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DIVY vs SPY

Comparison between SOUND EQUITY DIVIDEND INCOME ETF (DIVY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed DIVY, delivering a return of +13.4% compared to +6.6%

DIVY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DIVY
$28M
Winner
SPY
$784B
Expense Ratio
DIVY
0.45%
Winner
SPY
0.09%
Max Drawdown
Winner
DIVY
50.03%
SPY
56.47%
Sharpe Ratio
DIVY
1.14
Winner
SPY
1.56
5Y Beta
Winner
DIVY
0.65
SPY
1.00
P/E Ratio
DIVY
58.74
Winner
SPY
28.29
Forward P/E
Winner
DIVY
10.86
SPY
21.75
PEG Ratio
DIVY
-0.03
SPY
N/A
5Y Dividends CAGR
DIVY
N/A
SPY
5.43%
5Y EPS CAGR
DIVY
2.54%
Winner
SPY
25.98%
Debt to Equity
DIVY
72.09%
Winner
SPY
30.79%
P/S Ratio
Winner
DIVY
1.22
SPY
3.79
P/B Ratio
Winner
DIVY
1.78
SPY
5.67

DIVY vs SPY - Holdings Comparison

DIVY and SPY have 22 common holdings. Overlap is 3.66%

DIVY's top 25 holdings weight is 81.30%. SPY's top 25 holdings weight is 52.46%.

RankDIVYSPY
#1
CISCO SYSTEMS INC (CSCO) - 4.71%
NVIDIA CORP (NVDA) - 8.30%
#2
OMNICOM GROUP INC (OMC) - 4.30%
APPLE INC (AAPL) - 7.09%
#3
CITIZENS FINANCIAL GROUP INC (CFG) - 3.85%
MICROSOFT CORP (MSFT) - 5.02%
#4
EVERSOURCE ENERGY (ES) - 3.68%
AMAZON.COM INC (AMZN) - 3.84%
#5
UNITED PARCEL SERVICE INC CLASS B (UPS) - 3.64%
BROADCOM INC (AVGO) - 3.50%
#6
PRINCIPAL FINANCIAL GROUP INC (PFG) - 3.58%
ALPHABET INC CLASS A (GOOGL) - 3.23%
#7
TOTALENERGIES SE (TTE:XPAR) - 3.46%
ALPHABET INC CLASS C (GOOG) - 2.57%
#8
GSK PLC ADR (GSK) - 3.37%
META PLATFORMS INC CLASS A (META) - 2.00%
#9
PERRIGO CO PLC (PRGO) - 3.31%
MICRON TECHNOLOGY INC (MU) - 1.84%
#10
HF SINCLAIR CORP (DINO) - 3.29%
TESLA INC (TSLA) - 1.83%
#11
FRANKLIN RESOURCES INC (BEN) - 3.29%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32%
#12
SONOCO PRODUCTS CO (SON) - 3.22%
ADVANCED MICRO DEVICES INC (AMD) - 1.30%
#13
COREBRIDGE FINANCIAL INC (CRBG) - 3.10%
ELI LILLY AND CO (LLY) - 1.29%
#14
CITIGROUP INC (C) - 3.07%
JPMORGAN CHASE & CO (JPM) - 1.24%
#15
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 3.04%
EXXON MOBIL CORP (XOM) - 0.96%
#16
M&T BANK CORP (MTB) - 2.99%
JOHNSON & JOHNSON (JNJ) - 0.82%
#17
AVISTA CORP (AVA) - 2.98%
VISA INC CLASS A (V) - 0.82%
#18
PROVIDENT FINANCIAL SERVICES INC (PFS) - 2.96%
INTEL CORP (INTC) - 0.78%
#19
AT&T INC (T) - 2.94%
CISCO SYSTEMS INC (CSCO) - 0.77%
#20
ENBRIDGE INC (ENB) - 2.92%
WALMART INC (WMT) - 0.76%
#21
PFIZER INC (PFE) - 2.86%
COSTCO WHOLESALE CORP (COST) - 0.65%
#22
ONEOK INC (OKE) - 2.79%
CATERPILLAR INC (CAT) - 0.65%
#23
THE SCOTTS MIRACLE GRO CO CLASS A (SMG) - 2.71%
ORACLE CORP (ORCL) - 0.64%
#24
ACCENTURE PLC CLASS A (ACN) - 2.64%
LAM RESEARCH CORP (LRCX) - 0.64%
#25
JM SMUCKER CO (SJM) - 2.60%
APPLIED MATERIALS INC (AMAT) - 0.60%
Total Holdings38505

DIVY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DIVY
+4.89%
SPY
+0.48%
3M
DIVY
+9.87%
Winner
SPY
+11.67%
6M
Winner
DIVY
+12.13%
SPY
+9.42%
1Y
DIVY
+19.24%
Winner
SPY
+24.27%
5Y(CAGR)
DIVY
+6.63%
Winner
SPY
+13.36%
10Y(CAGR)
DIVY
+3.62%
Winner
SPY
+15.42%
Max(CAGR)
DIVY
+3.56%
Winner
SPY
+8.49%

DIVY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDIVYSPY
2026+11.62%+8.88%
2025+7.52%+18.00%
2024+3.53%+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020-17.43%+17.28%
2019+8.66%+31.09%
2018-2.49%-5.24%
2017+3.78%+20.78%
2016+8.94%+13.59%
2015+0.14%+1.31%
2014+2.80%+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%

DIVY vs SPY Drawdown Comparison

The maximum drawdown for DIVY was -48.27%, occurring on Apr 1, 2020. Recovery took 213 trading sessions.

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

The current SPY drawdown is -2.35%.

RankDIVYSPY
#1-48.27%
Jan 22, 2020 - Aug 23, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-18.35%
Nov 29, 2024 - Jul 23, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-9.07%
Feb 20, 2026 - Jun 11, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-8.40%
Mar 13, 2018 - Jul 18, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-6.04%
Jul 23, 2025 - Dec 10, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-5.39%
Mar 2, 2017 - Jan 9, 2018		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.25%
Dec 23, 2014 - Jun 23, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.38%
Jul 18, 2019 - Nov 11, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.34%
Oct 18, 2024 - Nov 25, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.52%
Jan 12, 2018 - Feb 21, 2018		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.47%
Aug 30, 2024 - Sep 16, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.35%
Nov 11, 2019 - Nov 20, 2019		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.17%
Dec 31, 2019 - Jan 22, 2020		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.90%
Dec 6, 2019 - Dec 31, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.83%
Sep 19, 2024 - Oct 16, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between DIVY and SPY is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (1999 - 2026)

DIVY vs SPY dividend yield comparison.

YearDIVYSPY
20261.03%0.24%
20253.68%1.07%
20242.94%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20193.63%1.75%
20181.60%2.04%
20170.85%1.80%
20160.44%2.03%
20151.98%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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