MDYV vs AVSC
Comparison between SPDR(R) S & P 400 MID CAP VALUE ETF (MDYV, ETF) and AVANTIS U.S. SMALL CAP EQUITY ETF (AVSC, ETF).
MDYV vs AVSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MDYV
$2.60B
Winner
AVSC
$2.70B
Expense Ratio
Winner
MDYV
0.15%
AVSC
0.25%
Max Drawdown
MDYV
62.59%
Winner
AVSC
28.84%
Sharpe Ratio
MDYV
1.08
Winner
AVSC
1.79
5Y Beta
Winner
MDYV
0.90
AVSC
1.03
P/E Ratio
Winner
MDYV
21.21
AVSC
59.56
Forward P/E
MDYV
13.97
Winner
AVSC
13.73
PEG Ratio
MDYV
0.23
AVSC
N/A
5Y Dividends CAGR
MDYV
8.23%
AVSC
N/A
5Y EPS CAGR
MDYV
8.23%
Winner
AVSC
9.50%
Debt to Equity
MDYV
21.32%
AVSC
N/A
P/S Ratio
Winner
MDYV
1.06
AVSC
1.12
P/B Ratio
MDYV
1.96
Winner
AVSC
1.77
MDYV vs AVSC - Holdings Comparison
MDYV and AVSC have 81 common holdings. Overlap is 6.99%
MDYV's top 25 holdings weight is 21.69%. AVSC's top 25 holdings weight is 8.89%.
| Rank | MDYV | AVSC |
|---|---|---|
| #1 | US FOODS HOLDING CORP (USFD) - 1.21% | MYR GROUP INC (MYRG) - 0.59% |
| #2 | RELIANCE INC (RS) - 1.16% | VIAVI SOLUTIONS INC (VIAV) - 0.51% |
| #3 | TD SYNNEX CORP (SNX) - 1.05% | VIASAT INC (VSAT) - 0.47% |
| #4 | OVINTIV INC (OVV) - 1.04% | DANA INC (DAN) - 0.47% |
| #5 | WESCO INTERNATIONAL INC (WCC) - 1.02% | LIBERTY ENERGY INC CLASS A (LBRT) - 0.43% |
| #6 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.99% | FORMFACTOR INC (FORM) - 0.40% |
| #7 | ALCOA CORP (AA) - 0.97% | INTERNATIONAL SEAWAYS INC (INSW) - 0.39% |
| #8 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.96% | DIODES INC (DIOD) - 0.38% |
| #9 | JONES LANG LASALLE INC (JLL) - 0.90% | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.38% |
| #10 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.89% | PATTERSON-UTI ENERGY INC (PTEN) - 0.37% |
| #11 | REGAL REXNORD CORP (RRX) - 0.88% | OCEANEERING INTERNATIONAL INC (OII) - 0.34% |
| #12 | WATSCO INC ORDINARY SHARES (WSO) - 0.88% | n/a (SPHR) - 0.34% |
| #13 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.84% | TUTOR PERINI CORP (TPC) - 0.34% |
| #14 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.82% | MATERION CORP (MTRN) - 0.33% |
| #15 | ENTEGRIS INC (ENTG) - 0.81% | FIRST BANCORP (FBNC) - 0.33% |
| #16 | FIDELITY NATIONAL FINANCIAL INC (FNF) - 0.78% | LIGAND PHARMACEUTICALS INC (LGND) - 0.33% |
| #17 | TOLL BROTHERS INC (TOL) - 0.78% | PLUG POWER INC (PLUG) - 0.32% |
| #18 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 0.74% | ADEIA INC (ADEA) - 0.32% |
| #19 | UNUM GROUP (UNM) - 0.73% | VICTORIA'S SECRET & CO (VSCO) - 0.31% |
| #20 | FIRST HORIZON CORP (FHN) - 0.72% | PAR PACIFIC HOLDINGS INC (PARR) - 0.31% |
| #21 | ALLY FINANCIAL INC (ALLY) - 0.72% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.31% |
| #22 | ARAMARK (ARMK) - 0.71% | SUPERNUS PHARMACEUTICALS INC (SUPN) - 0.23% |
| #23 | BORGWARNER INC (BWA) - 0.71% | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.23% |
| #24 | HF SINCLAIR CORP (DINO) - 0.69% | POWELL INDUSTRIES INC (POWL) - 0.23% |
| #25 | WEBSTER FINANCIAL CORP (WBS) - 0.69% | KNOWLES CORP (KN) - 0.23% |
| Total Holdings | 303 | 1449 |
MDYV vs AVSC - Historical Returns
Returns include dividend reinvestment.
1M
MDYV
+2.16%
Winner
AVSC
+4.16%
3M
MDYV
-1.31%
Winner
AVSC
+4.55%
6M
MDYV
+9.88%
Winner
AVSC
+19.03%
1Y
MDYV
+17.24%
Winner
AVSC
+36.84%
5Y(CAGR)
MDYV
+7.34%
Winner
AVSC
+8.89%
10Y(CAGR)
MDYV
+10.62%
AVSC
N/A
Max(CAGR)
Winner
MDYV
+8.90%
AVSC
+8.89%
MDYV vs AVSC - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | MDYV | AVSC |
|---|---|---|
| 2026 | +6.05% | +15.53% |
| 2025 | +7.89% | +9.78% |
| 2024 | +11.46% | +8.20% |
| 2023 | +15.49% | +20.32% |
| 2022 | -7.79% | -11.71% |
| 2021 | +32.87% | N/A |
| 2020 | +3.95% | N/A |
| 2019 | +25.64% | N/A |
| 2018 | -12.74% | N/A |
| 2017 | +11.16% | N/A |
| 2016 | +27.76% | N/A |
| 2015 | -6.72% | N/A |
| 2014 | +13.69% | N/A |
| 2013 | +31.45% | N/A |
| 2012 | +16.71% | N/A |
| 2011 | -3.66% | N/A |
| 2010 | +20.67% | N/A |
| 2009 | +31.76% | N/A |
| 2008 | -34.65% | N/A |
| 2007 | -1.23% | N/A |
| 2006 | +14.50% | N/A |
| 2005 | +2.32% | N/A |
MDYV vs AVSC Drawdown Comparison
The maximum drawdown for MDYV was -60.74%, occurring on Mar 6, 2009. Recovery took 968 trading sessions.
The maximum drawdown for AVSC was -28.40%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.
The current MDYV drawdown is -1.88%. The current AVSC drawdown is -1.25%.
| Rank | MDYV | AVSC |
|---|---|---|
| #1 | -60.74% Jun 4, 2007 - Apr 5, 2011 | -28.40% Nov 25, 2024 - Oct 24, 2025 |
| #2 | -45.87% Jan 16, 2020 - Dec 4, 2020 | -20.42% Jan 14, 2022 - Jul 31, 2023 |
| #3 | -25.52% Apr 28, 2011 - Mar 15, 2012 | -15.92% Jul 31, 2023 - Dec 13, 2023 |
| #4 | -22.81% Aug 29, 2018 - Nov 5, 2019 | -10.69% Jul 26, 2024 - Nov 6, 2024 |
| #5 | -22.59% Nov 25, 2024 - Dec 10, 2025 | -8.54% Mar 28, 2024 - Jul 12, 2024 |
| #6 | -21.23% Jun 23, 2015 - Jun 8, 2016 | -8.09% Dec 27, 2023 - Mar 27, 2024 |
| #7 | -19.02% Jan 4, 2022 - Jan 27, 2023 | -7.89% Feb 9, 2026 - Apr 9, 2026 |
| #8 | -18.70% Feb 2, 2023 - Dec 19, 2023 | -7.73% Oct 24, 2025 - Dec 3, 2025 |
| #9 | -12.24% Mar 19, 2012 - Sep 7, 2012 | -4.71% Nov 11, 2024 - Nov 25, 2024 |
| #10 | -10.53% Feb 6, 2026 - Mar 20, 2026 | -3.45% Dec 11, 2025 - Jan 6, 2026 |
| #11 | -10.31% Sep 2, 2014 - Nov 24, 2014 | -2.78% Jan 22, 2026 - Feb 6, 2026 |
| #12 | -9.35% Jan 23, 2018 - Jun 7, 2018 | -2.64% Jul 16, 2024 - Jul 23, 2024 |
| #13 | -9.07% May 7, 2021 - Oct 25, 2021 | -1.98% Jul 23, 2024 - Jul 26, 2024 |
| #14 | -9.01% May 9, 2006 - Oct 13, 2006 | -1.91% Jan 15, 2026 - Jan 21, 2026 |
| #15 | -8.70% Nov 15, 2021 - Jan 4, 2022 | -1.83% Dec 19, 2023 - Dec 22, 2023 |
Correlation
Correlation between MDYV and AVSC is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2005 - 2026)
MDYV vs AVSC dividend yield comparison.
| Year | MDYV | AVSC |
|---|---|---|
| 2026 | 0.42% | 0.13% |
| 2025 | 1.72% | 1.16% |
| 2024 | 1.89% | 1.17% |
| 2023 | 1.59% | 1.42% |
| 2022 | 1.90% | 1.10% |
| 2021 | 1.74% | 0.00% |
| 2020 | 1.69% | 0.00% |
| 2019 | 1.83% | 0.00% |
| 2018 | 2.28% | 0.00% |
| 2017 | 2.48% | 0.00% |
| 2016 | 1.83% | 0.00% |
| 2015 | 4.31% | 0.00% |
| 2014 | 4.05% | 0.00% |
| 2013 | 1.40% | 0.00% |
| 2012 | 2.08% | 0.00% |
| 2011 | 1.74% | 0.00% |
| 2010 | 2.24% | 0.00% |
| 2009 | 2.37% | 0.00% |
| 2008 | 4.30% | 0.00% |
| 2007 | 2.13% | 0.00% |
| 2006 | 3.56% | 0.00% |
| 2005 | 0.31% | 0.00% |
Select Stocks to Compare
Popular: MDYV vs SPYAVSC vs SPY
More Comparisons
Compare with similar stocks