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MDYV vs IGLB

Comparison between STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP VALUE ETF (MDYV, ETF) and ISHARES 10+ YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGLB, ETF).

5-Year PerformanceMDYV has outperformed IGLB, delivering a return of +7.3% compared to -1.8%

MDYV vs IGLB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MDYV
$2.60B
Winner
IGLB
$2.70B
Expense Ratio
MDYV
0.15%
Winner
IGLB
0.04%
Max Drawdown
MDYV
62.59%
Winner
IGLB
39.97%
Sharpe Ratio
Winner
MDYV
1.07
IGLB
0.34
5Y Beta
MDYV
0.90
Winner
IGLB
0.22
P/E Ratio
MDYV
21.16
IGLB
N/A
Forward P/E
MDYV
14.01
IGLB
N/A
PEG Ratio
MDYV
0.21
IGLB
N/A
5Y Dividends CAGR
Winner
MDYV
8.23%
IGLB
3.01%
5Y EPS CAGR
MDYV
8.73%
IGLB
N/A
Debt to Equity
MDYV
44.45%
IGLB
N/A
P/S Ratio
MDYV
1.06
IGLB
N/A
P/B Ratio
MDYV
1.97
IGLB
N/A

MDYV vs IGLB - Historical Returns

Returns include dividend reinvestment.

1M
MDYV
+0.12%
Winner
IGLB
+0.28%
3M
Winner
MDYV
+3.87%
IGLB
-0.93%
6M
Winner
MDYV
+8.31%
IGLB
-0.20%
1Y
Winner
MDYV
+20.70%
IGLB
+6.44%
5Y(CAGR)
Winner
MDYV
+7.34%
IGLB
-1.76%
10Y(CAGR)
Winner
MDYV
+10.20%
IGLB
+2.24%
Max(CAGR)
Winner
MDYV
+8.93%
IGLB
+4.29%

MDYV vs IGLB - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearMDYVIGLB
2026+7.14%+0.48%
2025+7.89%+7.47%
2024+11.46%-0.58%
2023+15.49%+9.75%
2022-7.79%-24.20%
2021+32.87%-0.96%
2020+3.95%+12.71%
2019+25.64%+22.84%
2018-12.74%-6.19%
2017+11.16%+11.45%
2016+27.76%+9.78%
2015-6.72%-6.13%
2014+13.69%+15.38%
2013+31.45%-7.90%
2012+16.71%+12.74%
2011-3.66%+16.81%
2010+20.67%+10.32%
2009+31.76%-0.47%
2008-34.65%N/A
2007-1.23%N/A
2006+14.50%N/A
2005+2.32%N/A

MDYV vs IGLB Drawdown Comparison

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

The maximum drawdown for IGLB was -34.13%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The current MDYV drawdown is -1.05%. The current IGLB drawdown is -14.14%.

RankMDYVIGLB
#1-60.74%
Jun 4, 2007 - Apr 5, 2011
-34.13%
Sep 22, 2021 - Oct 24, 2022
#2-45.87%
Jan 16, 2020 - Dec 4, 2020
-27.72%
Mar 6, 2020 - Jul 9, 2020
#3-25.52%
Apr 28, 2011 - Mar 15, 2012
-14.42%
May 2, 2013 - May 15, 2014
#4-22.81%
Aug 29, 2018 - Nov 5, 2019
-11.20%
Jan 30, 2015 - Jun 8, 2016
#5-22.59%
Nov 25, 2024 - Dec 10, 2025
-10.23%
Aug 6, 2020 - Aug 4, 2021
#6-21.23%
Jun 23, 2015 - Jun 8, 2016
-9.70%
Dec 15, 2017 - Mar 28, 2019
#7-19.02%
Jan 4, 2022 - Jan 27, 2023
-9.22%
Jul 8, 2016 - Jun 20, 2017
#8-18.70%
Feb 2, 2023 - Dec 19, 2023
-7.48%
Aug 26, 2010 - May 17, 2011
#9-12.24%
Mar 19, 2012 - Sep 7, 2012
-5.13%
Nov 13, 2012 - May 1, 2013
#10-10.53%
Feb 6, 2026 - Jun 2, 2026
-4.94%
Aug 28, 2019 - Dec 13, 2019
#11-10.31%
Sep 2, 2014 - Nov 24, 2014
-4.40%
Nov 1, 2011 - Feb 27, 2012
#12-9.35%
Jan 23, 2018 - Jun 7, 2018
-4.33%
Aug 28, 2014 - Oct 14, 2014
#13-9.07%
May 7, 2021 - Oct 25, 2021
-4.20%
Aug 10, 2011 - Sep 21, 2011
#14-9.01%
May 9, 2006 - Oct 13, 2006
-3.89%
Feb 28, 2012 - May 3, 2012
#15-8.70%
Nov 15, 2021 - Jan 4, 2022
-3.85%
Sep 22, 2011 - Oct 25, 2011

Correlation

Correlation between MDYV and IGLB is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (2005 - 2026)

MDYV vs IGLB dividend yield comparison.

YearMDYVIGLB
20260.42%2.25%
20251.72%5.14%
20241.89%5.10%
20231.59%4.59%
20221.90%4.56%
20211.74%3.16%
20201.69%3.22%
20191.83%3.73%
20182.28%4.56%
20172.48%3.94%
20161.83%4.21%
20154.31%4.57%
20144.05%3.76%
20131.40%4.66%
20122.08%4.37%
20111.74%4.45%
20102.24%5.29%
20092.37%0.31%
20084.30%0.00%
20072.13%0.00%
20063.56%0.00%
20050.31%0.00%

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