MDYV vs. VFINX
MDYV (SPDR S&P 400 Mid Cap Value ETF) and VFINX (Vanguard 500 Index Fund Investor Shares) are both funds - MDYV is a Mid Cap Value Equities fund tracking the S&P MidCap 400 Value Index, while VFINX is a Large Cap Blend Equities fund tracking the S&P 500 Index. Both are passively managed. Over the past 10 years, MDYV returned 10.59%/yr vs 14.85%/yr for VFINX. Their 0.75 correlation means they have sometimes moved together and sometimes differently. MDYV charges 0.15%/yr vs 0.14%/yr for VFINX.
Performance
MDYV vs. VFINX - Performance Comparison
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Returns By Period
In the year-to-date period, MDYV achieves a 13.25% return, which is significantly higher than VFINX's 9.27% return. Over the past 10 years, MDYV has underperformed VFINX with an annualized return of 10.59%, while VFINX has yielded a comparatively higher 14.85% annualized return.
MDYV
- 1D
- -0.22%
- 1M
- 0.75%
- 6M
- 8.78%
- YTD
- 13.25%
- 1Y
- 22.67%
- 3Y*
- 11.89%
- 5Y*
- 9.11%
- 10Y*
- 10.59%
- ALL TIME*
- 9.10%
VFINX
- 1D
- 1.66%
- 1M
- -0.57%
- 6M
- 7.72%
- YTD
- 9.27%
- 1Y
- 20.48%
- 3Y*
- 18.88%
- 5Y*
- 12.53%
- 10Y*
- 14.85%
- ALL TIME*
- 10.68%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $12.18M | $9.03M | $7.86M | |
| $0.00 | $0.00 | $0.00 |
MDYV vs. VFINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MDYV SPDR S&P 400 Mid Cap Value ETF | 13.25% | 7.45% | 11.48% | 15.35% | -7.19% | 30.51% | 3.68% | 25.89% | -11.95% | 12.31% |
VFINX Vanguard 500 Index Fund Investor Shares | 9.27% | 17.71% | 24.84% | 26.12% | -18.24% | 28.53% | 18.20% | 31.33% | -4.55% | 21.66% |
Correlation
The correlation between MDYV and VFINX is 0.65, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.65 |
Correlation (3Y) Balances recent behavior with more history. | 0.71 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.78 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.78 |
Correlation (All Time) Calculated using the full available price history since Nov 15, 2005 | 0.75 |
The correlation between MDYV and VFINX shifts across timeframes, from 0.65 (1 year) to 0.78 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
MDYV vs. VFINX — Risk / Return Rank
MDYV
VFINX
MDYV vs. VFINX - 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 Vanguard 500 Index Fund Investor Shares (VFINX). 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.
| MDYV | VFINX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.25 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.96 | 2.04 | -0.08 |
| Martin ratioReturn relative to average drawdown | 6.98 | 8.76 | -1.77 |
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Drawdowns
MDYV vs. VFINX - Drawdown Comparison
The maximum MDYV drawdown since its inception was -60.71%, which is greater than VFINX's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for MDYV and VFINX.
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Drawdown Indicators
| MDYV | VFINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.71% | -55.25% | -5.46% |
Max Drawdown (1Y)Largest decline over 1 year | -10.53% | -8.92% | -1.61% |
Max Drawdown (3Y)Largest decline over 3 years | -22.58% | -18.76% | -3.82% |
Max Drawdown (5Y)Largest decline over 5 years | -22.58% | -24.59% | +2.01% |
Max Drawdown (10Y)Largest decline over 10 years | -45.90% | -33.83% | -12.07% |
Current DrawdownCurrent decline from peak | -1.24% | -2.13% | +0.89% |
Average DrawdownAverage peak-to-trough decline | -8.56% | -8.26% | -0.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 2.08% | +0.88% |
Volatility
MDYV vs. VFINX - Volatility Comparison
SPDR S&P 400 Mid Cap Value ETF (MDYV) and Vanguard 500 Index Fund Investor Shares (VFINX) have volatilities of 3.39% and 3.44%, 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 | VFINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.39% | 3.44% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 10.36% | 10.10% | +0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.00% | 12.86% | +2.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.29% | 17.01% | +2.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.83% | 18.07% | +3.76% |
MDYV vs. VFINX - Expense Ratio Comparison
MDYV has a 0.15% expense ratio, which is higher than VFINX's 0.14% 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
MDYV vs. VFINX - Dividend Comparison
MDYV's dividend yield for the trailing twelve months is around 1.67%, more than VFINX's 0.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDYV SPDR S&P 400 Mid Cap Value ETF | 1.67% | 1.72% | 1.89% | 1.59% | 1.90% | 1.74% | 1.69% | 1.83% | 2.28% | 2.48% | 1.83% | 4.31% |
VFINX Vanguard 500 Index Fund Investor Shares | 0.97% | 1.02% | 1.14% | 1.36% | 1.57% | 1.15% | 1.45% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% |
Frequently Asked Questions
MDYV and VFINX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VFINX has higher volatility (3.44%) compared to MDYV (3.39%). In terms of maximum drawdown, MDYV dropped -60.71% vs VFINX's -55.25%.
VFINX currently has the higher Sharpe Ratio (1.42 vs 1.38), 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.
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