DJD vs SPY
Comparison between INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF (DJD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed DJD, delivering a return of +13.0% compared to +11.2%
DJD vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DJD
$464M
Winner
SPY
$781B
Expense Ratio
Winner
DJD
0.07%
SPY
0.09%
Max Drawdown
Winner
DJD
35.36%
SPY
56.47%
Sharpe Ratio
Winner
DJD
1.68
SPY
1.25
5Y Beta
Winner
DJD
0.52
SPY
1.00
P/E Ratio
Winner
DJD
23.51
SPY
28.78
Forward P/E
Winner
DJD
19.72
SPY
21.23
PEG Ratio
DJD
0.76
SPY
N/A
5Y Dividends CAGR
DJD
3.44%
Winner
SPY
6.00%
5Y EPS CAGR
DJD
8.02%
Winner
SPY
25.62%
Debt to Equity
Winner
DJD
-55.03%
SPY
31.92%
P/S Ratio
Winner
DJD
2.61
SPY
3.76
P/B Ratio
Winner
DJD
5.10
SPY
5.64
DJD vs SPY - Holdings Comparison
DJD and SPY have 28 common holdings. Overlap is 13.84%
DJD's top 25 holdings weight is 98.99%. SPY's top 25 holdings weight is 51.74%.
| Rank | DJD | SPY |
|---|---|---|
| #1 | UNITEDHEALTH GROUP INC (UNH) - 8.87% | NVIDIA CORP (NVDA) - 7.89% |
| #2 | CHEVRON CORP (CVX) - 6.73% | APPLE INC (AAPL) - 7.37% |
| #3 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 6.45% | MICROSOFT CORP (MSFT) - 4.50% |
| #4 | CISCO SYSTEMS INC (CSCO) - 6.23% | AMAZON.COM INC (AMZN) - 3.82% |
| #5 | MERCK & CO INC (MRK) - 5.75% | ALPHABET INC CLASS A (GOOGL) - 3.33% |
| #6 | COCA-COLA CO (KO) - 5.38% | BROADCOM INC (AVGO) - 2.86% |
| #7 | THE GOLDMAN SACHS GROUP INC (GS) - 5.22% | ALPHABET INC CLASS C (GOOG) - 2.68% |
| #8 | AMGEN INC (AMGN) - 4.86% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #9 | PROCTER & GAMBLE CO (PG) - 4.71% | TESLA INC (TSLA) - 1.70% |
| #10 | THE HOME DEPOT INC (HD) - 4.60% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | JPMORGAN CHASE & CO (JPM) - 4.53% | JPMORGAN CHASE & CO (JPM) - 1.42% |
| #12 | JOHNSON & JOHNSON (JNJ) - 4.34% | ELI LILLY AND CO (LLY) - 1.40% |
| #13 | NIKE INC CLASS B (NKE) - 3.94% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #14 | 3M CO (MMM) - 3.67% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #15 | MCDONALD'S CORP (MCD) - 3.61% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.92% |
| #16 | THE TRAVELERS COMPANIES INC (TRV) - 3.12% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #17 | THE WALT DISNEY CO (DIS) - 2.62% | VISA INC CLASS A (V) - 0.90% |
| #18 | AMERICAN EXPRESS CO (AXP) - 2.34% | WALMART INC (WMT) - 0.76% |
| #19 | CATERPILLAR INC (CAT) - 2.10% | INTEL CORP (INTC) - 0.75% |
| #20 | VISA INC CLASS A (V) - 1.83% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #21 | HONEYWELL INTERNATIONAL INC (HON) - 1.77% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #22 | SHERWIN-WILLIAMS CO (SHW) - 1.77% | MASTERCARD INC CLASS A (MA) - 0.66% |
| #23 | MICROSOFT CORP (MSFT) - 1.71% | ABBVIE INC (ABBV) - 0.66% |
| #24 | SALESFORCE INC (CRM) - 1.47% | CATERPILLAR INC (CAT) - 0.65% |
| #25 | WALMART INC (WMT) - 1.37% | LAM RESEARCH CORP (LRCX) - 0.64% |
| Total Holdings | 29 | 505 |
DJD vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DJD
+2.25%
SPY
+0.52%
3M
DJD
+6.08%
Winner
SPY
+6.55%
6M
Winner
DJD
+10.13%
SPY
+9.76%
1Y
Winner
DJD
+22.45%
SPY
+20.32%
5Y(CAGR)
DJD
+11.18%
Winner
SPY
+13.01%
10Y(CAGR)
DJD
+12.13%
Winner
SPY
+15.06%
Max(CAGR)
Winner
DJD
+12.31%
SPY
+8.50%
DJD vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DJD | SPY |
|---|---|---|
| 2026 | +12.84% | +10.11% |
| 2025 | +15.83% | +18.00% |
| 2024 | +12.64% | +25.59% |
| 2023 | +9.13% | +26.72% |
| 2022 | -1.33% | -18.64% |
| 2021 | +23.83% | +30.52% |
| 2020 | +0.06% | +17.28% |
| 2019 | +22.32% | +31.09% |
| 2018 | -0.37% | -5.24% |
| 2017 | +20.68% | +20.78% |
| 2016 | +19.78% | +13.59% |
| 2015 | -0.12% | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
DJD vs SPY Drawdown Comparison
The maximum drawdown for DJD was -34.64%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current DJD drawdown is -1.64%. The current SPY drawdown is -1.24%.
| Rank | DJD | SPY |
|---|---|---|
| #1 | -34.64% Jan 17, 2020 - Dec 4, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -19.95% Apr 20, 2022 - Dec 14, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -14.03% Oct 3, 2018 - Feb 25, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -12.29% Feb 28, 2025 - Jul 1, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -11.95% Jan 26, 2018 - Sep 14, 2018 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -9.95% Dec 29, 2015 - Mar 16, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -6.72% Jan 12, 2022 - Mar 25, 2022 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -6.72% Nov 29, 2024 - Feb 13, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.68% Jul 29, 2019 - Nov 1, 2019 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.17% Apr 23, 2019 - Jun 18, 2019 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.68% Nov 3, 2021 - Dec 16, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.65% Feb 11, 2026 - May 22, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.34% Jan 14, 2021 - Feb 17, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.30% May 10, 2021 - Nov 3, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.15% Jun 23, 2016 - Jul 1, 2016 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between DJD and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
DJD vs SPY dividend yield comparison.
| Year | DJD | SPY |
|---|---|---|
| 2026 | 1.26% | 0.49% |
| 2025 | 2.62% | 1.07% |
| 2024 | 3.00% | 1.21% |
| 2023 | 3.49% | 1.40% |
| 2022 | 3.16% | 1.65% |
| 2021 | 2.82% | 1.20% |
| 2020 | 3.47% | 1.52% |
| 2019 | 2.80% | 1.75% |
| 2018 | 2.66% | 2.04% |
| 2017 | 2.75% | 1.80% |
| 2016 | 2.46% | 2.03% |
| 2015 | 0.08% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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