MDYV vs. EZM
Compare and contrast key facts about SPDR S&P 400 Mid Cap Value ETF (MDYV) and WisdomTree U.S. MidCap Fund (EZM).
MDYV and EZM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. EZM is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S Mid Cap Index. It was launched on Feb 23, 2007. Both MDYV and EZM are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
MDYV vs. EZM - Performance Comparison
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MDYV vs. EZM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MDYV SPDR S&P 400 Mid Cap Value ETF | 1.05% | 7.45% | 11.48% | 15.35% | -7.19% | 30.51% | 3.68% | 25.89% | -11.95% | 12.31% |
EZM WisdomTree U.S. MidCap Fund | 0.90% | 8.42% | 10.29% | 19.69% | -12.22% | 31.00% | 5.57% | 24.48% | -12.36% | 17.37% |
Returns By Period
In the year-to-date period, MDYV achieves a 1.05% return, which is significantly higher than EZM's 0.90% return. Both investments have delivered pretty close results over the past 10 years, with MDYV having a 9.95% annualized return and EZM not far ahead at 9.98%.
MDYV
- 1D
- 2.37%
- 1M
- -5.21%
- YTD
- 1.05%
- 6M
- 3.03%
- 1Y
- 12.66%
- 3Y*
- 10.86%
- 5Y*
- 7.14%
- 10Y*
- 9.95%
EZM
- 1D
- 2.69%
- 1M
- -4.74%
- YTD
- 0.90%
- 6M
- 2.66%
- 1Y
- 14.40%
- 3Y*
- 12.08%
- 5Y*
- 6.94%
- 10Y*
- 9.98%
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MDYV vs. EZM - Expense Ratio Comparison
MDYV has a 0.15% expense ratio, which is lower than EZM's 0.38% expense ratio.
Return for Risk
MDYV vs. EZM — Risk / Return Rank
MDYV
EZM
MDYV vs. EZM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P 400 Mid Cap Value ETF (MDYV) and WisdomTree U.S. MidCap Fund (EZM). 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.
| MDYV | EZM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.69 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.01 | 1.14 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.15 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 1.03 | -0.13 |
Martin ratioReturn relative to average drawdown | 3.42 | 4.22 | -0.80 |
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
| MDYV | EZM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.69 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.34 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.45 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.39 | +0.01 |
Correlation
The correlation between MDYV and EZM is 0.88, 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
MDYV vs. EZM - Dividend Comparison
MDYV's dividend yield for the trailing twelve months is around 1.86%, more than EZM's 1.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDYV SPDR S&P 400 Mid Cap Value ETF | 1.86% | 1.72% | 1.89% | 1.59% | 1.90% | 1.74% | 1.69% | 1.83% | 2.28% | 2.48% | 1.83% | 4.31% |
EZM WisdomTree U.S. MidCap Fund | 1.38% | 1.39% | 1.22% | 1.25% | 1.57% | 1.08% | 1.67% | 1.34% | 1.57% | 1.14% | 1.55% | 1.30% |
Drawdowns
MDYV vs. EZM - Drawdown Comparison
The maximum MDYV drawdown since its inception was -60.71%, roughly equal to the maximum EZM drawdown of -59.58%. Use the drawdown chart below to compare losses from any high point for MDYV and EZM.
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Drawdown Indicators
| MDYV | EZM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.71% | -59.58% | -1.13% |
Max Drawdown (1Y)Largest decline over 1 year | -14.55% | -14.50% | -0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -22.58% | -23.53% | +0.95% |
Max Drawdown (10Y)Largest decline over 10 years | -45.90% | -47.26% | +1.36% |
Current DrawdownCurrent decline from peak | -7.55% | -6.17% | -1.38% |
Average DrawdownAverage peak-to-trough decline | -8.68% | -8.33% | -0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.86% | 3.54% | +0.32% |
Volatility
MDYV vs. EZM - Volatility Comparison
SPDR S&P 400 Mid Cap Value ETF (MDYV) and WisdomTree U.S. MidCap Fund (EZM) have volatilities of 5.35% and 5.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MDYV | EZM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 5.22% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 11.43% | 11.16% | +0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.68% | 21.04% | -0.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.57% | 20.51% | -0.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 22.37% | -0.47% |