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MEDI vs SPY

Comparison between HARBOR HEALTH CARE ETF (MEDI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

MEDI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MEDI
$43M
Winner
SPY
$781B
Expense Ratio
MEDI
0.80%
Winner
SPY
0.09%
Max Drawdown
Winner
MEDI
19.68%
SPY
56.47%
Sharpe Ratio
MEDI
0.96
Winner
SPY
1.22
5Y Beta
Winner
MEDI
0.66
SPY
1.00
P/E Ratio
MEDI
124.23
Winner
SPY
28.78
Forward P/E
MEDI
23.42
Winner
SPY
21.25
5Y Dividends CAGR
MEDI
N/A
SPY
6.00%
5Y EPS CAGR
MEDI
21.11%
Winner
SPY
25.62%
Debt to Equity
MEDI
65.26%
Winner
SPY
31.92%
P/S Ratio
Winner
MEDI
3.02
SPY
3.76
P/B Ratio
MEDI
10.83
Winner
SPY
5.64

MEDI vs SPY - Holdings Comparison

MEDI and SPY have 15 common holdings. Overlap is 4.42%

MEDI's top 25 holdings weight is 89.85%. SPY's top 25 holdings weight is 51.74%.

RankMEDISPY
#1
ELI LILLY AND CO (LLY) - 20.71%
NVIDIA CORP (NVDA) - 7.89%
#2
ASCENDIS PHARMA AS (ASND) - 13.92%
APPLE INC (AAPL) - 7.37%
#3
GILEAD SCIENCES INC (GILD) - 4.95%
MICROSOFT CORP (MSFT) - 4.50%
#4
RHYTHM PHARMACEUTICALS INC (RYTM) - 4.29%
AMAZON.COM INC (AMZN) - 3.82%
#5
LEGEND BIOTECH CORP ADR (LEGN) - 4.05%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
INTUITIVE SURGICAL INC (ISRG) - 3.17%
BROADCOM INC (AVGO) - 2.86%
#7
ABBVIE INC (ABBV) - 3.16%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
INSMED INC (INSM) - 2.98%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
BOSTON SCIENTIFIC CORP (BSX) - 2.60%
TESLA INC (TSLA) - 1.70%
#10
NATERA INC (NTRA) - 2.44%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 2.39%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
ABIVAX SA ADR (ABVX) - 2.28%
ELI LILLY AND CO (LLY) - 1.40%
#13
MERCK & CO INC (MRK) - 2.26%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
CENCORA INC (COR) - 2.24%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
VAXCYTE INC ORDINARY SHARES (PCVX) - 2.14%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
DANAHER CORP (DHR) - 2.04%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
UNITEDHEALTH GROUP INC (UNH) - 1.97%
VISA INC CLASS A (V) - 0.90%
#18
ARGENX SE ADR (ARGX) - 1.82%
WALMART INC (WMT) - 0.76%
#19
VERTEX PHARMACEUTICALS INC (VRTX) - 1.74%
INTEL CORP (INTC) - 0.75%
#20
INSULET CORP (PODD) - 1.64%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
IDEXX LABORATORIES INC (IDXX) - 1.59%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
GUARDANT HEALTH INC (GH) - 1.44%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
US DOLLAR (n/a) - 1.40%
ABBVIE INC (ABBV) - 0.66%
#24
PTC THERAPEUTICS INC (PTCT) - 1.36%
CATERPILLAR INC (CAT) - 0.65%
#25
MCKESSON CORP (MCK) - 1.27%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings40505

MEDI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MEDI
+4.73%
SPY
+0.63%
3M
Winner
MEDI
+10.81%
SPY
+4.46%
6M
MEDI
+1.86%
Winner
SPY
+7.67%
1Y
Winner
MEDI
+20.15%
SPY
+17.68%
5Y(CAGR)
MEDI
N/A
SPY
+12.42%
10Y(CAGR)
MEDI
N/A
SPY
+14.84%
Max(CAGR)
Winner
MEDI
+15.92%
SPY
+8.44%

MEDI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMEDISPY
2026+5.45%+8.63%
2025+26.03%+18.00%
2024-0.11%+25.59%
2023+25.61%+26.72%
2022+2.60%-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

MEDI vs SPY Drawdown Comparison

The maximum drawdown for MEDI was -19.24%, occurring on Apr 8, 2025. Recovery took 240 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current MEDI drawdown is -5.18%. The current SPY drawdown is -2.57%.

RankMEDISPY
#1-19.24%
Sep 19, 2024 - Sep 5, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-15.34%
Nov 25, 2025 - Jun 26, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-9.16%
Feb 27, 2024 - Jul 25, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-7.45%
Sep 15, 2023 - Nov 30, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-6.70%
Dec 2, 2022 - Apr 13, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-6.05%
Jul 7, 2026 - Jul 22, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.58%
Jul 25, 2024 - Aug 21, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.66%
Sep 3, 2024 - Sep 16, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.53%
May 5, 2023 - Jun 5, 2023		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.51%
Sep 18, 2025 - Oct 1, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.43%
Jul 28, 2023 - Sep 15, 2023		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.25%
Jan 8, 2024 - Feb 5, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.12%
Jun 30, 2023 - Jul 21, 2023		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.68%
Apr 17, 2023 - May 1, 2023		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.90%
Oct 27, 2025 - Nov 11, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MEDI and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

MEDI vs SPY dividend yield comparison.

YearMEDISPY
20260.00%0.50%
20250.28%1.07%
20240.54%1.21%
20231.86%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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