MDYV vs NULG
Comparison between STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP VALUE ETF (MDYV, ETF) and NUVEEN ESG LARGE-CAP GROWTH ETF (NULG, ETF).
5-Year PerformanceNULG has outperformed MDYV, delivering a return of +13.8% compared to +7.3%
MDYV vs NULG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MDYV
$2.60B
NULG
$2.60B
Expense Ratio
Winner
MDYV
0.15%
NULG
0.26%
Max Drawdown
MDYV
62.59%
Winner
NULG
39.30%
Sharpe Ratio
Winner
MDYV
1.07
NULG
0.99
5Y Beta
Winner
MDYV
0.90
NULG
1.18
P/E Ratio
Winner
MDYV
21.16
NULG
36.40
Forward P/E
Winner
MDYV
14.01
NULG
25.50
PEG Ratio
Winner
MDYV
0.21
NULG
0.56
5Y Dividends CAGR
Winner
MDYV
8.23%
NULG
-33.99%
5Y EPS CAGR
MDYV
8.73%
Winner
NULG
42.78%
Debt to Equity
Winner
MDYV
44.45%
NULG
98.47%
P/S Ratio
Winner
MDYV
1.06
NULG
6.30
P/B Ratio
Winner
MDYV
1.97
NULG
11.33
MDYV vs NULG - Holdings Comparison
MDYV and NULG have 6 common holdings. Overlap is 1.06%
MDYV's top 25 holdings weight is 21.47%. NULG's top 25 holdings weight is 64.59%.
| Rank | MDYV | NULG |
|---|---|---|
| #1 | RELIANCE INC (RS) - 1.17% | NVIDIA CORP (NVDA) - 16.40% |
| #2 | ALCOA CORP (AA) - 1.14% | BROADCOM INC (AVGO) - 6.48% |
| #3 | WESCO INTERNATIONAL INC (WCC) - 1.08% | ELI LILLY AND CO (LLY) - 3.56% |
| #4 | TD SYNNEX CORP (SNX) - 1.07% | VISA INC CLASS A (V) - 3.08% |
| #5 | US FOODS HOLDING CORP (USFD) - 1.06% | ADVANCED MICRO DEVICES INC (AMD) - 2.86% |
| #6 | OVINTIV INC (OVV) - 0.93% | MASTERCARD INC CLASS A (MA) - 2.72% |
| #7 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.92% | NETFLIX INC (NFLX) - 2.08% |
| #8 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.88% | TJX COMPANIES INC (TJX) - 1.88% |
| #9 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.87% | KLA CORP (KLAC) - 1.84% |
| #10 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.86% | SERVICENOW INC (NOW) - 1.82% |
| #11 | BORGWARNER INC (BWA) - 0.84% | INTUIT INC (INTU) - 1.72% |
| #12 | REGAL REXNORD CORP (RRX) - 0.83% | ARISTA NETWORKS INC (ANET) - 1.68% |
| #13 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.83% | QUANTA SERVICES INC (PWR) - 1.67% |
| #14 | ARAMARK (ARMK) - 0.81% | ADOBE INC (ADBE) - 1.63% |
| #15 | JONES LANG LASALLE INC (JLL) - 0.81% | BOOKING HOLDINGS INC (BKNG) - 1.62% |
| #16 | WATSCO INC ORDINARY SHARES (WSO) - 0.79% | MONSTER BEVERAGE CORP (MNST) - 1.55% |
| #17 | TOLL BROTHERS INC (TOL) - 0.77% | WORKDAY INC CLASS A (WDAY) - 1.42% |
| #18 | ENTEGRIS INC (ENTG) - 0.77% | MOODYS CORP (MCO) - 1.42% |
| #19 | UNUM GROUP (UNM) - 0.76% | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.40% |
| #20 | SAIA INC (SAIA) - 0.74% | AUTODESK INC (ADSK) - 1.36% |
| #21 | FIDELITY NATIONAL FINANCIAL INC (FNF) - 0.73% | W.W. GRAINGER INC (GWW) - 1.33% |
| #22 | ALLY FINANCIAL INC (ALLY) - 0.71% | ECOLAB INC (ECL) - 1.29% |
| #23 | FIRST HORIZON CORP (FHN) - 0.70% | IDEXX LABORATORIES INC (IDXX) - 1.26% |
| #24 | WEBSTER FINANCIAL CORP (WBS) - 0.70% | ROYAL CARIBBEAN GROUP (RCL) - 1.26% |
| #25 | n/a (KNX) - 0.70% | MOTOROLA SOLUTIONS INC (MSI) - 1.26% |
| Total Holdings | 303 | 83 |
MDYV vs NULG - Historical Returns
Returns include dividend reinvestment.
1M
MDYV
+0.12%
Winner
NULG
+4.08%
3M
MDYV
+3.87%
Winner
NULG
+14.65%
6M
MDYV
+8.31%
Winner
NULG
+10.55%
1Y
MDYV
+20.70%
Winner
NULG
+21.49%
5Y(CAGR)
MDYV
+7.34%
Winner
NULG
+13.75%
10Y(CAGR)
MDYV
+10.20%
Winner
NULG
+18.56%
Max(CAGR)
MDYV
+8.93%
Winner
NULG
+18.56%
MDYV vs NULG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | MDYV | NULG |
|---|---|---|
| 2026 | +7.14% | +11.83% |
| 2025 | +7.89% | +13.96% |
| 2024 | +11.46% | +25.40% |
| 2023 | +15.49% | +43.46% |
| 2022 | -7.79% | -28.36% |
| 2021 | +32.87% | +29.55% |
| 2020 | +3.95% | +38.04% |
| 2019 | +25.64% | +39.79% |
| 2018 | -12.74% | -0.15% |
| 2017 | +11.16% | +24.57% |
| 2016 | +27.76% | -0.08% |
| 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 NULG Drawdown Comparison
The maximum drawdown for MDYV was -60.74%, occurring on Mar 6, 2009. Recovery took 968 trading sessions.
The maximum drawdown for NULG was -36.11%, occurring on Oct 14, 2022. Recovery took 552 trading sessions.
The current MDYV drawdown is -1.05%. The current NULG drawdown is -4.94%.
| Rank | MDYV | NULG |
|---|---|---|
| #1 | -60.74% Jun 4, 2007 - Apr 5, 2011 | -36.11% Nov 5, 2021 - Jan 19, 2024 |
| #2 | -45.87% Jan 16, 2020 - Dec 4, 2020 | -34.67% Feb 19, 2020 - Jul 2, 2020 |
| #3 | -25.52% Apr 28, 2011 - Mar 15, 2012 | -22.42% Oct 1, 2018 - Apr 12, 2019 |
| #4 | -22.81% Aug 29, 2018 - Nov 5, 2019 | -22.28% Dec 11, 2024 - Jun 10, 2025 |
| #5 | -22.59% Nov 25, 2024 - Dec 10, 2025 | -14.50% Oct 28, 2025 - Apr 17, 2026 |
| #6 | -21.23% Jun 23, 2015 - Jun 8, 2016 | -12.28% Jul 10, 2024 - Oct 14, 2024 |
| #7 | -19.02% Jan 4, 2022 - Jan 27, 2023 | -10.92% Feb 12, 2021 - Apr 13, 2021 |
| #8 | -18.70% Feb 2, 2023 - Dec 19, 2023 | -10.09% Sep 2, 2020 - Nov 24, 2020 |
| #9 | -12.24% Mar 19, 2012 - Sep 7, 2012 | -8.11% Jan 26, 2018 - Mar 9, 2018 |
| #10 | -10.53% Feb 6, 2026 - Jun 2, 2026 | -7.98% Mar 21, 2024 - May 15, 2024 |
| #11 | -10.31% Sep 2, 2014 - Nov 24, 2014 | -7.79% Mar 12, 2018 - May 23, 2018 |
| #12 | -9.35% Jan 23, 2018 - Jun 7, 2018 | -7.78% Apr 26, 2021 - Jun 14, 2021 |
| #13 | -9.07% May 7, 2021 - Oct 25, 2021 | -7.64% Sep 3, 2021 - Oct 26, 2021 |
| #14 | -9.01% May 9, 2006 - Oct 13, 2006 | -6.78% Apr 29, 2019 - Jun 19, 2019 |
| #15 | -8.70% Nov 15, 2021 - Jan 4, 2022 | -6.41% Jul 26, 2019 - Sep 5, 2019 |
Correlation
Correlation between MDYV and NULG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2005 - 2026)
MDYV vs NULG dividend yield comparison.
| Year | MDYV | NULG |
|---|---|---|
| 2026 | 0.42% | 0.00% |
| 2025 | 1.72% | 0.11% |
| 2024 | 1.89% | 0.16% |
| 2023 | 1.59% | 0.43% |
| 2022 | 1.90% | 0.40% |
| 2021 | 1.74% | 5.08% |
| 2020 | 1.69% | 2.68% |
| 2019 | 1.83% | 1.10% |
| 2018 | 2.28% | 3.73% |
| 2017 | 2.48% | 0.61% |
| 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% |
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STATE STREET(R) SPDR(R) S&P 500(R) FOSSIL FUEL RESERVES FREE ETF
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VICTORYSHARES CORE INTERMEDIATE BOND ETF FORMERLY VICTORYSHARES USAA CORE INTERMEDIATE-TERM BOND ETF VICTORYSHARES CORE INTERMEDIATE BOND ETF
Compare NULG with:
SPXX
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Net Assets
$2.70B
Nuveen S&P 500 Dynamic Overwrite Fund
SPYX
ETF
Net Assets
$2.60B
STATE STREET(R) SPDR(R) S&P 500(R) FOSSIL FUEL RESERVES FREE ETF
UITB
ETF
Net Assets
$2.60B
VICTORYSHARES CORE INTERMEDIATE BOND ETF FORMERLY VICTORYSHARES USAA CORE INTERMEDIATE-TERM BOND ETF VICTORYSHARES CORE INTERMEDIATE BOND ETF