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MDYV vs DFGP

Comparison between STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP VALUE ETF (MDYV, ETF) and DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF (DFGP, ETF).

MDYV vs DFGP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MDYV
$2.60B
DFGP
$2.60B
Expense Ratio
Winner
MDYV
0.15%
DFGP
0.22%
Max Drawdown
MDYV
62.59%
Winner
DFGP
5.75%
Sharpe Ratio
Winner
MDYV
1.14
DFGP
0.34
5Y Beta
MDYV
0.90
Winner
DFGP
0.07
P/E Ratio
MDYV
21.40
DFGP
N/A
Forward P/E
MDYV
14.04
DFGP
N/A
PEG Ratio
MDYV
0.07
DFGP
N/A
5Y Dividends CAGR
MDYV
8.23%
DFGP
N/A
5Y EPS CAGR
MDYV
8.98%
DFGP
N/A
Debt to Equity
MDYV
43.55%
DFGP
N/A
P/S Ratio
MDYV
1.06
DFGP
N/A
P/B Ratio
MDYV
2.00
DFGP
N/A

MDYV vs DFGP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MDYV
+4.87%
DFGP
+1.18%
3M
Winner
MDYV
+12.48%
DFGP
+1.78%
6M
Winner
MDYV
+10.20%
DFGP
+1.78%
1Y
Winner
MDYV
+22.11%
DFGP
+4.80%
5Y(CAGR)
MDYV
+8.01%
DFGP
N/A
10Y(CAGR)
MDYV
+10.82%
DFGP
N/A
Max(CAGR)
Winner
MDYV
+9.09%
DFGP
+6.74%

MDYV vs DFGP - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearMDYVDFGP
2026+10.72%+1.58%
2025+7.89%+5.82%
2024+11.46%+4.20%
2023+15.49%+6.24%
2022-7.79%N/A
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 DFGP Drawdown Comparison

The maximum drawdown for MDYV was -60.74%, occurring on Mar 6, 2009. Recovery took 968 trading sessions.

The maximum drawdown for DFGP was -3.24%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current DFGP drawdown is -0.55%.

RankMDYVDFGP
#1-60.74%
Jun 4, 2007 - Apr 5, 2011
-3.24%
Feb 27, 2026 - Mar 27, 2026
#2-45.87%
Jan 16, 2020 - Dec 4, 2020
-3.04%
Sep 16, 2024 - Feb 26, 2025
#3-25.52%
Apr 28, 2011 - Mar 15, 2012
-2.71%
Mar 3, 2025 - Jun 4, 2025
#4-22.81%
Aug 29, 2018 - Nov 5, 2019
-2.27%
Mar 28, 2024 - Jun 4, 2024
#5-22.59%
Nov 25, 2024 - Dec 10, 2025
-1.92%
Feb 1, 2024 - Mar 27, 2024
#6-21.23%
Jun 23, 2015 - Jun 8, 2016
-1.36%
Dec 27, 2023 - Feb 1, 2024
#7-19.02%
Jan 4, 2022 - Jan 27, 2023
-1.31%
Jun 25, 2024 - Jul 10, 2024
#8-18.70%
Feb 2, 2023 - Dec 19, 2023
-1.14%
Oct 27, 2025 - Jan 29, 2026
#9-12.24%
Mar 19, 2012 - Sep 7, 2012
-0.94%
Jul 1, 2025 - Jul 29, 2025
#10-10.53%
Feb 6, 2026 - Jun 2, 2026
-0.89%
Aug 2, 2024 - Aug 14, 2024
#11-10.31%
Sep 2, 2014 - Nov 24, 2014
-0.88%
Jun 6, 2024 - Jun 13, 2024
#12-9.35%
Jan 23, 2018 - Jun 7, 2018
-0.62%
Jul 16, 2024 - Jul 29, 2024
#13-9.07%
May 7, 2021 - Oct 25, 2021
-0.61%
Nov 8, 2023 - Nov 14, 2023
#14-9.01%
May 9, 2006 - Oct 13, 2006
-0.59%
Jun 4, 2025 - Jun 11, 2025
#15-8.70%
Nov 15, 2021 - Jan 4, 2022
-0.56%
Aug 23, 2024 - Sep 4, 2024

Correlation

Correlation between MDYV and DFGP is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2005 - 2026)

MDYV vs DFGP dividend yield comparison.

YearMDYVDFGP
20260.40%0.38%
20251.72%3.45%
20241.89%4.51%
20231.59%0.62%
20221.90%0.00%
20211.74%0.00%
20201.69%0.00%
20191.83%0.00%
20182.28%0.00%
20172.48%0.00%
20161.83%0.00%
20154.31%0.00%
20144.05%0.00%
20131.40%0.00%
20122.08%0.00%
20111.74%0.00%
20102.24%0.00%
20092.37%0.00%
20084.30%0.00%
20072.13%0.00%
20063.56%0.00%
20050.31%0.00%

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