BKLN vs SPYD
Comparison between INVESCO SENIOR LOAN ETF (BKLN, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) HIGH DIVIDEND ETF (SPYD, ETF).
5-Year PerformanceSPYD has outperformed BKLN, delivering a return of +8.2% compared to +5.1%
BKLN vs SPYD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BKLN vs SPYD - Historical Returns
Returns include dividend reinvestment.
BKLN vs SPYD - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | BKLN | SPYD |
|---|---|---|
| 2026 | -0.18% | +11.61% |
| 2025 | +6.88% | +4.95% |
| 2024 | +8.25% | +13.90% |
| 2023 | +12.04% | +3.67% |
| 2022 | -2.47% | -1.93% |
| 2021 | +2.50% | +35.01% |
| 2020 | +1.11% | -10.84% |
| 2019 | +9.72% | +21.98% |
| 2018 | -1.53% | -5.21% |
| 2017 | +1.99% | +11.68% |
| 2016 | +9.18% | +25.61% |
| 2015 | -2.90% | -2.59% |
| 2014 | +0.55% | N/A |
| 2013 | +3.82% | N/A |
| 2012 | +9.61% | N/A |
| 2011 | -2.04% | N/A |
BKLN vs SPYD Drawdown Comparison
The maximum drawdown for BKLN was -24.16%, occurring on Mar 23, 2020. Recovery took 228 trading sessions.
The maximum drawdown for SPYD was -46.38%, occurring on Mar 23, 2020. Recovery took 278 trading sessions.
The current BKLN drawdown is -0.57%. The current SPYD drawdown is -1.90%.
| Rank | BKLN | SPYD |
|---|---|---|
| #1 | -24.16% Jan 8, 2020 - Dec 2, 2020 | -46.38% Jan 16, 2020 - Feb 24, 2021 |
| #2 | -8.75% May 13, 2011 - Feb 2, 2012 | -22.20% Apr 20, 2022 - Jul 11, 2024 |
| #3 | -7.31% Jan 14, 2022 - Jan 23, 2023 | -16.15% Nov 27, 2024 - Jan 14, 2026 |
| #4 | -7.07% May 4, 2015 - Jul 8, 2016 | -13.63% Aug 20, 2018 - Feb 19, 2019 |
| #5 | -5.69% Oct 2, 2018 - Feb 22, 2019 | -9.68% Nov 3, 2015 - Mar 2, 2016 |
| #6 | -3.73% Jul 2, 2014 - Apr 7, 2015 | -9.60% Jan 26, 2018 - Aug 3, 2018 |
| #7 | -3.71% May 4, 2012 - Jul 13, 2012 | -9.20% Jun 8, 2021 - Nov 15, 2021 |
| #8 | -3.55% Feb 18, 2025 - May 2, 2025 | -8.71% Jul 3, 2019 - Sep 11, 2019 |
| #9 | -3.07% Jan 9, 2026 - May 5, 2026 | -7.72% Apr 12, 2019 - Jul 3, 2019 |
| #10 | -2.66% Mar 3, 2023 - Apr 11, 2023 | -7.05% Feb 13, 2026 - May 22, 2026 |
| #11 | -2.39% Mar 3, 2011 - Apr 4, 2011 | -6.76% Nov 15, 2021 - Dec 27, 2021 |
| #12 | -2.04% May 22, 2013 - Oct 28, 2013 | -6.34% Sep 7, 2016 - Nov 15, 2016 |
| #13 | -1.66% Jul 22, 2024 - Aug 16, 2024 | -5.54% Jan 14, 2022 - Mar 25, 2022 |
| #14 | -1.57% Sep 17, 2019 - Dec 4, 2019 | -5.01% Sep 11, 2019 - Oct 22, 2019 |
| #15 | -1.52% Oct 17, 2012 - Dec 6, 2012 | -4.56% Mar 15, 2021 - Apr 15, 2021 |
Correlation
Correlation between BKLN and SPYD is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2011 - 2026)
BKLN vs SPYD dividend yield comparison.
| Year | BKLN | SPYD |
|---|---|---|
| 2026 | 3.10% | 2.08% |
| 2025 | 6.95% | 4.52% |
| 2024 | 8.41% | 4.31% |
| 2023 | 8.59% | 4.66% |
| 2022 | 4.94% | 5.01% |
| 2021 | 3.11% | 3.68% |
| 2020 | 3.56% | 4.95% |
| 2019 | 4.86% | 4.42% |
| 2018 | 4.51% | 4.75% |
| 2017 | 3.50% | 4.63% |
| 2016 | 4.54% | 4.34% |
| 2015 | 4.12% | 1.13% |
| 2014 | 4.12% | 0.00% |
| 2013 | 4.40% | 0.00% |
| 2012 | 4.81% | 0.00% |
| 2011 | 3.39% | 0.00% |
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