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MDYV vs. AAPL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

MDYV vs. AAPL

Last updated May 12, 2025

Compare and contrast key facts about SPDR S&P 400 Mid Cap Value ETF (MDYV) and Apple Inc (AAPL).

MDYV is a passively managed fund by State Street that tracks the performance of the S&P MidCap 400 Value Index. It was launched on Nov 8, 2005.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MDYV or AAPL.

Correlation

The correlation between MDYV and AAPL is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

MDYV vs. AAPL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR S&P 400 Mid Cap Value ETF (MDYV) and Apple Inc (AAPL). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

MDYV:

13.14%

AAPL:

32.38%

Max Drawdown

MDYV:

-0.65%

AAPL:

-81.80%

Current Drawdown

MDYV:

0.00%

AAPL:

-23.27%

Returns By Period

MDYV

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

AAPL

YTD

-20.63%

1M

0.19%

6M

-12.43%

1Y

8.82%

5Y*

21.32%

10Y*

21.31%

*Annualized

Compare stocks, funds, or ETFs

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

Risk-Adjusted Performance

MDYV vs. AAPL — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
MDYV
The Risk-Adjusted Performance Rank of MDYV is 3333
Overall Rank
The Sharpe Ratio Rank of MDYV is 2929
Sharpe Ratio Rank
The Sortino Ratio Rank of MDYV is 3434
Sortino Ratio Rank
The Omega Ratio Rank of MDYV is 3333
Omega Ratio Rank
The Calmar Ratio Rank of MDYV is 3636
Calmar Ratio Rank
The Martin Ratio Rank of MDYV is 3333
Martin Ratio Rank
AAPL
The Risk-Adjusted Performance Rank of AAPL is 6161
Overall Rank
The Sharpe Ratio Rank of AAPL is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of AAPL is 5656
Sortino Ratio Rank
The Omega Ratio Rank of AAPL is 5656
Omega Ratio Rank
The Calmar Ratio Rank of AAPL is 6565
Calmar Ratio Rank
The Martin Ratio Rank of AAPL is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MDYV vs. AAPL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR S&P 400 Mid Cap Value ETF (MDYV) and Apple Inc (AAPL). 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.

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Dividends

MDYV vs. AAPL - Dividend Comparison

MDYV's dividend yield for the trailing twelve months is around 1.94%, more than AAPL's 0.51% yield.

TTM20242023202220212020201920182017201620152014
MDYV
SPDR S&P 400 Mid Cap Value ETF		1.94%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AAPL
Apple Inc		0.51%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%

Drawdowns

MDYV vs. AAPL - Drawdown Comparison

The maximum MDYV drawdown since its inception was -0.65%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for MDYV and AAPL. For additional features, visit the drawdowns tool.

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Volatility

MDYV vs. AAPL - Volatility Comparison

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