Performance
SPYD vs. SPY - Performance Comparison
In the year-to-date period, SPYD achieves a 4.46% return, which is significantly lower than SPY's 12.84% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
SPYD
SPY
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SPYD vs. SPY - Expense Ratio Comparison
SPYD has a 0.07% expense ratio, which is lower than SPY's 0.09% expense ratio. Despite the difference, 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
SPYD vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio S&P 500 High Dividend ETF (SPYD) and SPDR S&P 500 ETF (SPY). 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.
SPYD vs. SPY - Sharpe Ratio Comparison
The current SPYD Sharpe Ratio is 1.07, which is lower than the SPY Sharpe Ratio of 2.36. The chart below compares the 12-month rolling Sharpe Ratio of SPYD and SPY.
SPYD
SPY
Dividends
SPYD vs. SPY - Dividend Comparison
SPYD's dividend yield for the trailing twelve months is around 4.47%, more than SPY's 1.26% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SPYD SPDR Portfolio S&P 500 High Dividend ETF | 4.47% | 4.66% | 5.01% | 3.68% | 4.95% | 4.43% | 4.75% | 4.63% | 4.34% | 1.13% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.26% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
SPYD vs. SPY - Drawdown Comparison
The maximum SPYD drawdown since its inception was -46.42%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SPYD and SPY. For additional features, visit the drawdowns tool.
SPYD
SPY
Volatility
SPYD vs. SPY - Volatility Comparison
SPDR Portfolio S&P 500 High Dividend ETF (SPYD) has a higher volatility of 3.89% compared to SPDR S&P 500 ETF (SPY) at 2.49%. This indicates that SPYD's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
SPYD
SPY