StockComparison Logo
vs

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
$28M
Winner
SPY
$735B
Expense Ratio
MEDI
0.80%
Winner
SPY
0.09%
Max Drawdown
Winner
MEDI
19.68%
SPY
56.47%
Sharpe Ratio
MEDI
0.79
Winner
SPY
1.62
5Y Beta
Winner
MEDI
0.68
SPY
1.00
P/E Ratio
Winner
MEDI
-233.41
SPY
28.99
Forward P/E
Winner
MEDI
21.25
SPY
22.37
5Y Dividends CAGR
MEDI
N/A
SPY
5.43%
5Y EPS CAGR
MEDI
14.28%
Winner
SPY
26.05%
Debt to Equity
MEDI
73.88%
Winner
SPY
32.40%
P/S Ratio
MEDI
4.04
Winner
SPY
3.74
P/B Ratio
MEDI
9.89
Winner
SPY
5.61

MEDI vs SPY - Holdings Comparison

MEDI and SPY have 14 common holdings. Overlap is 3.81%

MEDI's top 25 holdings weight is 91.55%. SPY's top 25 holdings weight is 52.37%.

RankMEDISPY
#1
ELI LILLY AND CO (LLY) - 20.90%
NVIDIA CORP (NVDA) - 8.10%
#2
ASCENDIS PHARMA AS (ASND) - 15.41%
APPLE INC (AAPL) - 7.02%
#3
LEGEND BIOTECH CORP ADR (LEGN) - 5.84%
MICROSOFT CORP (MSFT) - 4.79%
#4
VAXCYTE INC ORDINARY SHARES (PCVX) - 4.43%
AMAZON.COM INC (AMZN) - 4.02%
#5
INTUITIVE SURGICAL INC (ISRG) - 4.39%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
RHYTHM PHARMACEUTICALS INC (RYTM) - 4.22%
BROADCOM INC (AVGO) - 3.10%
#7
ABBVIE INC (ABBV) - 4.11%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
INSMED INC (INSM) - 3.73%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
ABIVAX SA ADR (ABVX) - 3.66%
TESLA INC (TSLA) - 1.89%
#10
REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 2.39%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
DANAHER CORP (DHR) - 2.33%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
NATERA INC (NTRA) - 2.32%
ELI LILLY AND CO (LLY) - 1.31%
#13
MERCK & CO INC (MRK) - 2.04%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
IDEXX LABORATORIES INC (IDXX) - 1.81%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
UNITEDHEALTH GROUP INC (UNH) - 1.71%
EXXON MOBIL CORP (XOM) - 0.97%
#16
CENCORA INC (COR) - 1.62%
INTEL CORP (INTC) - 0.90%
#17
BOSTON SCIENTIFIC CORP (BSX) - 1.53%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
US DOLLAR (n/a) - 1.50%
VISA INC CLASS A (V) - 0.85%
#19
NOVO NORDISK AS ADR (NVO) - 1.24%
WALMART INC (WMT) - 0.81%
#20
VERTEX PHARMACEUTICALS INC (VRTX) - 1.13%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
NEWAMSTERDAM PHARMA CO NV (NAMS) - 1.12%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
ALNYLAM PHARMACEUTICALS INC (ALNY) - 1.04%
CATERPILLAR INC (CAT) - 0.66%
#23
GUARDANT HEALTH INC (GH) - 1.03%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
INSULET CORP (PODD) - 1.03%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
ADAPTIVE BIOTECHNOLOGIES CORP (ADPT) - 1.02%
ABBVIE INC (ABBV) - 0.58%
Total Holdings40505

MEDI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MEDI
-0.02%
Winner
SPY
+1.90%
3M
MEDI
-0.49%
Winner
SPY
+8.55%
6M
MEDI
-3.41%
Winner
SPY
+8.18%
1Y
MEDI
+18.43%
Winner
SPY
+25.79%
5Y(CAGR)
MEDI
N/A
SPY
+13.32%
10Y(CAGR)
MEDI
N/A
SPY
+15.19%
Max(CAGR)
Winner
MEDI
+14.03%
SPY
+8.47%

MEDI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMEDISPY
2026-2.44%+8.26%
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 -6.75%. The current SPY drawdown is -2.90%.

RankMEDISPY
#1-19.24%
Sep 19, 2024 - Sep 5, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-15.34%
Nov 25, 2025 - Mar 27, 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
#6-5.58%
Jul 25, 2024 - Aug 21, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.66%
Sep 3, 2024 - Sep 16, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.53%
May 5, 2023 - Jun 5, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.51%
Sep 18, 2025 - Oct 1, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.43%
Jul 28, 2023 - Sep 15, 2023		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.25%
Jan 8, 2024 - Feb 5, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.12%
Jun 30, 2023 - Jul 21, 2023		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.68%
Apr 17, 2023 - May 1, 2023		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.90%
Oct 27, 2025 - Nov 11, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.85%
Oct 9, 2025 - Oct 27, 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%0.24%
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%

Select Stocks to Compare

Popular: MEDI vs SPY

More Comparisons

Compare with similar stocks