MDYV vs. GVLU
Compare and contrast key facts about SPDR S&P 400 Mid Cap Value ETF (MDYV) and Gotham 1000 Value ETF (GVLU).
MDYV and GVLU 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. GVLU is an actively managed fund by Gotham. It was launched on Jun 7, 2022.
Performance
MDYV vs. GVLU - Performance Comparison
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MDYV vs. GVLU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
MDYV SPDR S&P 400 Mid Cap Value ETF | 1.05% | 7.45% | 11.48% | 15.35% | -1.95% |
GVLU Gotham 1000 Value ETF | 2.72% | 11.24% | 11.09% | 18.02% | -3.80% |
Returns By Period
In the year-to-date period, MDYV achieves a 1.05% return, which is significantly lower than GVLU's 2.72% return.
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%
GVLU
- 1D
- 1.78%
- 1M
- -4.93%
- YTD
- 2.72%
- 6M
- 5.75%
- 1Y
- 16.92%
- 3Y*
- 14.16%
- 5Y*
- —
- 10Y*
- —
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MDYV vs. GVLU - Expense Ratio Comparison
MDYV has a 0.15% expense ratio, which is lower than GVLU's 0.51% expense ratio.
Return for Risk
MDYV vs. GVLU — Risk / Return Rank
MDYV
GVLU
MDYV vs. GVLU - 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 Gotham 1000 Value ETF (GVLU). 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 | GVLU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.87 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.01 | 1.38 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.19 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 1.19 | -0.28 |
Martin ratioReturn relative to average drawdown | 3.42 | 5.22 | -1.81 |
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 | GVLU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.87 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.56 | -0.16 |
Correlation
The correlation between MDYV and GVLU is 0.94, 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. GVLU - Dividend Comparison
MDYV's dividend yield for the trailing twelve months is around 1.86%, less than GVLU's 6.27% 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% |
GVLU Gotham 1000 Value ETF | 6.27% | 6.44% | 2.88% | 1.62% | 0.98% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MDYV vs. GVLU - Drawdown Comparison
The maximum MDYV drawdown since its inception was -60.71%, which is greater than GVLU's maximum drawdown of -20.82%. Use the drawdown chart below to compare losses from any high point for MDYV and GVLU.
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Drawdown Indicators
| MDYV | GVLU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.71% | -20.82% | -39.89% |
Max Drawdown (1Y)Largest decline over 1 year | -14.55% | -14.62% | +0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -22.58% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -45.90% | — | — |
Current DrawdownCurrent decline from peak | -7.55% | -5.46% | -2.09% |
Average DrawdownAverage peak-to-trough decline | -8.68% | -4.23% | -4.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.86% | 3.32% | +0.54% |
Volatility
MDYV vs. GVLU - Volatility Comparison
SPDR S&P 400 Mid Cap Value ETF (MDYV) has a higher volatility of 5.35% compared to Gotham 1000 Value ETF (GVLU) at 4.33%. This indicates that MDYV's price experiences larger fluctuations and is considered to be riskier than GVLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MDYV | GVLU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 4.33% | +1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 11.43% | 9.84% | +1.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.68% | 19.64% | +1.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.57% | 18.04% | +1.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 18.04% | +3.86% |