MDYV vs. VFINX
Compare and contrast key facts about SPDR S&P 400 Mid Cap Value ETF (MDYV) and Vanguard 500 Index Fund Investor Shares (VFINX).
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. VFINX is managed by Vanguard.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MDYV or VFINX.
Key characteristics
| MDYV | VFINX | |
|---|---|---|
| YTD Return | 3.54% | 11.74% |
| 1Y Return | 18.60% | 28.10% |
| 3Y Return (Ann) | 4.87% | 10.27% |
| 5Y Return (Ann) | 10.70% | 14.99% |
| 10Y Return (Ann) | 9.10% | 12.96% |
| Sharpe Ratio | 1.16 | 2.53 |
| Daily Std Dev | 16.84% | 11.58% |
| Max Drawdown | -60.70% | -55.25% |
| Current Drawdown | -0.62% | -0.07% |
Correlation
The correlation between MDYV and VFINX is 0.76, 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.
Performance
MDYV vs. VFINX - Performance Comparison
In the year-to-date period, MDYV achieves a 3.54% return, which is significantly lower than VFINX's 11.74% return. Over the past 10 years, MDYV has underperformed VFINX with an annualized return of 9.10%, while VFINX has yielded a comparatively higher 12.96% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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%.
Risk-Adjusted Performance
MDYV vs. VFINX - 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 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.
Dividends
MDYV vs. VFINX - Dividend Comparison
MDYV's dividend yield for the trailing twelve months is around 1.60%, more than VFINX's 1.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDYV SPDR S&P 400 Mid Cap Value ETF | 1.60% | 1.59% | 1.90% | 1.74% | 1.69% | 1.84% | 2.28% | 2.48% | 1.83% | 4.24% | 4.05% | 1.40% |
VFINX Vanguard 500 Index Fund Investor Shares | 1.22% | 1.36% | 1.57% | 1.15% | 1.84% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% | 1.74% | 1.73% |
Drawdowns
MDYV vs. VFINX - Drawdown Comparison
The maximum MDYV drawdown since its inception was -60.70%, 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. For additional features, visit the drawdowns tool.
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 3.23% and 3.37%, 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.