 2017 | +19.20% | +20.78% |
| 2016 | +16.95% | +13.59% |
| 2015 | +2.05% | +1.31% |
| 2014 | +9.06% | +14.56% |
| 2013 | +29.24% | +29.00% |
| 2012 | +16.21% | +14.17% |
| 2011 | -2.11% | +0.85% |
| 2010 | +25.08% | +13.14% |
| 2009 | +50.34% | +22.67% |
| 2008 | -40.78% | -36.25% |
| 2007 | +10.72% | +5.32% |
| 2006 | +11.26% | +13.85% |
| 2005 | +2.98% | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
MDYG vs SPY Drawdown Comparison
The maximum drawdown for MDYG was -58.46%, occurring on Nov 20, 2008. Recovery took 772 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current MDYG drawdown is -1.23%. The current SPY drawdown is -3.22%.
| Rank | MDYG | SPY |
|---|---|---|
| #1 | -58.46% Oct 12, 2007 - Nov 4, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -39.27% Feb 20, 2020 - Aug 12, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -29.25% Nov 16, 2021 - Feb 29, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -26.20% Jul 7, 2011 - Sep 7, 2012 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -25.46% Nov 25, 2024 - Dec 10, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -24.00% Sep 14, 2018 - Nov 27, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -18.21% Aug 17, 2015 - Jul 11, 2016 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -13.93% May 9, 2006 - Dec 5, 2006 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.02% Jul 13, 2007 - Oct 5, 2007 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -10.62% Jul 1, 2014 - Nov 11, 2014 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.92% Mar 2, 2026 - Apr 17, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -9.67% Jan 26, 2018 - Jun 6, 2018 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.06% Jul 16, 2024 - Oct 14, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.13% Apr 29, 2011 - Jul 7, 2011 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.07% Sep 2, 2020 - Oct 7, 2020 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between MDYG and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
MDYG vs SPY dividend yield comparison.
| Year | MDYG | SPY |
|---|---|---|
| 2026 | 0.25% | 0.50% |
| 2025 | 0.75% | 1.07% |
| 2024 | 0.87% | 1.21% |
| 2023 | 1.20% | 1.40% |
| 2022 | 1.16% | 1.65% |
| 2021 | 0.69% | 1.20% |
| 2020 | 0.71% | 1.52% |
| 2019 | 1.21% | 1.75% |
| 2018 | 1.36% | 2.04% |
| 2017 | 2.23% | 1.80% |
| 2016 | 1.25% | 2.03% |
| 2015 | 2.51% | 2.06% |
| 2014 | 1.60% | 1.87% |
| 2013 | 0.82% | 1.81% |
| 2012 | 0.97% | 2.18% |
| 2011 | 0.66% | 2.05% |
| 2010 | 0.29% | 1.80% |
| 2009 | 0.59% | 1.95% |
| 2008 | 0.94% | 3.02% |
| 2007 | 2.12% | 1.85% |
| 2006 | 3.01% | 1.73% |
| 2005 | 0.05% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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