MEDX vs SHRY
Comparison between HORIZON KINETICS MEDICAL ETF (MEDX, ETF) and FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF (SHRY, ETF).
MEDX vs SHRY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MEDX
$18M
SHRY
$18M
Expense Ratio
MEDX
0.85%
Winner
SHRY
0.60%
Max Drawdown
Winner
MEDX
24.64%
SHRY
36.67%
Sharpe Ratio
Winner
MEDX
1.43
SHRY
0.36
5Y Beta
Winner
MEDX
0.52
SHRY
0.60
P/E Ratio
MEDX
149.38
Winner
SHRY
14.57
Forward P/E
MEDX
17.84
Winner
SHRY
12.07
PEG Ratio
MEDX
N/A
SHRY
0.43
5Y Dividends CAGR
MEDX
N/A
SHRY
11.17%
5Y EPS CAGR
MEDX
5.73%
Winner
SHRY
13.72%
Debt to Equity
MEDX
115.14%
Winner
SHRY
75.23%
P/S Ratio
MEDX
5.25
Winner
SHRY
1.28
P/B Ratio
MEDX
5.54
Winner
SHRY
3.13
MEDX vs SHRY - Holdings Comparison
MEDX and SHRY have 3 common holdings. Overlap is 1.38%
MEDX's top 25 holdings weight is 98.21%. SHRY's top 25 holdings weight is 75.12%.
| Rank | MEDX | SHRY |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 17.17% | FOX CORP CLASS A (FOXA) - 5.43% |
| #2 | ABBVIE INC (ABBV) - 8.32% | QUALCOMM INC (QCOM) - 5.38% |
| #3 | US BANK MMDA USBGFS 7 (n/a) - 8.08% | METLIFE INC (MET) - 5.07% |
| #4 | NOVARTIS AG ADR (NVS) - 7.40% | PAYPAL HOLDINGS INC (PYPL) - 4.42% |
| #5 | JOHNSON & JOHNSON (JNJ) - 5.69% | COMCAST CORP CLASS A (CMCSA) - 4.19% |
| #6 | ASTRAZENECA PLC (AZN:XLON) - 5.46% | FISERV INC (FISV) - 4.19% |
| #7 | BRISTOL-MYERS SQUIBB CO (BMY) - 4.97% | D.R. HORTON INC (DHI) - 3.86% |
| #8 | IONIS PHARMACEUTICALS INC (IONS) - 4.68% | AMERIPRISE FINANCIAL INC (AMP) - 3.49% |
| #9 | ALKERMES PLC (ALKS) - 4.43% | ADOBE INC (ADBE) - 3.30% |
| #10 | AMGEN INC (AMGN) - 3.96% | ALTRIA GROUP INC (MO) - 2.86% |
| #11 | MERCK & CO INC (MRK) - 3.91% | THE KROGER CO (KR) - 2.86% |
| #12 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 3.67% | SLB LTD (SLB) - 2.85% |
| #13 | PFIZER INC (PFE) - 3.39% | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 2.79% |
| #14 | BIOGEN INC (BIIB) - 3.10% | AFLAC INC (AFL) - 2.69% |
| #15 | GSK PLC ADR (GSK) - 2.93% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.33% |
| #16 | CRISPR THERAPEUTICS AG (CRSP) - 2.65% | BOOKING HOLDINGS INC (BKNG) - 2.31% |
| #17 | REGENERON PHARMACEUTICALS INC (REGN) - 2.35% | ALLSTATE CORP (ALL) - 2.13% |
| #18 | BEAM THERAPEUTICS INC (BEAM) - 1.33% | HCA HEALTHCARE INC (HCA) - 2.10% |
| #19 | INTELLIA THERAPEUTICS INC (NTLA) - 0.94% | CONOCOPHILLIPS (COP) - 2.09% |
| #20 | SANDOZ GROUP AG ADR (SDZNY) - 0.83% | VALERO ENERGY CORP (VLO) - 2.06% |
| #21 | VANDA PHARMACEUTICALS INC (VNDA) - 0.81% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.92% |
| #22 | HALEON PLC ADR (HLN) - 0.67% | COLGATE-PALMOLIVE CO (CL) - 1.89% |
| #23 | GALECTIN THERAPEUTICS INC (GALT) - 0.61% | PHILLIPS 66 (PSX) - 1.69% |
| #24 | LANTERN PHARMA INC ORDINARY SHARES (LTRN) - 0.45% | CHENIERE ENERGY INC (LNG) - 1.64% |
| #25 | EDITAS MEDICINE INC (EDIT) - 0.41% | UNION PACIFIC CORP (UNP) - 1.58% |
| Total Holdings | 34 | 51 |
MEDX vs SHRY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MEDX
+5.47%
SHRY
-0.40%
3M
Winner
MEDX
+1.80%
SHRY
-2.34%
6M
MEDX
+4.19%
Winner
SHRY
+5.28%
1Y
Winner
MEDX
+32.32%
SHRY
+7.66%
5Y(CAGR)
MEDX
N/A
SHRY
+7.94%
10Y(CAGR)
MEDX
N/A
SHRY
+10.90%
Max(CAGR)
MEDX
+5.44%
Winner
SHRY
+10.90%
MEDX vs SHRY - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | MEDX | SHRY |
|---|---|---|
| 2026 | +3.88% | +4.04% |
| 2025 | +27.78% | +7.21% |
| 2024 | -6.65% | +17.84% |
| 2023 | -6.24% | +17.52% |
| 2022 | N/A | -14.18% |
| 2021 | N/A | +31.62% |
| 2020 | N/A | +11.50% |
| 2019 | N/A | +30.14% |
| 2018 | N/A | -9.35% |
| 2017 | N/A | +10.12% |
MEDX vs SHRY Drawdown Comparison
The maximum drawdown for MEDX was -23.10%, occurring on Apr 10, 2025. Recovery took 271 trading sessions.
The maximum drawdown for SHRY was -36.67%, occurring on Mar 23, 2020. Recovery took 190 trading sessions.
The current MEDX drawdown is -2.74%. The current SHRY drawdown is -3.39%.
| Rank | MEDX | SHRY |
|---|---|---|
| #1 | -23.10% Aug 30, 2024 - Oct 1, 2025 | -36.67% Feb 12, 2020 - Nov 11, 2020 |
| #2 | -15.48% May 10, 2023 - Feb 28, 2024 | -23.94% Jan 4, 2022 - Dec 26, 2023 |
| #3 | -10.54% Feb 24, 2026 - Apr 29, 2026 | -19.56% Sep 21, 2018 - Apr 24, 2019 |
| #4 | -10.25% Feb 28, 2024 - Jul 11, 2024 | -15.34% Nov 29, 2024 - Jun 30, 2025 |
| #5 | -9.31% Feb 13, 2023 - May 5, 2023 | -10.31% Jan 26, 2018 - Aug 28, 2018 |
| #6 | -5.24% Jul 16, 2024 - Aug 19, 2024 | -7.52% Apr 24, 2019 - Jul 1, 2019 |
| #7 | -3.98% Jan 7, 2026 - Feb 4, 2026 | -7.20% Oct 6, 2025 - Jan 14, 2026 |
| #8 | -3.88% Nov 26, 2025 - Jan 7, 2026 | -6.37% Jul 26, 2019 - Sep 12, 2019 |
| #9 | -3.27% Oct 20, 2025 - Nov 11, 2025 | -5.49% Mar 28, 2024 - May 15, 2024 |
| #10 | -2.11% Feb 4, 2026 - Feb 6, 2026 | -5.13% Mar 2, 2026 - Mar 18, 2026 |
| #11 | -1.62% Oct 9, 2025 - Oct 20, 2025 | -4.90% Sep 2, 2021 - Oct 21, 2021 |
| #12 | -1.61% Nov 18, 2025 - Nov 24, 2025 | -4.77% Sep 12, 2019 - Oct 28, 2019 |
| #13 | -1.48% Jan 31, 2023 - Feb 13, 2023 | -4.54% Nov 16, 2021 - Dec 23, 2021 |
| #14 | -1.43% Feb 6, 2026 - Feb 17, 2026 | -4.52% Jan 20, 2021 - Feb 8, 2021 |
| #15 | -1.07% Feb 17, 2026 - Feb 23, 2026 | -4.50% Jul 3, 2025 - Oct 2, 2025 |
Correlation
Correlation between MEDX and SHRY is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.58
-101
Dividend Comparison (2017 - 2026)
MEDX vs SHRY dividend yield comparison.
| Year | MEDX | SHRY |
|---|---|---|
| 2026 | 0.00% | 0.27% |
| 2025 | 1.23% | 1.73% |
| 2024 | 1.92% | 1.76% |
| 2023 | 4.94% | 1.49% |
| 2022 | 0.00% | 1.52% |
| 2021 | 0.00% | 0.98% |
| 2020 | 0.00% | 1.65% |
| 2019 | 0.00% | 1.54% |
| 2018 | 0.00% | 1.89% |
| 2017 | 0.00% | 0.55% |
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