BWG vs SPYT
Comparison between BrandywineGLOBAL - Global Income Opportunities Fund Inc (BWG, ETF) and DEFIANCE S&P 500 INCOME TARGET ETF (SPYT, ETF).
BWG vs SPYT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BWG
$149M
Winner
SPYT
$149M
Expense Ratio
BWG
N/A
SPYT
0.92%
Max Drawdown
BWG
67.84%
Winner
SPYT
24.76%
Sharpe Ratio
BWG
0.53
Winner
SPYT
1.42
5Y Beta
Winner
BWG
0.34
SPYT
0.90
5Y Dividends CAGR
BWG
1.61%
SPYT
N/A
BWG vs SPYT - Historical Returns
Returns include dividend reinvestment.
1M
BWG
-0.87%
Winner
SPYT
+1.05%
3M
BWG
+1.04%
Winner
SPYT
+7.39%
6M
BWG
-1.93%
Winner
SPYT
+7.09%
1Y
BWG
+9.34%
Winner
SPYT
+20.97%
5Y(CAGR)
BWG
+1.66%
SPYT
N/A
10Y(CAGR)
BWG
+4.90%
SPYT
N/A
Max(CAGR)
BWG
+3.07%
Winner
SPYT
+14.83%
BWG vs SPYT - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | BWG | SPYT |
|---|---|---|
| 2026 | -1.46% | +7.07% |
| 2025 | +16.63% | +12.75% |
| 2024 | +8.11% | +12.97% |
| 2023 | +15.67% | N/A |
| 2022 | -21.86% | N/A |
| 2021 | +2.00% | N/A |
| 2020 | +4.50% | N/A |
| 2019 | +30.08% | N/A |
| 2018 | -12.62% | N/A |
| 2017 | +16.07% | N/A |
| 2016 | +12.89% | N/A |
| 2015 | -20.90% | N/A |
| 2014 | +7.60% | N/A |
| 2013 | -9.61% | N/A |
| 2012 | +6.06% | N/A |
BWG vs SPYT Drawdown Comparison
The maximum drawdown for BWG was -35.45%, occurring on Jan 20, 2016. Recovery took 1182 trading sessions.
The maximum drawdown for SPYT was -18.22%, occurring on Apr 8, 2025. Recovery took 92 trading sessions.
The current BWG drawdown is -5.54%. The current SPYT drawdown is -2.81%.
| Rank | BWG | SPYT |
|---|---|---|
| #1 | -35.45% May 9, 2013 - Jan 18, 2018 | -18.22% Feb 19, 2025 - Jul 2, 2025 |
| #2 | -34.27% Feb 20, 2020 - Jan 28, 2021 | -8.17% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -34.11% Sep 3, 2021 - Jun 30, 2025 | -8.00% Feb 2, 2026 - Apr 14, 2026 |
| #4 | -18.97% Jan 25, 2018 - Aug 1, 2019 | -4.84% Oct 28, 2025 - Jan 6, 2026 |
| #5 | -13.69% May 7, 2012 - Aug 6, 2012 | -4.77% Mar 27, 2024 - May 14, 2024 |
| #6 | -12.02% Feb 11, 2026 - Mar 30, 2026 | -4.11% Dec 6, 2024 - Feb 18, 2025 |
| #7 | -5.70% Sep 17, 2025 - Jan 28, 2026 | -2.81% Jun 2, 2026 - Jun 5, 2026 |
| #8 | -4.94% Feb 17, 2021 - May 27, 2021 | -2.79% Oct 8, 2025 - Oct 24, 2025 |
| #9 | -4.71% Feb 11, 2013 - Apr 9, 2013 | -2.36% Jan 12, 2026 - Jan 27, 2026 |
| #10 | -4.44% Aug 7, 2012 - Sep 6, 2012 | -2.34% Oct 14, 2024 - Nov 6, 2024 |
| #11 | -4.37% Nov 12, 2012 - Dec 11, 2012 | -2.02% Jul 28, 2025 - Aug 8, 2025 |
| #12 | -3.10% Jun 9, 2021 - Aug 30, 2021 | -1.79% May 14, 2026 - May 26, 2026 |
| #13 | -3.09% Oct 23, 2012 - Nov 9, 2012 | -1.73% Nov 8, 2024 - Nov 26, 2024 |
| #14 | -2.00% Jul 9, 2025 - Aug 4, 2025 | -1.20% May 21, 2024 - Jun 5, 2024 |
| #15 | -1.80% Aug 16, 2019 - Sep 24, 2019 | -1.19% Aug 28, 2025 - Sep 10, 2025 |
Correlation
Correlation between BWG and SPYT is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2012 - 2026)
BWG vs SPYT dividend yield comparison.
| Year | BWG | SPYT |
|---|---|---|
| 2026 | 5.10% | 8.34% |
| 2025 | 11.47% | 21.40% |
| 2024 | 12.00% | 17.37% |
| 2023 | 11.73% | 0.00% |
| 2022 | 13.25% | 0.00% |
| 2021 | 8.20% | 0.00% |
| 2020 | 6.81% | 0.00% |
| 2019 | 6.55% | 0.00% |
| 2018 | 8.70% | 0.00% |
| 2017 | 8.35% | 0.00% |
| 2016 | 10.31% | 0.00% |
| 2015 | 16.41% | 0.00% |
| 2014 | 8.95% | 0.00% |
| 2013 | 10.28% | 0.00% |
| 2012 | 4.64% | 0.00% |
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