MEDX vs RW
Comparison between HORIZON KINETICS MEDICAL ETF (MEDX, ETF) and RAINWATER EQUITY ETF (RW, ETF).
MEDX vs RW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MEDX
$17M
Winner
RW
$17M
Expense Ratio
Winner
MEDX
0.85%
RW
0.95%
Max Drawdown
MEDX
24.64%
Winner
RW
17.13%
Sharpe Ratio
Winner
MEDX
1.39
RW
-0.08
5Y Beta
Winner
MEDX
0.48
RW
0.98
P/E Ratio
MEDX
237.36
Winner
RW
37.75
Forward P/E
Winner
MEDX
21.58
RW
27.34
PEG Ratio
MEDX
N/A
RW
0.83
5Y EPS CAGR
MEDX
6.55%
Winner
RW
19.22%
Debt to Equity
Winner
MEDX
105.18%
RW
605.76%
P/S Ratio
Winner
MEDX
5.57
RW
6.23
P/B Ratio
Winner
MEDX
6.03
RW
6.88
MEDX vs RW - Holdings Comparison
MEDX and RW have 1 common holdings. Overlap is -0.48%
MEDX's top 25 holdings weight is 98.84%. RW's top 25 holdings weight is 88.76%.
| Rank | MEDX | RW |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 18.98% | LOAR HOLDINGS INC (LOAR) - 7.29% |
| #2 | ABBVIE INC (ABBV) - 9.17% | HEICO CORP (HEI) - 6.78% |
| #3 | US BANK MMDA USBGFS 7 (n/a) - 8.32% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 5.99% |
| #4 | NOVARTIS AG ADR (NVS) - 6.84% | DIPLOMA PLC (n/a) - 5.96% |
| #5 | JOHNSON & JOHNSON (JNJ) - 6.01% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 4.99% |
| #6 | ALKERMES PLC (ALKS) - 5.25% | GE AEROSPACE (GE) - 4.56% |
| #7 | AMGEN INC (AMGN) - 4.62% | CONSTELLATION SOFTWARE INC (CNSWF) - 4.51% |
| #8 | BRISTOL-MYERS SQUIBB CO (BMY) - 4.60% | APPLE INC (AAPL) - 4.21% |
| #9 | ASTRAZENECA PLC (AZN:XLON) - 4.23% | AMETEK INC (AME) - 3.52% |
| #10 | MERCK & CO INC (MRK) - 4.19% | ALPHABET INC CLASS A (GOOGL) - 3.40% |
| #11 | IONIS PHARMACEUTICALS INC (IONS) - 3.43% | INVESCO S&P 500® EQUAL WEIGHT ETF (RSP) - 2.99% |
| #12 | PFIZER INC (PFE) - 3.25% | MASTERCARD INC CLASS A (MA) - 2.99% |
| #13 | BIOGEN INC (BIIB) - 3.06% | AMPHENOL CORP CLASS A (APH) - 2.89% |
| #14 | REGENERON PHARMACEUTICALS INC (REGN) - 2.69% | ADDTECH AB CLASS B (n/a) - 2.80% |
| #15 | GSK PLC ADR (GSK) - 2.66% | CSX CORP (CSX) - 2.75% |
| #16 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 2.61% | TRANSDIGM GROUP INC (TDG) - 2.73% |
| #17 | CRISPR THERAPEUTICS AG (CRSP) - 2.58% | NVIDIA CORP (NVDA) - 2.60% |
| #18 | BEAM THERAPEUTICS INC (BEAM) - 1.18% | METTLER-TOLEDO INTERNATIONAL INC (MTD) - 2.59% |
| #19 | REPLIMUNE GROUP INC (REPL) - 1.03% | API GROUP CORP (APG) - 2.53% |
| #20 | GALECTIN THERAPEUTICS INC (GALT) - 0.87% | QUEST DIAGNOSTICS INC (DGX) - 2.42% |
| #21 | SANDOZ GROUP AG ADR (SDZNY) - 0.80% | PERIMETER SOLUTIONS INC (PRM) - 2.33% |
| #22 | INTELLIA THERAPEUTICS INC (NTLA) - 0.77% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.30% |
| #23 | VANDA PHARMACEUTICALS INC (VNDA) - 0.65% | TEL AVIV STOCK EXCHANGE LTD ORDINARY SHARES (n/a) - 1.89% |
| #24 | HALEON PLC ADR (HLN) - 0.63% | CISCO SYSTEMS INC (CSCO) - 1.87% |
| #25 | EDITAS MEDICINE INC (EDIT) - 0.42% | STARBUCKS CORP (SBUX) - 1.87% |
| Total Holdings | 35 | 35 |
MEDX vs RW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MEDX
+4.81%
RW
+1.15%
3M
Winner
MEDX
+10.92%
RW
+2.40%
6M
Winner
MEDX
+6.77%
RW
+2.40%
1Y
Winner
MEDX
+31.68%
RW
+0.84%
Max(CAGR)
Winner
MEDX
+7.42%
RW
+2.38%
MEDX vs RW - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | MEDX | RW |
|---|---|---|
| 2026 | +12.36% | +2.74% |
| 2025 | +27.78% | -0.05% |
| 2024 | -6.65% | N/A |
| 2023 | -6.24% | N/A |
MEDX vs RW Drawdown Comparison
The maximum drawdown for MEDX was -23.10%, occurring on Apr 10, 2025. Recovery took 271 trading sessions.
The maximum drawdown for RW was -17.04%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The current MEDX drawdown is -1.49%. The current RW drawdown is -3.31%.
| Rank | MEDX | RW |
|---|---|---|
| #1 | -23.10% Aug 30, 2024 - Oct 1, 2025 | -17.04% Jul 25, 2025 - Mar 30, 2026 |
| #2 | -15.48% May 10, 2023 - Feb 28, 2024 | -1.27% Jun 30, 2025 - Jul 14, 2025 |
| #3 | -10.54% Feb 24, 2026 - Jun 25, 2026 | -1.23% Jul 21, 2025 - Jul 25, 2025 |
| #4 | -10.25% Feb 28, 2024 - Jul 11, 2024 | -0.95% Jul 14, 2025 - Jul 17, 2025 |
| #5 | -9.31% Feb 13, 2023 - May 5, 2023 | -0.47% Jun 24, 2025 - Jun 27, 2025 |
| #6 | -8.13% Jul 7, 2026 - Aug 19, 2026 | N/A |
| #7 | -5.24% Jul 16, 2024 - Aug 19, 2024 | N/A |
| #8 | -3.98% Jan 7, 2026 - Feb 4, 2026 | N/A |
| #9 | -3.88% Nov 26, 2025 - Jan 7, 2026 | N/A |
| #10 | -3.27% Oct 20, 2025 - Nov 11, 2025 | N/A |
| #11 | -2.22% Aug 19, 2026 - Aug 20, 2026 | N/A |
| #12 | -2.11% Feb 4, 2026 - Feb 6, 2026 | N/A |
| #13 | -1.83% Jun 29, 2026 - Jul 2, 2026 | N/A |
| #14 | -1.62% Oct 9, 2025 - Oct 20, 2025 | N/A |
| #15 | -1.61% Nov 18, 2025 - Nov 24, 2025 | N/A |
Correlation
Correlation between MEDX and RW is -0.29 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.29
-101
Dividend Comparison (2023 - 2025)
MEDX vs RW dividend yield comparison.
| Year | MEDX | RW |
|---|---|---|
| 2025 | 1.23% | 0.10% |
| 2024 | 1.92% | 0.00% |
| 2023 | 4.94% | 0.00% |
Select Stocks to Compare
Popular: MEDX vs SPYRW vs SPY
More Comparisons
Compare with similar stocks