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MEDI vs. SMLE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

MEDI vs. SMLE

Last updated May 22, 2025

Compare and contrast key facts about Harbor Health Care ETF (MEDI) and Xtrackers S&P SmallCap 600 ESG ETF (SMLE).

MEDI and SMLE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MEDI is an actively managed fund by Harbor. It was launched on Nov 16, 2022. SMLE is a passively managed fund by Deutsche Bank that tracks the performance of the S&P SmallCap 600 ESG Index. It was launched on Feb 24, 2021.

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

Correlation

The correlation between MEDI and SMLE is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

MEDI vs. SMLE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Harbor Health Care ETF (MEDI) and Xtrackers S&P SmallCap 600 ESG ETF (SMLE). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

MEDI

YTD

-2.09%

1M

-0.57%

6M

-4.33%

1Y

-3.04%

3Y*

N/A

5Y*

N/A

10Y*

N/A

SMLE

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Harbor Health Care ETF

Xtrackers S&P SmallCap 600 ESG ETF

MEDI vs. SMLE - Expense Ratio Comparison

MEDI has a 0.80% expense ratio, which is higher than SMLE's 0.15% expense ratio.

MEDI
Harbor Health Care ETF
SMLE
Xtrackers S&P SmallCap 600 ESG ETF

Risk-Adjusted Performance

MEDI vs. SMLE — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
MEDI
The Risk-Adjusted Performance Rank of MEDI is 1111
Overall Rank
The Sharpe Ratio Rank of MEDI is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of MEDI is 1212
Sortino Ratio Rank
The Omega Ratio Rank of MEDI is 1212
Omega Ratio Rank
The Calmar Ratio Rank of MEDI is 99
Calmar Ratio Rank
The Martin Ratio Rank of MEDI is 1111
Martin Ratio Rank
SMLE
The Risk-Adjusted Performance Rank of SMLE is 6767
Overall Rank
The Sharpe Ratio Rank of SMLE is 1616
Sharpe Ratio Rank
The Sortino Ratio Rank of SMLE is 9898
Sortino Ratio Rank
The Omega Ratio Rank of SMLE is 9999
Omega Ratio Rank
The Calmar Ratio Rank of SMLE is 8888
Calmar Ratio Rank
The Martin Ratio Rank of SMLE is 3232
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.

MEDI vs. SMLE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Harbor Health Care ETF (MEDI) and Xtrackers S&P SmallCap 600 ESG ETF (SMLE). 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

MEDI vs. SMLE - Dividend Comparison

MEDI's dividend yield for the trailing twelve months is around 0.56%, while SMLE has not paid dividends to shareholders.

TTM2024202320222021
MEDI
Harbor Health Care ETF		0.56%0.54%1.86%0.00%0.00%
SMLE
Xtrackers S&P SmallCap 600 ESG ETF		0.00%0.42%1.35%0.15%1.48%

Drawdowns

MEDI vs. SMLE - Drawdown Comparison

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Volatility

MEDI vs. SMLE - Volatility Comparison

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