MDT vs. SBU

Last updated Jun 13, 2026

MDT (Medtronic plc) is a stock, while SBU (Leverage Shares 2X Long SBUX Daily ETF) is Leveraged Equities fund actively managed by Leverage Shares. At a 0.09 correlation, their price movements are largely independent.

Performance

MDT vs. SBU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Medtronic plc (MDT) and Leverage Shares 2X Long SBUX Daily ETF (SBU). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, MDT achieves a -15.83% return, which is significantly lower than SBU's 39.22% return.

MDT

• 1D: -0.16%
• 1M: 5.32%
• YTD: -15.83%
• 6M: -18.44%
• 1Y: -5.18%
• 3Y*: 1.02%
• 5Y*: -5.47%
• 10Y*: 2.00%

SBU

• 1D: 1.17%
• 1M: -8.50%
• YTD: 39.22%
• 6M: 34.52%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

MDT vs. SBU - Yearly Performance Comparison

	2026 (YTD)	2025
MDT Medtronic plc	-15.83%	0.93%
SBU Leverage Shares 2X Long SBUX Daily ETF	39.22%	-6.03%

Correlation

The correlation between MDT and SBU is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 17, 2025	0.09

Return for Risk

MDT vs. SBU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MDT

MDT Risk / Return Rank: 30
MDT Sharpe Ratio Rank: 30
MDT Sortino Ratio Rank: 24
MDT Omega Ratio Rank: 25
MDT Calmar Ratio Rank: 36
MDT Martin Ratio Rank: 33

SBU

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MDT vs. SBU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Medtronic plc (MDT) and Leverage Shares 2X Long SBUX Daily ETF (SBU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	MDT	SBU	Difference
Sharpe ratio: Return per unit of total volatility	-0.31	—	—
Sortino ratio: Return per unit of downside risk	-0.33	—	—
Omega ratio: Gain probability vs. loss probability	0.96	—	—
Calmar ratio: Return relative to maximum drawdown	-0.23	—	—
Martin ratio: Return relative to average drawdown	-0.56	—	—

Drawdowns

MDT vs. SBU - Drawdown Comparison

The maximum MDT drawdown since its inception was -57.63%, which is greater than SBU's maximum drawdown of -28.10%. Use the drawdown chart below to compare losses from any high point for MDT and SBU.

Drawdown Indicators

	MDT	SBU	Difference
Max Drawdown Largest peak-to-trough decline	-57.63%	-28.10%	-29.53%
Max Drawdown (1Y) Largest decline over 1 year	-28.90%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-28.90%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-45.10%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-45.10%	—	—
Current Drawdown Current decline from peak	-31.23%	-8.50%	-22.73%
Average Drawdown Average peak-to-trough decline	-16.55%	-7.18%	-9.37%
Ulcer Index Depth and duration of drawdowns from previous peaks	11.52%	—	—

Volatility

Volatility by Period

	MDT	SBU	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.32%	—	—
Volatility (6M) Calculated over the trailing 6-month period	16.28%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	21.07%	60.01%	-38.94%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.93%	60.01%	-38.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.25%	60.01%	-36.76%

Dividends

MDT vs. SBU - Dividend Comparison

MDT's dividend yield for the trailing twelve months is around 3.54%, while SBU has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MDT Medtronic plc	3.54%	2.95%	3.49%	3.34%	3.44%	2.39%	1.95%	1.87%	2.15%	2.24%	2.34%	1.88%
SBU Leverage Shares 2X Long SBUX Daily ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both MDT and SBU in my portfolio?

MDT and SBU have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.