PortfoliosLab logoPortfoliosLab logo
MDY vs. BNDX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MDY vs. BNDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR S&P MidCap 400 ETF (MDY) and Vanguard Total International Bond ETF (BNDX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, MDY achieves a 15.28% return, which is significantly higher than BNDX's 1.02% return. Over the past 10 years, MDY has outperformed BNDX with an annualized return of 11.33%, while BNDX has yielded a comparatively lower 1.72% annualized return.


MDY

1D
0.71%
1M
3.51%
YTD
15.28%
6M
13.84%
1Y
27.52%
3Y*
15.07%
5Y*
7.99%
10Y*
11.33%

BNDX

1D
0.17%
1M
0.85%
YTD
1.02%
6M
1.22%
1Y
2.27%
3Y*
4.32%
5Y*
0.32%
10Y*
1.72%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MDY vs. BNDX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MDY
SPDR S&P MidCap 400 ETF
15.28%7.19%13.64%16.07%-13.28%24.53%13.50%25.78%-11.29%15.93%
BNDX
Vanguard Total International Bond ETF
1.02%2.86%3.57%8.77%-12.76%-2.29%4.65%7.87%2.81%2.40%

Correlation

The correlation between MDY and BNDX is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.38

Correlation (3Y)
Calculated over the trailing 3-year period

0.25

Correlation (5Y)
Calculated over the trailing 5-year period

0.16

Correlation (10Y)
Calculated over the trailing 10-year period

0.04

Correlation (All Time)
Calculated using the full available price history since Jun 4, 2013

0.01

Over the past year, MDY and BNDX have become more correlated (0.38) than their long-term average of 0.01, meaning their price movements have been converging.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

MDY vs. BNDX — Risk / Return Rank

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

MDY
MDY Risk / Return Rank: 5959
Overall Rank
MDY Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
MDY Sortino Ratio Rank: 5757
Sortino Ratio Rank
MDY Omega Ratio Rank: 5252
Omega Ratio Rank
MDY Calmar Ratio Rank: 6767
Calmar Ratio Rank
MDY Martin Ratio Rank: 6767
Martin Ratio Rank

BNDX
BNDX Risk / Return Rank: 1818
Overall Rank
BNDX Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
BNDX Sortino Ratio Rank: 1818
Sortino Ratio Rank
BNDX Omega Ratio Rank: 1818
Omega Ratio Rank
BNDX Calmar Ratio Rank: 1818
Calmar Ratio Rank
BNDX Martin Ratio Rank: 1919
Martin Ratio Rank
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.

MDY vs. BNDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR S&P MidCap 400 ETF (MDY) and Vanguard Total International Bond ETF (BNDX). 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.


MDYBNDXDifference
Sharpe ratioReturn per unit of total volatility

+1.06

Sortino ratioReturn per unit of downside risk

+1.55

Omega ratioGain probability vs. loss probability

1.29

1.10

+0.19

Calmar ratioReturn relative to maximum drawdown

2.91

0.66

+2.25

Martin ratioReturn relative to average drawdown

10.60

1.84

+8.76

MDY vs. BNDX - Sharpe Ratio Comparison

The current MDY Sharpe Ratio is 1.62, which is higher than the BNDX Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of MDY and BNDX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

MDY vs. BNDX - Drawdown Comparison

The maximum MDY drawdown since its inception was -55.33%, which is greater than BNDX's maximum drawdown of -16.23%. Use the drawdown chart below to compare losses from any high point for MDY and BNDX.


Loading charts...

Drawdown Indicators


MDYBNDXDifference

Max Drawdown

Largest peak-to-trough decline

-55.33%

-16.23%

-39.10%

Max Drawdown (1Y)

Largest decline over 1 year

-8.82%

-2.93%

-5.89%

Max Drawdown (3Y)

Largest decline over 3 years

-24.03%

-2.93%

-21.10%

Max Drawdown (5Y)

Largest decline over 5 years

-24.03%

-15.86%

-8.17%

Max Drawdown (10Y)

Largest decline over 10 years

-42.22%

-16.23%

-25.99%

Current Drawdown

Current decline from peak

0.00%

-1.02%

+1.02%

Average Drawdown

Average peak-to-trough decline

-7.02%

-3.10%

-3.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.42%

1.05%

+1.37%

Volatility

MDY vs. BNDX - Volatility Comparison

SPDR S&P MidCap 400 ETF (MDY) has a higher volatility of 5.04% compared to Vanguard Total International Bond ETF (BNDX) at 1.49%. This indicates that MDY's price experiences larger fluctuations and is considered to be riskier than BNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


MDYBNDXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.04%

1.49%

+3.55%

Volatility (6M)

Calculated over the trailing 6-month period

11.68%

2.96%

+8.72%

Volatility (1Y)

Calculated over the trailing 1-year period

15.83%

3.47%

+12.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.82%

4.89%

+14.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.21%

4.10%

+17.11%

MDY vs. BNDX - Expense Ratio Comparison

MDY has a 0.23% expense ratio, which is higher than BNDX's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

MDY vs. BNDX - Dividend Comparison

MDY's dividend yield for the trailing twelve months is around 1.03%, less than BNDX's 4.47% yield.


PositionTTM20252024202320222021202020192018201720162015
BNDX
Vanguard Total International Bond ETF
4.47%4.39%4.18%4.42%1.51%3.74%1.11%3.40%3.01%2.23%1.89%1.63%
MDY
SPDR S&P MidCap 400 ETF
1.03%1.15%1.18%1.21%1.37%0.96%1.12%1.34%1.39%1.18%1.31%1.35%

Frequently Asked Questions


MDY and BNDX have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MDY has higher volatility (5.04%) compared to BNDX (1.49%). In terms of maximum drawdown, MDY dropped -55.33% vs BNDX's -16.23%.

On 10-year performance, MDY leads with 11.33% vs 1.72% for BNDX. On fees, BNDX is cheaper at 0.07% per year. On volatility, BNDX has been the lower-risk option at 1.49%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, MDY has performed better with a 11.33% return vs 1.72%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BNDX is cheaper with a 0.07% expense ratio, compared with 0.23% for MDY.

BNDX has the higher dividend yield at 4.47%, compared with 1.03% for MDY.

MDY is categorized as Mid Cap Blend Equities, while BNDX is Global Bonds. MDY tracks S&P MidCap 400 Index, while BNDX tracks Bloomberg Global Aggregate ex-USD Float Adjusted RIC Capped Index (USD Hedged). They also come from different issuers: State Street and Vanguard. Their fees differ too: 0.23% for MDY and 0.07% for BNDX.

MDY currently has the higher Sharpe Ratio (1.62 vs 0.56), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for MDY and BNDX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer