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MEDX vs SPY

Comparison between HORIZON KINETICS MEDICAL ETF (MEDX, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

MEDX vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MEDX
$19M
Winner
SPY
$781B
Expense Ratio
MEDX
0.85%
Winner
SPY
0.09%
Max Drawdown
Winner
MEDX
24.64%
SPY
56.47%
Sharpe Ratio
Winner
MEDX
1.27
SPY
1.22
5Y Beta
Winner
MEDX
0.50
SPY
1.00
P/E Ratio
MEDX
383.71
Winner
SPY
28.78
Forward P/E
Winner
MEDX
20.50
SPY
21.25
5Y Dividends CAGR
MEDX
N/A
SPY
6.00%
5Y EPS CAGR
MEDX
5.90%
Winner
SPY
25.62%
Debt to Equity
MEDX
114.07%
Winner
SPY
31.92%
P/S Ratio
MEDX
5.61
Winner
SPY
3.76
P/B Ratio
MEDX
5.93
Winner
SPY
5.64

MEDX vs SPY - Holdings Comparison

MEDX and SPY have 12 common holdings. Overlap is 4.35%

MEDX's top 25 holdings weight is 98.34%. SPY's top 25 holdings weight is 51.74%.

RankMEDXSPY
#1
ELI LILLY AND CO (LLY) - 18.46%
NVIDIA CORP (NVDA) - 7.89%
#2
ABBVIE INC (ABBV) - 8.85%
APPLE INC (AAPL) - 7.37%
#3
US BANK MMDA USBGFS 7 (n/a) - 7.26%
MICROSOFT CORP (MSFT) - 4.50%
#4
NOVARTIS AG ADR (NVS) - 6.89%
AMAZON.COM INC (AMZN) - 3.82%
#5
JOHNSON & JOHNSON (JNJ) - 5.59%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
ALKERMES PLC (ALKS) - 5.53%
BROADCOM INC (AVGO) - 2.86%
#7
ASTRAZENECA PLC (AZN:XLON) - 4.98%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
IONIS PHARMACEUTICALS INC (IONS) - 4.53%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
BRISTOL-MYERS SQUIBB CO (BMY) - 4.42%
TESLA INC (TSLA) - 1.70%
#10
MERCK & CO INC (MRK) - 3.96%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
AMGEN INC (AMGN) - 3.91%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
ALNYLAM PHARMACEUTICALS INC (ALNY) - 3.42%
ELI LILLY AND CO (LLY) - 1.40%
#13
BIOGEN INC (BIIB) - 3.09%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
PFIZER INC (PFE) - 2.86%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
GSK PLC ADR (GSK) - 2.71%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
CRISPR THERAPEUTICS AG (CRSP) - 2.64%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
REGENERON PHARMACEUTICALS INC (REGN) - 2.06%
VISA INC CLASS A (V) - 0.90%
#18
BEAM THERAPEUTICS INC (BEAM) - 1.51%
WALMART INC (WMT) - 0.76%
#19
GALECTIN THERAPEUTICS INC (GALT) - 1.14%
INTEL CORP (INTC) - 0.75%
#20
INTELLIA THERAPEUTICS INC (NTLA) - 1.12%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
SANDOZ GROUP AG ADR (SDZNY) - 0.80%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
VANDA PHARMACEUTICALS INC (VNDA) - 0.73%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
REPLIMUNE GROUP INC (REPL) - 0.73%
ABBVIE INC (ABBV) - 0.66%
#24
HALEON PLC ADR (HLN) - 0.60%
CATERPILLAR INC (CAT) - 0.65%
#25
LANTERN PHARMA INC ORDINARY SHARES (LTRN) - 0.55%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings34505

MEDX vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MEDX
+1.51%
SPY
+0.63%
3M
Winner
MEDX
+7.86%
SPY
+4.46%
6M
MEDX
+4.73%
Winner
SPY
+7.67%
1Y
Winner
MEDX
+27.08%
SPY
+17.68%
5Y(CAGR)
MEDX
N/A
SPY
+12.42%
10Y(CAGR)
MEDX
N/A
SPY
+14.84%
Max(CAGR)
MEDX
+6.01%
Winner
SPY
+8.44%

MEDX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMEDXSPY
2026+6.57%+8.63%
2025+27.78%+18.00%
2024-6.65%+25.59%
2023-6.24%+26.72%
2022N/A-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%

MEDX vs SPY Drawdown Comparison

The maximum drawdown for MEDX was -23.10%, occurring on Apr 10, 2025. Recovery took 271 trading sessions.

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

The current MEDX drawdown is -6.16%. The current SPY drawdown is -2.57%.

RankMEDXSPY
#1-23.10%
Aug 30, 2024 - Oct 1, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-15.48%
May 10, 2023 - Feb 28, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-10.54%
Feb 24, 2026 - Jun 25, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-10.25%
Feb 28, 2024 - Jul 11, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-9.31%
Feb 13, 2023 - May 5, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.82%
Jul 7, 2026 - Jul 20, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.24%
Jul 16, 2024 - Aug 19, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.98%
Jan 7, 2026 - Feb 4, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.88%
Nov 26, 2025 - Jan 7, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.27%
Oct 20, 2025 - Nov 11, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.11%
Feb 4, 2026 - Feb 6, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.83%
Jun 29, 2026 - Jul 2, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.62%
Oct 9, 2025 - Oct 20, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.61%
Nov 18, 2025 - Nov 24, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.48%
Jan 31, 2023 - Feb 13, 2023		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MEDX and SPY is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71
-101

Dividend Comparison (1999 - 2026)

MEDX vs SPY dividend yield comparison.

YearMEDXSPY
20260.00%0.50%
20251.23%1.07%
20241.92%1.21%
20234.94%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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