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MDYV vs SLQD

Comparison between SPDR(R) S & P 400 MID CAP VALUE ETF (MDYV, ETF) and ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (SLQD, ETF).

5-Year PerformanceMDYV has outperformed SLQD, delivering a return of +7.2% compared to +2.5%

MDYV vs SLQD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MDYV
$2.40B
SLQD
$2.40B
Expense Ratio
MDYV
0.15%
Winner
SLQD
0.06%
Max Drawdown
MDYV
62.59%
Winner
SLQD
12.69%
Sharpe Ratio
Winner
MDYV
1.22
SLQD
0.73
5Y Beta
MDYV
0.90
Winner
SLQD
0.03
P/E Ratio
MDYV
21.54
SLQD
N/A
Forward P/E
MDYV
13.78
SLQD
N/A
PEG Ratio
MDYV
0.22
SLQD
N/A
5Y Dividends CAGR
MDYV
8.23%
Winner
SLQD
16.24%
5Y EPS CAGR
MDYV
9.79%
SLQD
N/A
Debt to Equity
MDYV
13.26%
SLQD
N/A
P/S Ratio
MDYV
1.00
SLQD
N/A
P/B Ratio
MDYV
2.04
SLQD
N/A

MDYV vs SLQD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MDYV
+3.12%
SLQD
+0.30%
3M
MDYV
-0.52%
Winner
SLQD
+0.30%
6M
Winner
MDYV
+11.62%
SLQD
+1.63%
1Y
Winner
MDYV
+22.53%
SLQD
+5.00%
5Y(CAGR)
Winner
MDYV
+7.17%
SLQD
+2.53%
10Y(CAGR)
Winner
MDYV
+10.77%
SLQD
+2.66%
Max(CAGR)
Winner
MDYV
+8.95%
SLQD
+2.53%

MDYV vs SLQD - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearMDYVSLQD
2026+7.01%+0.83%
2025+7.89%+6.23%
2024+11.46%+5.15%
2023+15.49%+5.87%
2022-7.79%-4.27%
2021+32.87%-0.53%
2020+3.95%+4.70%
2019+25.64%+6.05%
2018-12.74%+1.15%
2017+11.16%+2.17%
2016+27.76%+1.81%
2015-6.72%+1.23%
2014+13.69%+1.65%
2013+31.45%+0.49%
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 SLQD Drawdown Comparison

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

The maximum drawdown for SLQD was -12.69%, occurring on Mar 19, 2020. Recovery took 53 trading sessions.

The current MDYV drawdown is -0.99%. The current SLQD drawdown is -0.04%.

RankMDYVSLQD
#1-60.74%
Jun 4, 2007 - Apr 5, 2011
-12.69%
Mar 4, 2020 - May 19, 2020
#2-45.87%
Jan 16, 2020 - Dec 4, 2020
-7.63%
Aug 2, 2021 - Dec 20, 2023
#3-25.52%
Apr 28, 2011 - Mar 15, 2012
-1.52%
Aug 24, 2016 - Apr 11, 2017
#4-22.81%
Aug 29, 2018 - Nov 5, 2019
-1.16%
Sep 8, 2017 - Aug 13, 2018
#5-22.59%
Nov 25, 2024 - Dec 10, 2025
-1.06%
Feb 27, 2026 - Mar 26, 2026
#6-21.23%
Jun 23, 2015 - Jun 8, 2016
-1.05%
Oct 27, 2015 - Mar 16, 2016
#7-19.02%
Jan 4, 2022 - Jan 27, 2023
-0.96%
Apr 15, 2015 - Oct 14, 2015
#8-18.70%
Feb 2, 2023 - Dec 19, 2023
-0.92%
Apr 3, 2025 - Apr 25, 2025
#9-12.24%
Mar 19, 2012 - Sep 7, 2012
-0.87%
Dec 31, 2020 - May 25, 2021
#10-10.53%
Feb 6, 2026 - Mar 20, 2026
-0.82%
Sep 27, 2024 - Dec 6, 2024
#11-10.31%
Sep 2, 2014 - Nov 24, 2014
-0.77%
Jan 30, 2015 - Mar 18, 2015
#12-9.35%
Jan 23, 2018 - Jun 7, 2018
-0.77%
Oct 15, 2014 - Jan 9, 2015
#13-9.07%
May 7, 2021 - Oct 25, 2021
-0.76%
Mar 27, 2024 - May 3, 2024
#14-9.01%
May 9, 2006 - Oct 13, 2006
-0.74%
Sep 4, 2019 - Oct 1, 2019
#15-8.70%
Nov 15, 2021 - Jan 4, 2022
-0.67%
Aug 19, 2014 - Oct 8, 2014

Correlation

Correlation between MDYV and SLQD 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 SLQD dividend yield comparison.

YearMDYVSLQD
20260.42%1.44%
20251.72%4.15%
20241.89%3.71%
20231.59%2.99%
20221.90%2.00%
20211.74%1.67%
20201.69%2.34%
20191.83%2.89%
20182.28%2.55%
20172.48%1.98%
20161.83%1.81%
20154.31%1.43%
20144.05%1.23%
20131.40%0.23%
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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