ALTY vs SPY
Comparison between GLOBAL X ALTERNATIVE INCOME ETF (ALTY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed ALTY, delivering a return of +13.3% compared to +5.5%
ALTY vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ALTY
$45M
Winner
SPY
$735B
Expense Ratio
ALTY
0.50%
Winner
SPY
0.09%
Max Drawdown
ALTY
60.08%
Winner
SPY
56.47%
Sharpe Ratio
Winner
ALTY
1.95
SPY
1.62
5Y Beta
Winner
ALTY
0.41
SPY
1.00
P/E Ratio
ALTY
N/A
SPY
28.99
Forward P/E
ALTY
N/A
SPY
22.37
5Y Dividends CAGR
ALTY
-1.10%
Winner
SPY
5.43%
5Y EPS CAGR
ALTY
N/A
SPY
26.05%
Debt to Equity
ALTY
N/A
SPY
32.40%
P/S Ratio
ALTY
N/A
SPY
3.74
P/B Ratio
ALTY
N/A
SPY
5.61
ALTY vs SPY - Holdings Comparison
ALTY and SPY have 3 common holdings. Overlap is 0.27%
ALTY's top 25 holdings weight is 99.82%. SPY's top 25 holdings weight is 52.37%.
| Rank | ALTY | SPY |
|---|---|---|
| #1 | GLOBAL X EMERGING MARKETS BOND ETF (EMBD) - 20.36% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | GLOBAL X SUPERDIVIDEND® REIT ETF (SRET) - 19.12% | APPLE INC (AAPL) - 7.02% |
| #3 | GLOBAL X NASDAQ 100 COVERED CALL ETF (QYLD) - 18.85% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | GLOBAL X US PREFERRED ETF (PFFD) - 18.81% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | WILLIAMS COMPANIES INC (WMB) - 1.72% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | KINDER MORGAN INC CLASS P (KMI) - 1.63% | BROADCOM INC (AVGO) - 3.10% |
| #7 | MPLX LP PARTNERSHIP UNITS (MPLX) - 1.53% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | SPIRE INC (SR) - 1.51% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | ANTERO MIDSTREAM CORP (AM) - 1.49% | TESLA INC (TSLA) - 1.89% |
| #10 | SUNOCO LP (SUN) - 1.46% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | OGE ENERGY CORP (OGE) - 1.46% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | EVERGY INC (EVRG) - 1.45% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | HESS MIDSTREAM LP CLASS A (HESM) - 1.41% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | NORTHWESTERN ENERGY GROUP INC (NWE) - 1.37% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | ENERGY TRANSFER LP (ET) - 1.37% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 1.37% | INTEL CORP (INTC) - 0.90% |
| #17 | ALLETE INC (ALE) - 1.33% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 1.32% | VISA INC CLASS A (V) - 0.85% |
| #19 | BLACK STONE MINERALS LP PARTNERSHIP UNITS (BSM) - 1.26% | WALMART INC (WMT) - 0.81% |
| #20 | KIMBELL ROYALTY PARTNERS LP (KRP) - 1.00% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | N/A | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | N/A | CATERPILLAR INC (CAT) - 0.66% |
| #23 | N/A | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | N/A | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | N/A | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 20 | 505 |
ALTY vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
ALTY
-0.06%
Winner
SPY
+1.90%
3M
ALTY
+1.25%
Winner
SPY
+8.55%
6M
ALTY
+6.28%
Winner
SPY
+8.18%
1Y
ALTY
+15.61%
Winner
SPY
+25.79%
5Y(CAGR)
ALTY
+5.53%
Winner
SPY
+13.32%
10Y(CAGR)
ALTY
+6.21%
Winner
SPY
+15.19%
Max(CAGR)
ALTY
+6.16%
Winner
SPY
+8.47%
ALTY vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ALTY | SPY |
|---|---|---|
| 2026 | +5.47% | +8.26% |
| 2025 | +10.21% | +18.00% |
| 2024 | +11.18% | +25.59% |
| 2023 | +10.01% | +26.72% |
| 2022 | -12.05% | -18.64% |
| 2021 | +24.58% | +30.52% |
| 2020 | -12.87% | +17.28% |
| 2019 | +20.36% | +31.09% |
| 2018 | -6.00% | -5.24% |
| 2017 | +10.29% | +20.78% |
| 2016 | +17.89% | +13.59% |
| 2015 | -4.66% | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
ALTY vs SPY Drawdown Comparison
The maximum drawdown for ALTY was -51.47%, occurring on Mar 18, 2020. Recovery took 306 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current ALTY drawdown is -0.49%. The current SPY drawdown is -2.90%.
| Rank | ALTY | SPY |
|---|---|---|
| #1 | -51.47% Feb 20, 2020 - May 7, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -30.47% Jul 15, 2015 - Apr 25, 2017 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -18.48% Jan 4, 2022 - May 15, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -14.18% Aug 29, 2018 - Feb 22, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -10.07% Feb 20, 2025 - Jul 25, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -7.30% Jan 26, 2018 - Jul 6, 2018 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -4.34% Mar 2, 2026 - Apr 24, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -4.23% Jun 14, 2021 - Aug 12, 2021 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.06% Sep 2, 2021 - Jan 4, 2022 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.92% May 10, 2021 - Jun 1, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -3.91% Aug 1, 2019 - Sep 18, 2019 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.58% Jul 17, 2024 - Aug 19, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.54% Nov 29, 2024 - Jan 21, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.53% May 6, 2019 - Jun 20, 2019 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.41% Apr 27, 2017 - Jul 14, 2017 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between ALTY and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (1999 - 2026)
ALTY vs SPY dividend yield comparison.
| Year | ALTY | SPY |
|---|---|---|
| 2026 | 3.20% | 0.24% |
| 2025 | 7.50% | 1.07% |
| 2024 | 7.88% | 1.21% |
| 2023 | 7.31% | 1.40% |
| 2022 | 7.66% | 1.65% |
| 2021 | 6.88% | 1.20% |
| 2020 | 9.20% | 1.52% |
| 2019 | 8.74% | 1.75% |
| 2018 | 8.49% | 2.04% |
| 2017 | 7.52% | 1.80% |
| 2016 | 8.20% | 2.03% |
| 2015 | 4.21% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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