SPYX vs MDYV
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 VALUE ETF (MDYV, ETF).
5-Year PerformanceSPYX has outperformed MDYV, delivering a return of +12.9% compared to +7.3%
SPYX vs MDYV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPYX
$2.60B
MDYV
$2.60B
Expense Ratio
SPYX
0.20%
Winner
MDYV
0.15%
Max Drawdown
Winner
SPYX
33.23%
MDYV
62.59%
Sharpe Ratio
Winner
SPYX
1.53
MDYV
1.07
5Y Beta
SPYX
0.99
Winner
MDYV
0.90
P/E Ratio
SPYX
29.74
Winner
MDYV
21.16
Forward P/E
SPYX
22.87
Winner
MDYV
14.01
PEG Ratio
SPYX
N/A
MDYV
0.21
5Y Dividends CAGR
SPYX
4.43%
Winner
MDYV
8.23%
5Y EPS CAGR
Winner
SPYX
28.84%
MDYV
8.73%
Debt to Equity
Winner
SPYX
40.55%
MDYV
44.45%
P/S Ratio
SPYX
3.74
Winner
MDYV
1.06
P/B Ratio
SPYX
5.85
Winner
MDYV
1.97
SPYX vs MDYV - Holdings Comparison
SPYX and MDYV have 1 common holdings. Overlap is 0.00%
SPYX's top 25 holdings weight is 51.76%. MDYV's top 25 holdings weight is 21.47%.
| Rank | SPYX | MDYV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.34% | RELIANCE INC (RS) - 1.17% |
| #2 | APPLE INC (AAPL) - 7.23% | ALCOA CORP (AA) - 1.14% |
| #3 | MICROSOFT CORP (MSFT) - 4.93% | WESCO INTERNATIONAL INC (WCC) - 1.08% |
| #4 | AMAZON.COM INC (AMZN) - 4.14% | TD SYNNEX CORP (SNX) - 1.07% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.62% | US FOODS HOLDING CORP (USFD) - 1.06% |
| #6 | BROADCOM INC (AVGO) - 3.20% | OVINTIV INC (OVV) - 0.93% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.87% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.92% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.14% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.88% |
| #9 | TESLA INC (TSLA) - 1.95% | PERFORMANCE FOOD GROUP CO (PFGC) - 0.87% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.61% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.86% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42% | BORGWARNER INC (BWA) - 0.84% |
| #12 | ELI LILLY AND CO (LLY) - 1.35% | REGAL REXNORD CORP (RRX) - 0.83% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.32% | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.83% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.31% | ARAMARK (ARMK) - 0.81% |
| #15 | INTEL CORP (INTC) - 0.92% | JONES LANG LASALLE INC (JLL) - 0.81% |
| #16 | VISA INC CLASS A (V) - 0.88% | WATSCO INC ORDINARY SHARES (WSO) - 0.79% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.88% | TOLL BROTHERS INC (TOL) - 0.77% |
| #18 | WALMART INC (WMT) - 0.83% | ENTEGRIS INC (ENTG) - 0.77% |
| #19 | CISCO SYSTEMS INC (CSCO) - 0.75% | UNUM GROUP (UNM) - 0.76% |
| #20 | COSTCO WHOLESALE CORP (COST) - 0.71% | SAIA INC (SAIA) - 0.74% |
| #21 | INTUIT INC (INTU) - 0.28% | FIDELITY NATIONAL FINANCIAL INC (FNF) - 0.73% |
| #22 | BOEING CO (BA) - 0.27% | ALLY FINANCIAL INC (ALLY) - 0.71% |
| #23 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.27% | FIRST HORIZON CORP (FHN) - 0.70% |
| #24 | SALESFORCE INC (CRM) - 0.27% | WEBSTER FINANCIAL CORP (WBS) - 0.70% |
| #25 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.27% | n/a (KNX) - 0.70% |
| Total Holdings | 449 | 303 |
SPYX vs MDYV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPYX
+2.01%
MDYV
+0.12%
3M
Winner
SPYX
+8.38%
MDYV
+3.87%
6M
SPYX
+7.37%
Winner
MDYV
+8.31%
1Y
Winner
SPYX
+24.92%
MDYV
+20.70%
5Y(CAGR)
Winner
SPYX
+12.91%
MDYV
+7.34%
10Y(CAGR)
Winner
SPYX
+15.27%
MDYV
+10.20%
Max(CAGR)
Winner
SPYX
+14.57%
MDYV
+8.93%
SPYX vs MDYV - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPYX | MDYV |
|---|---|---|
| 2026 | +7.57% | +7.14% |
| 2025 | +18.23% | +7.89% |
| 2024 | +26.04% | +11.46% |
| 2023 | +27.44% | +15.49% |
| 2022 | -19.97% | -7.79% |
| 2021 | +30.12% | +32.87% |
| 2020 | +18.84% | +3.95% |
| 2019 | +31.63% | +25.64% |
| 2018 | -4.86% | -12.74% |
| 2017 | +22.61% | +11.16% |
| 2016 | +12.60% | +27.76% |
| 2015 | -2.02% | -6.72% |
| 2014 | N/A | +13.69% |
| 2013 | N/A | +31.45% |
| 2012 | N/A | +16.71% |
| 2011 | N/A | -3.66% |
| 2010 | N/A | +20.67% |
| 2009 | N/A | +31.76% |
| 2008 | N/A | -34.65% |
| 2007 | N/A | -1.23% |
| 2006 | N/A | +14.50% |
| 2005 | N/A | +2.32% |
SPYX vs MDYV Drawdown Comparison
The maximum drawdown for SPYX was -32.83%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The maximum drawdown for MDYV was -60.74%, occurring on Mar 6, 2009. Recovery took 968 trading sessions.
The current SPYX drawdown is -2.90%. The current MDYV drawdown is -1.05%.
| Rank | SPYX | MDYV |
|---|---|---|
| #1 | -32.83% Feb 19, 2020 - Aug 6, 2020 | -60.74% Jun 4, 2007 - Apr 5, 2011 |
| #2 | -26.15% Dec 29, 2021 - Dec 14, 2023 | -45.87% Jan 16, 2020 - Dec 4, 2020 |
| #3 | -19.19% Sep 20, 2018 - Apr 12, 2019 | -25.52% Apr 28, 2011 - Mar 15, 2012 |
| #4 | -18.74% Feb 19, 2025 - Jun 26, 2025 | -22.81% Aug 29, 2018 - Nov 5, 2019 |
| #5 | -12.46% Dec 1, 2015 - Apr 19, 2016 | -22.59% Nov 25, 2024 - Dec 10, 2025 |
| #6 | -9.84% Jan 12, 2026 - Apr 15, 2026 | -21.23% Jun 23, 2015 - Jun 8, 2016 |
| #7 | -9.67% Jan 26, 2018 - Jul 25, 2018 | -19.02% Jan 4, 2022 - Jan 27, 2023 |
| #8 | -9.55% Sep 2, 2020 - Nov 11, 2020 | -18.70% Feb 2, 2023 - Dec 19, 2023 |
| #9 | -8.45% Jul 16, 2024 - Sep 19, 2024 | -12.24% Mar 19, 2012 - Sep 7, 2012 |
| #10 | -7.14% May 3, 2019 - Jun 20, 2019 | -10.53% Feb 6, 2026 - Jun 2, 2026 |
| #11 | -6.19% Jul 26, 2019 - Oct 21, 2019 | -10.31% Sep 2, 2014 - Nov 24, 2014 |
| #12 | -5.71% Jun 8, 2016 - Jul 8, 2016 | -9.35% Jan 23, 2018 - Jun 7, 2018 |
| #13 | -5.57% Sep 3, 2021 - Oct 25, 2021 | -9.07% May 7, 2021 - Oct 25, 2021 |
| #14 | -5.44% Mar 28, 2024 - May 15, 2024 | -9.01% May 9, 2006 - Oct 13, 2006 |
| #15 | -5.17% Oct 28, 2025 - Dec 11, 2025 | -8.70% Nov 15, 2021 - Jan 4, 2022 |
Correlation
Correlation between SPYX and MDYV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2005 - 2026)
SPYX vs MDYV dividend yield comparison.
| Year | SPYX | MDYV |
|---|---|---|
| 2026 | 0.22% | 0.42% |
| 2025 | 0.91% | 1.72% |
| 2024 | 1.05% | 1.89% |
| 2023 | 1.21% | 1.59% |
| 2022 | 1.41% | 1.90% |
| 2021 | 1.04% | 1.74% |
| 2020 | 1.33% | 1.69% |
| 2019 | 1.56% | 1.83% |
| 2018 | 1.92% | 2.28% |
| 2017 | 1.68% | 2.48% |
| 2016 | 1.91% | 1.83% |
| 2015 | 0.16% | 4.31% |
| 2014 | 0.00% | 4.05% |
| 2013 | 0.00% | 1.40% |
| 2012 | 0.00% | 2.08% |
| 2011 | 0.00% | 1.74% |
| 2010 | 0.00% | 2.24% |
| 2009 | 0.00% | 2.37% |
| 2008 | 0.00% | 4.30% |
| 2007 | 0.00% | 2.13% |
| 2006 | 0.00% | 3.56% |
| 2005 | 0.00% | 0.31% |
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