SPYX vs MDYG
Comparison between STATE STREET(R) SPDR(R) S&P 500(R) FOSSIL FUEL RESERVES FREE ETF (SPYX, ETF) and STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP GROWTH ETF (MDYG, ETF).
5-Year PerformanceSPYX has outperformed MDYG, delivering a return of +13.0% compared to +8.5%
SPYX vs MDYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPYX
$2.80B
MDYG
$2.80B
Expense Ratio
SPYX
0.20%
Winner
MDYG
0.15%
Max Drawdown
Winner
SPYX
33.23%
MDYG
59.31%
Sharpe Ratio
Winner
SPYX
1.37
MDYG
1.24
5Y Beta
Winner
SPYX
0.99
MDYG
1.07
P/E Ratio
Winner
SPYX
25.77
MDYG
31.07
Forward P/E
SPYX
20.77
Winner
MDYG
20.38
PEG Ratio
SPYX
0.29
Winner
MDYG
0.08
5Y Dividends CAGR
SPYX
5.35%
Winner
MDYG
7.15%
5Y EPS CAGR
Winner
SPYX
29.70%
MDYG
19.41%
Debt to Equity
SPYX
59.38%
Winner
MDYG
46.13%
P/S Ratio
SPYX
3.76
Winner
MDYG
3.26
P/B Ratio
SPYX
5.67
Winner
MDYG
4.68
SPYX vs MDYG - Holdings Comparison
SPYX and MDYG have 1 common holdings. Overlap is 0.00%
SPYX's top 25 holdings weight is 51.00%. MDYG's top 25 holdings weight is 29.61%.
| Rank | SPYX | MDYG |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.25% | TWILIO INC CLASS A (TWLO) - 1.75% |
| #2 | APPLE INC (AAPL) - 7.10% | TECHNIPFMC PLC (FTI) - 1.57% |
| #3 | MICROSOFT CORP (MSFT) - 5.63% | CARPENTER TECHNOLOGY CORP (CRS) - 1.56% |
| #4 | AMAZON.COM INC (AMZN) - 4.15% | CURTISS-WRIGHT CORP (CW) - 1.51% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.30% | ATI INC (ATI) - 1.44% |
| #6 | BROADCOM INC (AVGO) - 3.08% | NVENT ELECTRIC PLC (NVT) - 1.40% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.64% | OKTA INC CLASS A (OKTA) - 1.38% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.01% | XPO INC (XPO) - 1.31% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.57% | WOODWARD INC (WWD) - 1.30% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.50% | UNITED THERAPEUTICS CORP (UTHR) - 1.23% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.48% | EVERPURE INC CLASS A (P) - 1.21% |
| #12 | ELI LILLY AND CO (LLY) - 1.44% | MASTEC INC (MTZ) - 1.20% |
| #13 | TESLA INC (TSLA) - 1.41% | RB GLOBAL INC (RBA) - 1.13% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.22% | STERLING INFRASTRUCTURE INC (STRL) - 1.12% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.96% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.05% |
| #16 | VISA INC CLASS A (V) - 0.95% | ROKU INC CLASS A (ROKU) - 1.02% |
| #17 | WALMART INC (WMT) - 0.76% | RBC BEARINGS INC (RBC) - 1.01% |
| #18 | INTEL CORP (INTC) - 0.74% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.99% |
| #19 | CISCO SYSTEMS INC (CSCO) - 0.74% | FABRINET (FN) - 0.95% |
| #20 | MASTERCARD INC CLASS A (MA) - 0.71% | ITT INC (ITT) - 0.94% |
| #21 | WESTERN DIGITAL CORP (WDC) - 0.28% | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.94% |
| #22 | UNION PACIFIC CORP (UNP) - 0.27% | MKS INC (MKSI) - 0.92% |
| #23 | TJX COMPANIES INC (TJX) - 0.27% | TENET HEALTHCARE CORP (THC) - 0.90% |
| #24 | CHARLES SCHWAB CORP (SCHW) - 0.27% | COEUR MINING INC (CDE) - 0.90% |
| #25 | THE WALT DISNEY CO (DIS) - 0.27% | BWX TECHNOLOGIES INC (BWXT) - 0.88% |
| Total Holdings | 452 | 246 |
SPYX vs MDYG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPYX
+3.56%
MDYG
+3.26%
3M
Winner
SPYX
+6.28%
MDYG
+5.03%
6M
Winner
SPYX
+12.72%
MDYG
+12.59%
1Y
SPYX
+23.24%
Winner
MDYG
+28.02%
5Y(CAGR)
Winner
SPYX
+12.99%
MDYG
+8.48%
10Y(CAGR)
Winner
SPYX
+15.44%
MDYG
+11.33%
Max(CAGR)
Winner
SPYX
+14.90%
MDYG
+10.51%
SPYX vs MDYG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPYX | MDYG |
|---|---|---|
| 2026 | +13.50% | +19.69% |
| 2025 | +18.23% | +7.11% |
| 2024 | +26.04% | +16.57% |
| 2023 | +27.44% | +18.29% |
| 2022 | -19.97% | -18.97% |
| 2021 | +30.12% | +20.18% |
| 2020 | +18.84% | +22.17% |
| 2019 | +31.63% | +27.24% |
| 2018 | -4.86% | -11.43% |
| 2017 | +22.61% | +19.20% |
| 2016 | +12.60% | +16.95% |
| 2015 | -2.02% | +2.05% |
| 2014 | N/A | +9.06% |
| 2013 | N/A | +29.24% |
| 2012 | N/A | +16.21% |
| 2011 | N/A | -2.11% |
| 2010 | N/A | +25.08% |
| 2009 | N/A | +50.34% |
| 2008 | N/A | -40.78% |
| 2007 | N/A | +10.72% |
| 2006 | N/A | +11.26% |
| 2005 | N/A | +2.98% |
SPYX vs MDYG Drawdown Comparison
The maximum drawdown for SPYX was -32.83%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The maximum drawdown for MDYG was -58.46%, occurring on Nov 20, 2008. Recovery took 772 trading sessions.
The current MDYG drawdown is -0.03%.
| Rank | SPYX | MDYG |
|---|---|---|
| #1 | -32.83% Feb 19, 2020 - Aug 6, 2020 | -58.46% Oct 12, 2007 - Nov 4, 2010 |
| #2 | -26.15% Dec 29, 2021 - Dec 14, 2023 | -39.27% Feb 20, 2020 - Aug 12, 2020 |
| #3 | -19.19% Sep 20, 2018 - Apr 12, 2019 | -29.25% Nov 16, 2021 - Feb 29, 2024 |
| #4 | -18.74% Feb 19, 2025 - Jun 26, 2025 | -26.20% Jul 7, 2011 - Sep 7, 2012 |
| #5 | -12.46% Dec 1, 2015 - Apr 19, 2016 | -25.46% Nov 25, 2024 - Dec 10, 2025 |
| #6 | -9.84% Jan 12, 2026 - Apr 15, 2026 | -24.00% Sep 14, 2018 - Nov 27, 2019 |
| #7 | -9.67% Jan 26, 2018 - Jul 25, 2018 | -18.21% Aug 17, 2015 - Jul 11, 2016 |
| #8 | -9.55% Sep 2, 2020 - Nov 11, 2020 | -13.93% May 9, 2006 - Dec 5, 2006 |
| #9 | -8.45% Jul 16, 2024 - Sep 19, 2024 | -12.02% Jul 13, 2007 - Oct 5, 2007 |
| #10 | -7.14% May 3, 2019 - Jun 20, 2019 | -10.62% Jul 1, 2014 - Nov 11, 2014 |
| #11 | -6.19% Jul 26, 2019 - Oct 21, 2019 | -9.92% Mar 2, 2026 - Apr 17, 2026 |
| #12 | -5.71% Jun 8, 2016 - Jul 8, 2016 | -9.67% Jan 26, 2018 - Jun 6, 2018 |
| #13 | -5.57% Sep 3, 2021 - Oct 25, 2021 | -9.06% Jul 16, 2024 - Oct 14, 2024 |
| #14 | -5.44% Mar 28, 2024 - May 15, 2024 | -8.13% Apr 29, 2011 - Jul 7, 2011 |
| #15 | -5.17% Oct 28, 2025 - Dec 11, 2025 | -8.07% Sep 2, 2020 - Oct 7, 2020 |
Correlation
Correlation between SPYX and MDYG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2005 - 2026)
SPYX vs MDYG dividend yield comparison.
| Year | SPYX | MDYG |
|---|---|---|
| 2026 | 0.42% | 0.25% |
| 2025 | 0.91% | 0.75% |
| 2024 | 1.05% | 0.87% |
| 2023 | 1.21% | 1.20% |
| 2022 | 1.41% | 1.16% |
| 2021 | 1.04% | 0.69% |
| 2020 | 1.33% | 0.71% |
| 2019 | 1.56% | 1.21% |
| 2018 | 1.92% | 1.36% |
| 2017 | 1.68% | 2.23% |
| 2016 | 1.91% | 1.25% |
| 2015 | 0.16% | 2.51% |
| 2014 | 0.00% | 1.60% |
| 2013 | 0.00% | 0.82% |
| 2012 | 0.00% | 0.97% |
| 2011 | 0.00% | 0.66% |
| 2010 | 0.00% | 0.29% |
| 2009 | 0.00% | 0.59% |
| 2008 | 0.00% | 0.94% |
| 2007 | 0.00% | 2.12% |
| 2006 | 0.00% | 3.01% |
| 2005 | 0.00% | 0.05% |
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