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CDIG vs SPY

Comparison between CITY DIFFERENT INVESTMENTS GLOBAL EQUITY ETF (CDIG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

CDIG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CDIG
$47M
Winner
SPY
$781B
Expense Ratio
CDIG
0.75%
Winner
SPY
0.09%
Max Drawdown
Winner
CDIG
11.35%
SPY
56.47%
Sharpe Ratio
CDIG
-0.05
Winner
SPY
1.12
5Y Beta
CDIG
1.26
Winner
SPY
1.00
P/E Ratio
CDIG
31.87
Winner
SPY
28.53
Forward P/E
Winner
CDIG
16.91
SPY
21.47
PEG Ratio
CDIG
-6.34
SPY
N/A
5Y Dividends CAGR
CDIG
N/A
SPY
6.00%
5Y EPS CAGR
CDIG
N/A
SPY
25.58%
Debt to Equity
CDIG
359.70%
Winner
SPY
32.09%
P/S Ratio
Winner
CDIG
1.54
SPY
3.75
P/B Ratio
Winner
CDIG
2.13
SPY
5.64

CDIG vs SPY - Holdings Comparison

CDIG and SPY have 7 common holdings. Overlap is 4.80%

CDIG's top 25 holdings weight is 99.61%. SPY's top 25 holdings weight is 51.74%.

RankCDIGSPY
#1
TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 9.45%
NVIDIA CORP (NVDA) - 7.89%
#2
TIDEWATER INC (TDW) - 9.27%
APPLE INC (AAPL) - 7.37%
#3
CARVANA CO CLASS A (CVNA) - 8.10%
MICROSOFT CORP (MSFT) - 4.50%
#4
MERCADOLIBRE INC (MELI) - 7.65%
AMAZON.COM INC (AMZN) - 3.82%
#5
ICON PLC (ICLR) - 6.18%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 5.22%
BROADCOM INC (AVGO) - 2.86%
#7
WARRIOR MET COAL INC (HCC) - 4.62%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
AMAZON.COM INC (AMZN) - 4.54%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
LLOYDS BANKING GROUP PLC ADR (LYG) - 4.44%
TESLA INC (TSLA) - 1.70%
#10
IMPERIAL PETROLEUM INC (IMPP) - 4.13%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
CONTROLADORA VUELA COMPANIA DE AVIACION SAB DE CV ADR (VLRS) - 4.04%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
ROLLS-ROYCE HOLDINGS PLC ADR (RYCEY) - 3.90%
ELI LILLY AND CO (LLY) - 1.40%
#13
SOMNIGROUP INTERNATIONAL INC (SGI) - 3.84%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
SEADRILL LTD (SDRL) - 3.83%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
UBER TECHNOLOGIES INC (UBER) - 3.49%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
ALPHA METALLURGICAL RESOURCES INC (AMR) - 3.16%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
NETFLIX INC (NFLX) - 2.23%
VISA INC CLASS A (V) - 0.90%
#18
ASP ISOTOPES INC (ASPI) - 2.22%
WALMART INC (WMT) - 0.76%
#19
PDD HOLDINGS INC ADR (PDD) - 2.19%
INTEL CORP (INTC) - 0.75%
#20
CAPITAL ONE FINANCIAL CORP (COF) - 1.99%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
BUILDERS FIRSTSOURCE INC (BLDR) - 1.71%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
AMERICAN COASTAL INSURANCE CORP (ACIC) - 1.03%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
VALARIS LTD (VAL) - 0.87%
ABBVIE INC (ABBV) - 0.66%
#24
CAMECO CORP (n/a) - 0.80%
CATERPILLAR INC (CAT) - 0.65%
#25
THREDUP INC ORDINARY SHARES CLASS A (TDUP) - 0.71%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings27505

CDIG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
CDIG
-1.49%
Winner
SPY
+0.63%
3M
CDIG
-5.17%
Winner
SPY
+4.46%
6M
CDIG
-4.98%
Winner
SPY
+7.67%
1Y
CDIG
+0.27%
Winner
SPY
+17.68%
5Y(CAGR)
CDIG
N/A
SPY
+12.42%
10Y(CAGR)
CDIG
N/A
SPY
+14.84%
Max(CAGR)
CDIG
+0.32%
Winner
SPY
+8.44%

CDIG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCDIGSPY
2026-0.22%+8.63%
2025-0.40%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

CDIG vs SPY Drawdown Comparison

The maximum drawdown for CDIG was -11.35%, occurring on Mar 20, 2026. Recovery took 63 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current CDIG drawdown is -7.25%. The current SPY drawdown is -2.57%.

RankCDIGSPY
#1-11.35%
Jan 15, 2026 - Apr 17, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-8.81%
Sep 22, 2025 - Dec 4, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-8.70%
May 6, 2026 - May 19, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-4.71%
Dec 11, 2025 - Jan 6, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-1.91%
Apr 27, 2026 - May 6, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-1.71%
Apr 17, 2026 - Apr 27, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.10%
Dec 4, 2025 - Dec 9, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.52%
Jan 12, 2026 - Jan 15, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.42%
Jan 6, 2026 - Jan 8, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CDIG and SPY is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.57
-101

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