USHY vs MDY

Comparison between ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF (USHY, ETF) and S&P MidCap 400 ETF (MDY, ETF).

5-Year PerformanceMDY has outperformed USHY, delivering a return of +7.8% compared to +4.3%

USHY vs MDY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USHY(ETF)	MDY(ETF)
Net Assets	$26B	$26B
Expense Ratio	0.08%	0.23%
Max Drawdown	23.61%	56.26%
Sharpe Ratio	0.93	1.08
5Y Beta	0.23	0.99
P/E Ratio	N/A	24.58
Forward P/E	N/A	16.67
5Y Dividends CAGR	4.95%	8.61%
5Y EPS CAGR	N/A	12.56%
Debt to Equity	N/A	56.25%
P/S Ratio	N/A	1.57
P/B Ratio	N/A	2.68

Net Assets

Winner

USHY

$26B

MDY

$26B

Expense Ratio

Winner

USHY

0.08%

MDY

0.23%

Max Drawdown

Winner

USHY

23.61%

MDY

56.26%

Sharpe Ratio

USHY

0.93

Winner

MDY

1.08

5Y Beta

Winner

USHY

0.23

MDY

0.99

P/E Ratio

USHY

N/A

MDY

24.58

Forward P/E

USHY

N/A

MDY

16.67

5Y Dividends CAGR

USHY

4.95%

Winner

MDY

8.61%

5Y EPS CAGR

USHY

N/A

MDY

12.56%

Debt to Equity

USHY

N/A

MDY

56.25%

P/S Ratio

USHY

N/A

MDY

1.57

P/B Ratio

USHY

N/A

MDY

2.68

USHY vs MDY - Historical Returns

Returns include dividend reinvestment.

Period	USHY	MDY
1 month	+0.14%	+2.67%
3 months	+0.32%	+2.83%
6 months	+2.68%	+14.32%
1 year	+7.05%	+20.78%
5 years(CAGR)	+4.34%	+7.77%
10 years(CAGR)	+4.76%	+11.22%
Max(CAGR)	+4.76%	+9.95%

USHY

+0.14%

Winner

MDY

+2.67%

USHY

+0.32%

Winner

MDY

+2.83%

USHY

+2.68%

Winner

MDY

+14.32%

USHY

+7.05%

Winner

MDY

+20.78%

5Y(CAGR)

USHY

+4.34%

Winner

MDY

+7.77%

10Y(CAGR)

USHY

+4.76%

Winner

MDY

+11.22%

Max(CAGR)

USHY

+4.76%

Winner

MDY

+9.95%

USHY vs MDY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	USHY	MDY
2026	+1.08%	+9.45%
2025	+8.61%	+7.44%
2024	+8.79%	+14.00%
2023	+12.52%	+16.64%
2022	-11.13%	-13.53%
2021	+5.27%	+26.53%
2020	+5.77%	+13.37%
2019	+14.58%	+26.23%
2018	-2.55%	-12.12%
2017	+0.16%	+15.30%
2016	N/A	+22.01%
2015	N/A	-2.35%
2014	N/A	+10.67%
2013	N/A	+29.47%
2012	N/A	+16.51%
2011	N/A	-3.32%
2010	N/A	+24.20%
2009	N/A	+33.95%
2008	N/A	-36.01%
2007	N/A	+6.68%
2006	N/A	+8.55%
2005	N/A	+13.72%
2004	N/A	+15.51%
2003	N/A	+31.04%
2002	N/A	-14.53%
2001	N/A	+3.12%
2000	N/A	+18.83%
1999	N/A	+10.57%

USHY vs MDY Drawdown Comparison

The maximum drawdown for USHY was -22.44%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.

The maximum drawdown for MDY was -55.34%, occurring on Mar 9, 2009. Recovery took 857 trading sessions.

The current USHY drawdown is -0.35%. The current MDY drawdown is -1.98%.

Rank	USHY	MDY
#1	-22.44% Feb 14, 2020 - Oct 12, 2020	-55.34% Jul 13, 2007 - Dec 6, 2010
#2	-15.57% Dec 27, 2021 - Dec 21, 2023	-42.21% Feb 20, 2020 - Nov 9, 2020
#3	-6.11% Oct 1, 2018 - Jan 31, 2019	-32.04% Apr 16, 2002 - Oct 13, 2003
#4	-4.66% Feb 28, 2025 - May 12, 2025	-26.20% Apr 29, 2011 - Mar 26, 2012
#5	-2.66% Jan 8, 2018 - Aug 1, 2018	-25.60% Sep 7, 2000 - Apr 10, 2002
#6	-2.43% Feb 20, 2026 - Apr 9, 2026	-24.04% Nov 25, 2024 - Dec 10, 2025
#7	-2.31% Nov 5, 2021 - Dec 22, 2021	-23.79% Nov 16, 2021 - Feb 12, 2024
#8	-2.31% Mar 27, 2024 - May 6, 2024	-23.16% Aug 29, 2018 - Nov 26, 2019
#9	-2.06% Feb 12, 2021 - Apr 6, 2021	-19.27% Jun 23, 2015 - Jul 11, 2016
#10	-1.92% Oct 12, 2020 - Nov 4, 2020	-13.95% Mar 24, 2000 - Jun 2, 2000
#11	-1.82% May 3, 2019 - Jun 11, 2019	-12.52% May 8, 2006 - Dec 4, 2006
#12	-1.70% Dec 6, 2024 - Jan 17, 2025	-11.12% Mar 26, 2012 - Sep 7, 2012
#13	-1.61% Dec 27, 2023 - Feb 1, 2024	-10.55% Jul 1, 2014 - Nov 21, 2014
#14	-1.48% Sep 16, 2021 - Nov 5, 2021	-10.49% Apr 5, 2004 - Nov 4, 2004
#15	-1.36% Nov 3, 2017 - Dec 1, 2017	-9.69% Jan 26, 2018 - Jun 6, 2018

Correlation

Correlation between USHY and MDY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (1999 - 2026)

USHY vs MDY dividend yield comparison.

Year	USHY	MDY
2026	2.30%	0.23%
2025	6.79%	1.15%
2024	6.89%	1.18%
2023	6.63%	1.21%
2022	6.08%	1.37%
2021	5.07%	0.96%
2020	5.30%	1.12%
2019	5.92%	1.34%
2018	6.30%	1.39%
2017	0.72%	1.18%
2016	0.00%	1.31%
2015	0.00%	1.35%
2014	0.00%	1.17%
2013	0.00%	1.07%
2012	0.00%	1.14%
2011	0.00%	1.07%
2010	0.00%	0.91%
2009	0.00%	1.22%
2008	0.00%	1.87%
2007	0.00%	1.18%
2006	0.00%	1.18%
2005	0.00%	1.04%
2004	0.00%	0.87%
2003	0.00%	0.82%
2002	0.00%	0.91%
2001	0.00%	0.77%
2000	0.00%	0.82%
1999	0.00%	2.69%