MDYV vs QGRW
Comparison between STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP VALUE ETF (MDYV, ETF) and WISDOMTREE U.S. QUALITY GROWTH FUND (QGRW, ETF).
MDYV vs QGRW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MDYV
$2.60B
Winner
QGRW
$2.70B
Expense Ratio
Winner
MDYV
0.15%
QGRW
0.28%
Max Drawdown
MDYV
62.59%
Winner
QGRW
24.50%
Sharpe Ratio
MDYV
1.16
Winner
QGRW
1.39
5Y Beta
Winner
MDYV
0.89
QGRW
1.32
P/E Ratio
Winner
MDYV
22.32
QGRW
37.79
Forward P/E
Winner
MDYV
14.12
QGRW
25.80
PEG Ratio
MDYV
N/A
QGRW
0.47
5Y Dividends CAGR
MDYV
8.23%
QGRW
N/A
5Y EPS CAGR
MDYV
10.01%
Winner
QGRW
38.83%
Debt to Equity
MDYV
43.91%
Winner
QGRW
27.92%
MDYV vs QGRW - Holdings Comparison
MDYV and QGRW have 1 common holdings. Overlap is 0.04%
MDYV's top 25 holdings weight is 20.50%. QGRW's top 25 holdings weight is 79.88%.
| Rank | MDYV | QGRW |
|---|---|---|
| #1 | RELIANCE INC (RS) - 1.23% | NVIDIA CORP (NVDA) - 14.15% |
| #2 | TD SYNNEX CORP (SNX) - 1.20% | ALPHABET INC CLASS A (GOOGL) - 9.23% |
| #3 | US FOODS HOLDING CORP (USFD) - 1.15% | APPLE INC (AAPL) - 6.68% |
| #4 | ALCOA CORP (AA) - 1.10% | MICROSOFT CORP (MSFT) - 6.07% |
| #5 | WESCO INTERNATIONAL INC (WCC) - 1.01% | META PLATFORMS INC CLASS A (META) - 5.76% |
| #6 | OVINTIV INC (OVV) - 0.92% | MICRON TECHNOLOGY INC (MU) - 4.92% |
| #7 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.92% | AMAZON.COM INC (AMZN) - 4.32% |
| #8 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.91% | BROADCOM INC (AVGO) - 3.58% |
| #9 | BORGWARNER INC (BWA) - 0.89% | ELI LILLY AND CO (LLY) - 3.05% |
| #10 | JONES LANG LASALLE INC (JLL) - 0.85% | TESLA INC (TSLA) - 2.37% |
| #11 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.84% | ORACLE CORP (ORCL) - 2.34% |
| #12 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.83% | ADVANCED MICRO DEVICES INC (AMD) - 2.34% |
| #13 | REGAL REXNORD CORP (RRX) - 0.83% | VISA INC CLASS A (V) - 1.65% |
| #14 | ARAMARK (ARMK) - 0.83% | LAM RESEARCH CORP (LRCX) - 1.55% |
| #15 | TOLL BROTHERS INC (TOL) - 0.80% | APPLIED MATERIALS INC (AMAT) - 1.48% |
| #16 | WATSCO INC ORDINARY SHARES (WSO) - 0.79% | CATERPILLAR INC (CAT) - 1.40% |
| #17 | UNUM GROUP (UNM) - 0.79% | MASTERCARD INC CLASS A (MA) - 1.34% |
| #18 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.78% | KLA CORP (KLAC) - 1.19% |
| #19 | n/a (KNX) - 0.76% | GE AEROSPACE (GE) - 1.18% |
| #20 | SAIA INC (SAIA) - 0.75% | NETFLIX INC (NFLX) - 1.06% |
| #21 | CARLISLE COMPANIES INC (CSL) - 0.47% | GE VERNOVA INC (GEV) - 0.98% |
| #22 | REXFORD INDUSTRIAL REALTY INC (REXR) - 0.47% | n/a (PLTR) - 0.93% |
| #23 | FLUOR CORP (FLR) - 0.47% | PALO ALTO NETWORKS INC (PANW) - 0.79% |
| #24 | BURLINGTON STORES INC (BURL) - 0.46% | ARISTA NETWORKS INC (ANET) - 0.78% |
| #25 | MAPLEBEAR INC (CART) - 0.45% | AMPHENOL CORP CLASS A (APH) - 0.74% |
| Total Holdings | 264 | 100 |
MDYV vs QGRW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MDYV
+4.87%
QGRW
+2.43%
3M
MDYV
+11.42%
Winner
QGRW
+19.22%
6M
MDYV
+9.97%
Winner
QGRW
+15.13%
1Y
MDYV
+22.13%
Winner
QGRW
+32.21%
5Y(CAGR)
MDYV
+9.20%
QGRW
N/A
10Y(CAGR)
MDYV
+11.14%
QGRW
N/A
Max(CAGR)
MDYV
+10.79%
Winner
QGRW
+33.29%
MDYV vs QGRW - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | MDYV | QGRW |
|---|---|---|
| 2026 | +9.66% | +12.80% |
| 2025 | +7.89% | +19.30% |
| 2024 | +11.46% | +37.48% |
| 2023 | +15.49% | +57.20% |
| 2022 | -7.79% | -3.30% |
| 2021 | +32.87% | N/A |
| 2020 | +3.95% | N/A |
| 2019 | +25.64% | N/A |
| 2018 | -12.33% | N/A |
| 2017 | +14.01% | N/A |
| 2016 | +30.34% | N/A |
| 2015 | -2.82% | N/A |
| 2014 | +18.27% | N/A |
| 2013 | +33.49% | N/A |
| 2012 | +19.20% | N/A |
| 2011 | -1.99% | N/A |
| 2010 | +23.61% | N/A |
| 2009 | +35.73% | N/A |
| 2008 | -32.52% | N/A |
| 2007 | +0.75% | N/A |
| 2006 | +18.67% | N/A |
| 2005 | +2.63% | N/A |
MDYV vs QGRW Drawdown Comparison
The maximum drawdown for MDYV was -58.80%, occurring on Mar 6, 2009. Recovery took 897 trading sessions.
The maximum drawdown for QGRW was -24.40%, occurring on Apr 8, 2025. Recovery took 130 trading sessions.
The current MDYV drawdown is -0.96%. The current QGRW drawdown is -3.45%.
| Rank | MDYV | QGRW |
|---|---|---|
| #1 | -58.80% Jun 4, 2007 - Dec 22, 2010 | -24.40% Dec 16, 2024 - Jun 26, 2025 |
| #2 | -45.87% Jan 16, 2020 - Dec 4, 2020 | -15.44% Oct 29, 2025 - Apr 17, 2026 |
| #3 | -24.87% Apr 28, 2011 - Mar 14, 2012 | -14.54% Jul 10, 2024 - Oct 29, 2024 |
| #4 | -22.81% Aug 29, 2018 - Nov 5, 2019 | -11.75% Jul 18, 2023 - Nov 16, 2023 |
| #5 | -22.59% Nov 25, 2024 - Dec 10, 2025 | -7.80% Jun 1, 2026 - Jun 10, 2026 |
| #6 | -19.02% Jan 4, 2022 - Jan 27, 2023 | -7.63% Apr 11, 2024 - May 15, 2024 |
| #7 | -18.70% Feb 2, 2023 - Dec 19, 2023 | -7.28% Feb 2, 2023 - Mar 21, 2023 |
| #8 | -18.47% Jun 23, 2015 - Apr 19, 2016 | -5.52% Dec 15, 2022 - Jan 11, 2023 |
| #9 | -12.24% Mar 19, 2012 - Sep 6, 2012 | -3.97% Dec 28, 2023 - Jan 18, 2024 |
| #10 | -10.53% Feb 6, 2026 - Jun 2, 2026 | -3.65% Oct 8, 2025 - Oct 24, 2025 |
| #11 | -9.94% Sep 2, 2014 - Nov 21, 2014 | -3.57% Oct 29, 2024 - Nov 6, 2024 |
| #12 | -9.35% Jan 23, 2018 - Jun 6, 2018 | -3.27% May 14, 2026 - May 26, 2026 |
| #13 | -9.07% May 7, 2021 - Oct 25, 2021 | -3.10% Feb 9, 2024 - Feb 22, 2024 |
| #14 | -9.01% May 9, 2006 - Oct 13, 2006 | -3.06% Nov 11, 2024 - Dec 2, 2024 |
| #15 | -8.70% Nov 15, 2021 - Jan 4, 2022 | -2.94% Apr 18, 2023 - Apr 27, 2023 |
Correlation
Correlation between MDYV and QGRW is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2005 - 2026)
MDYV vs QGRW dividend yield comparison.
| Year | MDYV | QGRW |
|---|---|---|
| 2026 | 0.41% | 0.00% |
| 2025 | 1.72% | 0.09% |
| 2024 | 1.89% | 0.14% |
| 2023 | 1.59% | 0.11% |
| 2022 | 1.90% | 0.00% |
| 2021 | 1.74% | 0.00% |
| 2020 | 1.69% | 0.00% |
| 2019 | 1.83% | 0.00% |
| 2018 | 2.81% | 0.00% |
| 2017 | 4.96% | 0.00% |
| 2016 | 3.66% | 0.00% |
| 2015 | 8.63% | 0.00% |
| 2014 | 8.09% | 0.00% |
| 2013 | 2.81% | 0.00% |
| 2012 | 4.16% | 0.00% |
| 2011 | 3.48% | 0.00% |
| 2010 | 4.47% | 0.00% |
| 2009 | 4.75% | 0.00% |
| 2008 | 8.60% | 0.00% |
| 2007 | 4.27% | 0.00% |
| 2006 | 7.11% | 0.00% |
| 2005 | 0.62% | 0.00% |
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