MDYG vs. FMCSX
Compare and contrast key facts about SPDR S&P 400 Mid Cap Growth ETF (MDYG) and Fidelity Mid-Cap Stock Fund (FMCSX).
MDYG is a passively managed fund by State Street that tracks the performance of the S&P MidCap 400 Growth Index. It was launched on Nov 8, 2005. FMCSX is managed by Fidelity. It was launched on Mar 29, 1994.
Performance
MDYG vs. FMCSX - Performance Comparison
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MDYG vs. FMCSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MDYG SPDR S&P 400 Mid Cap Growth ETF | 5.12% | 7.22% | 15.84% | 17.30% | -18.92% | 18.46% | 22.57% | 26.10% | -10.46% | 19.61% |
FMCSX Fidelity Mid-Cap Stock Fund | 4.65% | 11.80% | 14.55% | 11.02% | -6.40% | 28.64% | 11.43% | 25.39% | -6.67% | 18.03% |
Returns By Period
In the year-to-date period, MDYG achieves a 5.12% return, which is significantly higher than FMCSX's 4.65% return. Over the past 10 years, MDYG has underperformed FMCSX with an annualized return of 10.61%, while FMCSX has yielded a comparatively higher 11.98% annualized return.
MDYG
- 1D
- 1.12%
- 1M
- -5.69%
- YTD
- 5.12%
- 6M
- 6.18%
- 1Y
- 22.14%
- 3Y*
- 13.40%
- 5Y*
- 5.95%
- 10Y*
- 10.61%
FMCSX
- 1D
- 3.14%
- 1M
- -5.68%
- YTD
- 4.65%
- 6M
- 7.91%
- 1Y
- 23.37%
- 3Y*
- 13.69%
- 5Y*
- 9.01%
- 10Y*
- 11.98%
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MDYG vs. FMCSX - Expense Ratio Comparison
MDYG has a 0.15% expense ratio, which is lower than FMCSX's 0.85% expense ratio.
Return for Risk
MDYG vs. FMCSX — Risk / Return Rank
MDYG
FMCSX
MDYG vs. FMCSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P 400 Mid Cap Growth ETF (MDYG) and Fidelity Mid-Cap Stock Fund (FMCSX). 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.
| MDYG | FMCSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.21 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.76 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.25 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 1.85 | -0.16 |
Martin ratioReturn relative to average drawdown | 7.23 | 8.31 | -1.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MDYG | FMCSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.21 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.51 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.65 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.57 | -0.11 |
Correlation
The correlation between MDYG and FMCSX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MDYG vs. FMCSX - Dividend Comparison
MDYG's dividend yield for the trailing twelve months is around 0.69%, less than FMCSX's 1.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDYG SPDR S&P 400 Mid Cap Growth ETF | 0.69% | 0.75% | 0.87% | 1.20% | 1.16% | 0.69% | 0.71% | 1.21% | 1.36% | 2.23% | 1.25% | 2.51% |
FMCSX Fidelity Mid-Cap Stock Fund | 1.75% | 1.83% | 8.94% | 2.60% | 5.44% | 12.80% | 6.72% | 6.63% | 18.48% | 6.66% | 8.25% | 14.18% |
Drawdowns
MDYG vs. FMCSX - Drawdown Comparison
The maximum MDYG drawdown since its inception was -58.44%, smaller than the maximum FMCSX drawdown of -62.19%. Use the drawdown chart below to compare losses from any high point for MDYG and FMCSX.
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Drawdown Indicators
| MDYG | FMCSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.44% | -62.19% | +3.75% |
Max Drawdown (1Y)Largest decline over 1 year | -13.66% | -13.27% | -0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -29.26% | -22.33% | -6.93% |
Max Drawdown (10Y)Largest decline over 10 years | -39.27% | -40.55% | +1.28% |
Current DrawdownCurrent decline from peak | -5.69% | -5.68% | -0.01% |
Average DrawdownAverage peak-to-trough decline | -8.08% | -9.40% | +1.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 2.95% | +0.23% |
Volatility
MDYG vs. FMCSX - Volatility Comparison
SPDR S&P 400 Mid Cap Growth ETF (MDYG) has a higher volatility of 7.89% compared to Fidelity Mid-Cap Stock Fund (FMCSX) at 7.26%. This indicates that MDYG's price experiences larger fluctuations and is considered to be riskier than FMCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MDYG | FMCSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.89% | 7.26% | +0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 13.31% | 12.28% | +1.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.21% | 20.09% | +2.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.55% | 17.65% | +2.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.99% | 18.53% | +2.46% |