MEDX vs DUG
Comparison between HORIZON KINETICS MEDICAL ETF (MEDX, ETF) and ProShares UltraShort Energy (DUG, ETF).
MEDX vs DUG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MEDX
$18M
DUG
$18M
Expense Ratio
MEDX
0.85%
DUG
N/A
Max Drawdown
Winner
MEDX
24.64%
DUG
99.95%
Sharpe Ratio
Winner
MEDX
1.43
DUG
-1.76
5Y Beta
MEDX
0.52
Winner
DUG
-1.12
P/E Ratio
MEDX
149.38
DUG
N/A
Forward P/E
MEDX
17.84
DUG
N/A
5Y Dividends CAGR
MEDX
N/A
DUG
14.33%
5Y EPS CAGR
MEDX
5.73%
DUG
N/A
Debt to Equity
MEDX
115.14%
DUG
N/A
P/S Ratio
MEDX
5.25
DUG
N/A
P/B Ratio
MEDX
5.54
DUG
N/A
MEDX vs DUG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MEDX
+5.47%
DUG
+4.80%
3M
Winner
MEDX
+1.80%
DUG
-7.49%
6M
Winner
MEDX
+4.19%
DUG
-40.54%
1Y
Winner
MEDX
+32.32%
DUG
-53.72%
5Y(CAGR)
MEDX
N/A
DUG
-37.84%
10Y(CAGR)
MEDX
N/A
DUG
-31.90%
Max(CAGR)
Winner
MEDX
+5.44%
DUG
-29.95%
MEDX vs DUG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | MEDX | DUG |
|---|---|---|
| 2026 | +3.88% | -40.28% |
| 2025 | +27.78% | -16.81% |
| 2024 | -6.65% | -4.06% |
| 2023 | -6.24% | -9.37% |
| 2022 | N/A | -71.20% |
| 2021 | N/A | -68.10% |
| 2020 | N/A | -23.45% |
| 2019 | N/A | -19.87% |
| 2018 | N/A | +40.94% |
| 2017 | N/A | +1.45% |
| 2016 | N/A | -48.05% |
| 2015 | N/A | +35.94% |
| 2014 | N/A | +5.44% |
| 2013 | N/A | -38.52% |
| 2012 | N/A | -13.44% |
| 2011 | N/A | -30.52% |
| 2010 | N/A | -37.48% |
| 2009 | N/A | -43.88% |
| 2008 | N/A | -9.57% |
| 2007 | N/A | -46.32% |
MEDX vs DUG Drawdown Comparison
The maximum drawdown for MEDX was -23.10%, occurring on Apr 10, 2025. Recovery took 271 trading sessions.
The maximum drawdown for DUG was -99.92%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current MEDX drawdown is -2.74%. The current DUG drawdown is -99.91%.
| Rank | MEDX | DUG |
|---|---|---|
| #1 | -23.10% Aug 30, 2024 - Oct 1, 2025 | -99.92% Oct 10, 2008 - Mar 27, 2026 |
| #2 | -15.48% May 10, 2023 - Feb 28, 2024 | -64.70% Mar 5, 2007 - Oct 10, 2008 |
| #3 | -10.54% Feb 24, 2026 - Apr 29, 2026 | -4.78% Feb 12, 2007 - Feb 27, 2007 |
| #4 | -10.25% Feb 28, 2024 - Jul 11, 2024 | -1.66% Feb 7, 2007 - Feb 12, 2007 |
| #5 | -9.31% Feb 13, 2023 - May 5, 2023 | -1.61% Feb 27, 2007 - Mar 1, 2007 |
| #6 | -5.24% Jul 16, 2024 - Aug 19, 2024 | -1.32% Feb 2, 2007 - Feb 7, 2007 |
| #7 | -3.98% Jan 7, 2026 - Feb 4, 2026 | N/A |
| #8 | -3.88% Nov 26, 2025 - Jan 7, 2026 | N/A |
| #9 | -3.27% Oct 20, 2025 - Nov 11, 2025 | N/A |
| #10 | -2.11% Feb 4, 2026 - Feb 6, 2026 | N/A |
| #11 | -1.62% Oct 9, 2025 - Oct 20, 2025 | N/A |
| #12 | -1.61% Nov 18, 2025 - Nov 24, 2025 | N/A |
| #13 | -1.48% Jan 31, 2023 - Feb 13, 2023 | N/A |
| #14 | -1.43% Feb 6, 2026 - Feb 17, 2026 | N/A |
| #15 | -1.07% Feb 17, 2026 - Feb 23, 2026 | N/A |
Correlation
Correlation between MEDX and DUG is -0.77 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.77
-101
Dividend Comparison (2007 - 2026)
MEDX vs DUG dividend yield comparison.
| Year | MEDX | DUG |
|---|---|---|
| 2026 | 0.00% | 0.46% |
| 2025 | 1.23% | 3.21% |
| 2024 | 1.92% | 5.66% |
| 2023 | 4.94% | 4.16% |
| 2022 | 0.00% | 0.28% |
| 2020 | 0.00% | 0.10% |
| 2019 | 0.00% | 0.56% |
| 2018 | 0.00% | 0.29% |
| 2008 | 0.00% | 32.75% |
| 2007 | 0.00% | 2.53% |
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