DIVY vs ONEO
Comparison between SOUND EQUITY DIVIDEND INCOME ETF (DIVY, ETF) and STATE STREET(R) SPDR(R) RUSSELL 1000 MOMENTUM FOCUS ETF (ONEO, ETF).
5-Year PerformanceONEO has outperformed DIVY, delivering a return of +10.5% compared to +6.6%
DIVY vs ONEO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DIVY
$28M
ONEO
$28M
Expense Ratio
DIVY
0.45%
Winner
ONEO
0.20%
Max Drawdown
DIVY
50.03%
Winner
ONEO
41.23%
Sharpe Ratio
DIVY
1.14
Winner
ONEO
1.63
5Y Beta
Winner
DIVY
0.65
ONEO
0.86
P/E Ratio
DIVY
58.74
Winner
ONEO
22.62
Forward P/E
Winner
DIVY
10.86
ONEO
16.25
PEG Ratio
DIVY
-0.03
ONEO
N/A
5Y Dividends CAGR
DIVY
N/A
ONEO
8.42%
5Y EPS CAGR
DIVY
2.54%
Winner
ONEO
16.93%
Debt to Equity
DIVY
72.09%
Winner
ONEO
22.08%
P/S Ratio
Winner
DIVY
1.22
ONEO
1.59
P/B Ratio
Winner
DIVY
1.78
ONEO
3.33
DIVY vs ONEO - Holdings Comparison
DIVY and ONEO have 25 common holdings. Overlap is 1.83%
DIVY's top 25 holdings weight is 81.30%. ONEO's top 25 holdings weight is 17.15%.
| Rank | DIVY | ONEO |
|---|---|---|
| #1 | CISCO SYSTEMS INC (CSCO) - 4.71% | WESTERN DIGITAL CORP (WDC) - 1.90% |
| #2 | OMNICOM GROUP INC (OMC) - 4.30% | FLEX LTD (FLEX) - 1.31% |
| #3 | CITIZENS FINANCIAL GROUP INC (CFG) - 3.85% | MICRON TECHNOLOGY INC (MU) - 1.28% |
| #4 | EVERSOURCE ENERGY (ES) - 3.68% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.86% |
| #5 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 3.64% | n/a (DELL) - 0.83% |
| #6 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 3.58% | JABIL INC (JBL) - 0.76% |
| #7 | TOTALENERGIES SE (TTE:XPAR) - 3.46% | LAM RESEARCH CORP (LRCX) - 0.72% |
| #8 | GSK PLC ADR (GSK) - 3.37% | DEVON ENERGY CORP (DVN) - 0.69% |
| #9 | PERRIGO CO PLC (PRGO) - 3.31% | MCKESSON CORP (MCK) - 0.66% |
| #10 | HF SINCLAIR CORP (DINO) - 3.29% | KLA CORP (KLAC) - 0.66% |
| #11 | FRANKLIN RESOURCES INC (BEN) - 3.29% | APPLIED MATERIALS INC (AMAT) - 0.64% |
| #12 | SONOCO PRODUCTS CO (SON) - 3.22% | MARATHON PETROLEUM CORP (MPC) - 0.63% |
| #13 | COREBRIDGE FINANCIAL INC (CRBG) - 3.10% | QNITY ELECTRONICS INC (Q) - 0.61% |
| #14 | CITIGROUP INC (C) - 3.07% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.60% |
| #15 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 3.04% | TERADYNE INC (TER) - 0.59% |
| #16 | M&T BANK CORP (MTB) - 2.99% | TD SYNNEX CORP (SNX) - 0.59% |
| #17 | AVISTA CORP (AVA) - 2.98% | TECHNIPFMC PLC (FTI) - 0.59% |
| #18 | PROVIDENT FINANCIAL SERVICES INC (PFS) - 2.96% | VALERO ENERGY CORP (VLO) - 0.53% |
| #19 | AT&T INC (T) - 2.94% | NUCOR CORP (NUE) - 0.52% |
| #20 | ENBRIDGE INC (ENB) - 2.92% | DOLLAR GENERAL CORP (DG) - 0.52% |
| #21 | PFIZER INC (PFE) - 2.86% | EDWARDS LIFESCIENCES CORP (EW) - 0.40% |
| #22 | ONEOK INC (OKE) - 2.79% | PINNACLE WEST CAPITAL CORP (PNW) - 0.32% |
| #23 | THE SCOTTS MIRACLE GRO CO CLASS A (SMG) - 2.71% | PUBLIC STORAGE (PSA) - 0.32% |
| #24 | ACCENTURE PLC CLASS A (ACN) - 2.64% | NVR INC (NVR) - 0.32% |
| #25 | JM SMUCKER CO (SJM) - 2.60% | RALPH LAUREN CORP CLASS A (RL) - 0.30% |
| Total Holdings | 38 | 798 |
DIVY vs ONEO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DIVY
+4.89%
ONEO
+4.65%
3M
DIVY
+9.87%
Winner
ONEO
+14.59%
6M
DIVY
+12.13%
Winner
ONEO
+17.07%
1Y
DIVY
+19.24%
Winner
ONEO
+27.31%
5Y(CAGR)
DIVY
+6.63%
Winner
ONEO
+10.50%
10Y(CAGR)
DIVY
+3.62%
Winner
ONEO
+11.87%
Max(CAGR)
DIVY
+3.56%
Winner
ONEO
+11.61%
DIVY vs ONEO - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | DIVY | ONEO |
|---|---|---|
| 2026 | +11.62% | +16.72% |
| 2025 | +7.52% | +10.77% |
| 2024 | +3.53% | +15.69% |
| 2023 | N/A | +16.42% |
| 2022 | N/A | -11.69% |
| 2021 | N/A | +28.44% |
| 2020 | -17.43% | +10.18% |
| 2019 | +8.66% | +26.87% |
| 2018 | -2.49% | -12.86% |
| 2017 | +3.78% | +21.09% |
| 2016 | +8.94% | +11.32% |
| 2015 | +0.14% | -0.81% |
| 2014 | +2.80% | N/A |
DIVY vs ONEO Drawdown Comparison
The maximum drawdown for DIVY was -48.27%, occurring on Apr 1, 2020. Recovery took 213 trading sessions.
The maximum drawdown for ONEO was -40.85%, occurring on Mar 23, 2020. Recovery took 205 trading sessions.
| Rank | DIVY | ONEO |
|---|---|---|
| #1 | -48.27% Jan 22, 2020 - Aug 23, 2024 | -40.85% Jan 17, 2020 - Nov 9, 2020 |
| #2 | -18.35% Nov 29, 2024 - Jul 23, 2025 | -22.57% Aug 29, 2018 - Nov 8, 2019 |
| #3 | -9.07% Feb 20, 2026 - Jun 11, 2026 | -22.40% Nov 16, 2021 - Dec 14, 2023 |
| #4 | -8.40% Mar 13, 2018 - Jul 18, 2019 | -19.72% Nov 25, 2024 - Aug 13, 2025 |
| #5 | -6.04% Jul 23, 2025 - Dec 10, 2025 | -12.76% Dec 4, 2015 - Apr 18, 2016 |
| #6 | -5.39% Mar 2, 2017 - Jan 9, 2018 | -8.80% Jan 26, 2018 - Aug 27, 2018 |
| #7 | -5.25% Dec 23, 2014 - Jun 23, 2016 | -7.38% Feb 26, 2026 - Apr 16, 2026 |
| #8 | -4.38% Jul 18, 2019 - Nov 11, 2019 | -6.98% Jul 16, 2024 - Aug 23, 2024 |
| #9 | -4.34% Oct 18, 2024 - Nov 25, 2024 | -6.61% Mar 28, 2024 - Jul 16, 2024 |
| #10 | -2.52% Jan 12, 2018 - Feb 21, 2018 | -5.58% Jun 6, 2016 - Jul 8, 2016 |
| #11 | -2.47% Aug 30, 2024 - Sep 16, 2024 | -5.18% Oct 27, 2025 - Dec 10, 2025 |
| #12 | -2.35% Nov 11, 2019 - Nov 20, 2019 | -4.88% Sep 16, 2016 - Nov 15, 2016 |
| #13 | -2.17% Dec 31, 2019 - Jan 22, 2020 | -4.76% Jul 12, 2021 - Jul 29, 2021 |
| #14 | -1.90% Dec 6, 2019 - Dec 31, 2019 | -4.74% Sep 2, 2021 - Oct 20, 2021 |
| #15 | -1.83% Sep 19, 2024 - Oct 16, 2024 | -4.44% Jan 20, 2021 - Feb 8, 2021 |
Correlation
Correlation between DIVY and ONEO is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2015 - 2026)
DIVY vs ONEO dividend yield comparison.
| Year | DIVY | ONEO |
|---|---|---|
| 2026 | 1.03% | 0.32% |
| 2025 | 3.68% | 1.29% |
| 2024 | 2.94% | 1.30% |
| 2023 | 0.00% | 1.56% |
| 2022 | 0.00% | 1.73% |
| 2021 | 0.00% | 1.19% |
| 2020 | 0.00% | 1.28% |
| 2019 | 3.63% | 1.64% |
| 2018 | 1.60% | 1.72% |
| 2017 | 0.85% | 7.69% |
| 2016 | 0.44% | 1.82% |
| 2015 | 1.98% | 0.17% |
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