MDYV vs TSPA
Comparison between SPDR(R) S & P 400 MID CAP VALUE ETF (MDYV, ETF) and T. ROWE PRICE U.S. EQUITY RESEARCH ETF (TSPA, ETF).
5-Year PerformanceTSPA has outperformed MDYV, delivering a return of +14.4% compared to +7.3%
MDYV vs TSPA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MDYV
$2.60B
TSPA
$2.60B
Expense Ratio
Winner
MDYV
0.15%
TSPA
0.34%
Max Drawdown
MDYV
62.59%
Winner
TSPA
24.72%
Sharpe Ratio
MDYV
1.08
Winner
TSPA
1.98
5Y Beta
Winner
MDYV
0.90
TSPA
0.97
P/E Ratio
Winner
MDYV
21.21
TSPA
29.92
Forward P/E
Winner
MDYV
13.97
TSPA
22.42
PEG Ratio
Winner
MDYV
0.23
TSPA
0.59
5Y Dividends CAGR
MDYV
8.23%
TSPA
N/A
5Y EPS CAGR
MDYV
8.23%
Winner
TSPA
28.25%
Debt to Equity
Winner
MDYV
21.32%
TSPA
44.08%
P/S Ratio
Winner
MDYV
1.06
TSPA
3.67
P/B Ratio
Winner
MDYV
1.96
TSPA
5.50
MDYV vs TSPA - Holdings Comparison
MDYV and TSPA have 15 common holdings. Overlap is 1.18%
MDYV's top 25 holdings weight is 21.69%. TSPA's top 25 holdings weight is 48.99%.
| Rank | MDYV | TSPA |
|---|---|---|
| #1 | US FOODS HOLDING CORP (USFD) - 1.21% | NVIDIA CORP (NVDA) - 7.73% |
| #2 | RELIANCE INC (RS) - 1.16% | APPLE INC (AAPL) - 6.96% |
| #3 | TD SYNNEX CORP (SNX) - 1.05% | MICROSOFT CORP (MSFT) - 4.96% |
| #4 | OVINTIV INC (OVV) - 1.04% | AMAZON.COM INC (AMZN) - 3.77% |
| #5 | WESCO INTERNATIONAL INC (WCC) - 1.02% | ALPHABET INC CLASS C (GOOG) - 3.17% |
| #6 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.99% | BROADCOM INC (AVGO) - 2.80% |
| #7 | ALCOA CORP (AA) - 0.97% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #8 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.96% | ALPHABET INC CLASS A (GOOGL) - 2.36% |
| #9 | JONES LANG LASALLE INC (JLL) - 0.90% | TESLA INC (TSLA) - 1.77% |
| #10 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.89% | ELI LILLY AND CO (LLY) - 1.38% |
| #11 | REGAL REXNORD CORP (RRX) - 0.88% | JPMORGAN CHASE & CO (JPM) - 1.35% |
| #12 | WATSCO INC ORDINARY SHARES (WSO) - 0.88% | EXXON MOBIL CORP (XOM) - 1.12% |
| #13 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.84% | VISA INC CLASS A (V) - 1.05% |
| #14 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.82% | T-MOBILE US INC (TMUS) - 1.03% |
| #15 | ENTEGRIS INC (ENTG) - 0.81% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.01% |
| #16 | FIDELITY NATIONAL FINANCIAL INC (FNF) - 0.78% | WALMART INC (WMT) - 0.99% |
| #17 | TOLL BROTHERS INC (TOL) - 0.78% | NETFLIX INC (NFLX) - 0.98% |
| #18 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 0.74% | JOHNSON & JOHNSON (JNJ) - 0.95% |
| #19 | UNUM GROUP (UNM) - 0.73% | CHEVRON CORP (CVX) - 0.82% |
| #20 | FIRST HORIZON CORP (FHN) - 0.72% | MASTERCARD INC CLASS A (MA) - 0.80% |
| #21 | ALLY FINANCIAL INC (ALLY) - 0.72% | ABBOTT LABORATORIES (ABT) - 0.32% |
| #22 | ARAMARK (ARMK) - 0.71% | AMPHENOL CORP CLASS A (APH) - 0.32% |
| #23 | BORGWARNER INC (BWA) - 0.71% | CSX CORP (CSX) - 0.32% |
| #24 | HF SINCLAIR CORP (DINO) - 0.69% | NORTHROP GRUMMAN CORP (NOC) - 0.32% |
| #25 | WEBSTER FINANCIAL CORP (WBS) - 0.69% | ALLSTATE CORP (ALL) - 0.31% |
| Total Holdings | 303 | 272 |
MDYV vs TSPA - Historical Returns
Returns include dividend reinvestment.
1M
MDYV
+2.16%
Winner
TSPA
+9.08%
3M
MDYV
-1.31%
Winner
TSPA
+7.63%
6M
Winner
MDYV
+9.88%
TSPA
+9.65%
1Y
MDYV
+17.24%
Winner
TSPA
+28.54%
5Y(CAGR)
MDYV
+7.34%
Winner
TSPA
+14.38%
10Y(CAGR)
MDYV
+10.62%
TSPA
N/A
Max(CAGR)
MDYV
+8.90%
Winner
TSPA
+14.38%
MDYV vs TSPA - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | MDYV | TSPA |
|---|---|---|
| 2026 | +6.05% | +9.21% |
| 2025 | +7.89% | +16.49% |
| 2024 | +11.46% | +27.28% |
| 2023 | +15.49% | +30.41% |
| 2022 | -7.79% | -19.11% |
| 2021 | +32.87% | +13.72% |
| 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 TSPA Drawdown Comparison
The maximum drawdown for MDYV was -60.74%, occurring on Mar 6, 2009. Recovery took 968 trading sessions.
The maximum drawdown for TSPA was -24.72%, occurring on Oct 12, 2022. Recovery took 478 trading sessions.
The current MDYV drawdown is -1.88%.
| Rank | MDYV | TSPA |
|---|---|---|
| #1 | -60.74% Jun 4, 2007 - Apr 5, 2011 | -24.72% Dec 29, 2021 - Nov 22, 2023 |
| #2 | -45.87% Jan 16, 2020 - Dec 4, 2020 | -19.04% Feb 19, 2025 - Jun 27, 2025 |
| #3 | -25.52% Apr 28, 2011 - Mar 15, 2012 | -9.24% Jan 29, 2026 - Apr 14, 2026 |
| #4 | -22.81% Aug 29, 2018 - Nov 5, 2019 | -8.90% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -22.59% Nov 25, 2024 - Dec 10, 2025 | -5.49% Mar 28, 2024 - May 14, 2024 |
| #6 | -21.23% Jun 23, 2015 - Jun 8, 2016 | -5.40% Oct 29, 2025 - Dec 11, 2025 |
| #7 | -19.02% Jan 4, 2022 - Jan 27, 2023 | -4.78% Aug 30, 2021 - Oct 19, 2021 |
| #8 | -18.70% Feb 2, 2023 - Dec 19, 2023 | -4.16% Nov 16, 2021 - Dec 23, 2021 |
| #9 | -12.24% Mar 19, 2012 - Sep 7, 2012 | -3.91% Dec 6, 2024 - Jan 22, 2025 |
| #10 | -10.53% Feb 6, 2026 - Mar 20, 2026 | -2.97% Oct 8, 2025 - Oct 24, 2025 |
| #11 | -10.31% Sep 2, 2014 - Nov 24, 2014 | -2.82% Jul 12, 2021 - Jul 23, 2021 |
| #12 | -9.35% Jan 23, 2018 - Jun 7, 2018 | -2.77% Dec 11, 2025 - Dec 23, 2025 |
| #13 | -9.07% May 7, 2021 - Oct 25, 2021 | -2.64% Oct 14, 2024 - Nov 6, 2024 |
| #14 | -9.01% May 9, 2006 - Oct 13, 2006 | -2.59% Jan 12, 2026 - Jan 27, 2026 |
| #15 | -8.70% Nov 15, 2021 - Jan 4, 2022 | -2.36% Nov 11, 2024 - Nov 26, 2024 |
Correlation
Correlation between MDYV and TSPA is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2005 - 2026)
MDYV vs TSPA dividend yield comparison.
| Year | MDYV | TSPA |
|---|---|---|
| 2026 | 0.42% | 0.00% |
| 2025 | 1.72% | 0.62% |
| 2024 | 1.89% | 0.50% |
| 2023 | 1.59% | 0.41% |
| 2022 | 1.90% | 1.16% |
| 2021 | 1.74% | 0.43% |
| 2020 | 1.69% | 0.00% |
| 2019 | 1.83% | 0.00% |
| 2018 | 2.28% | 0.00% |
| 2017 | 2.48% | 0.00% |
| 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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