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