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 +13.3% compared to +10.2%
DJD vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DJD
$449M
Winner
SPY
$735B
Expense Ratio
Winner
DJD
0.07%
SPY
0.09%
Max Drawdown
Winner
DJD
35.36%
SPY
56.47%
Sharpe Ratio
Winner
DJD
1.83
SPY
1.62
5Y Beta
Winner
DJD
0.53
SPY
1.00
P/E Ratio
Winner
DJD
20.60
SPY
28.99
Forward P/E
Winner
DJD
17.45
SPY
22.37
PEG Ratio
DJD
0.76
SPY
N/A
5Y Dividends CAGR
DJD
2.56%
Winner
SPY
5.43%
5Y EPS CAGR
DJD
7.35%
Winner
SPY
26.05%
Debt to Equity
Winner
DJD
-50.47%
SPY
32.40%
P/S Ratio
Winner
DJD
2.42
SPY
3.74
P/B Ratio
Winner
DJD
4.30
SPY
5.61
DJD vs SPY - Holdings Comparison
DJD and SPY have 29 common holdings. Overlap is 13.97%
DJD's top 25 holdings weight is 97.79%. SPY's top 25 holdings weight is 52.37%.
| Rank | DJD | SPY |
|---|---|---|
| #1 | VERIZON COMMUNICATIONS INC (VZ) - 9.71% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | UNITEDHEALTH GROUP INC (UNH) - 7.16% | APPLE INC (AAPL) - 7.02% |
| #3 | CHEVRON CORP (CVX) - 6.60% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | CISCO SYSTEMS INC (CSCO) - 5.76% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | MERCK & CO INC (MRK) - 5.09% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 5.07% | BROADCOM INC (AVGO) - 3.10% |
| #7 | COCA-COLA CO (KO) - 4.84% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | THE GOLDMAN SACHS GROUP INC (GS) - 4.55% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | PROCTER & GAMBLE CO (PG) - 4.24% | TESLA INC (TSLA) - 1.89% |
| #10 | AMGEN INC (AMGN) - 4.15% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | THE HOME DEPOT INC (HD) - 3.90% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | NIKE INC CLASS B (NKE) - 3.83% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | JPMORGAN CHASE & CO (JPM) - 3.83% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | JOHNSON & JOHNSON (JNJ) - 3.56% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | HONEYWELL INTERNATIONAL INC (HON) - 3.40% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | MCDONALD'S CORP (MCD) - 3.37% | INTEL CORP (INTC) - 0.90% |
| #17 | 3M CO (MMM) - 3.37% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | THE TRAVELERS COMPANIES INC (TRV) - 2.61% | VISA INC CLASS A (V) - 0.85% |
| #19 | THE WALT DISNEY CO (DIS) - 2.60% | WALMART INC (WMT) - 0.81% |
| #20 | AMERICAN EXPRESS CO (AXP) - 1.94% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | CATERPILLAR INC (CAT) - 1.88% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | MICROSOFT CORP (MSFT) - 1.71% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | VISA INC CLASS A (V) - 1.59% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | SHERWIN-WILLIAMS CO (SHW) - 1.53% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | SALESFORCE INC (CRM) - 1.50% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 30 | 505 |
DJD vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DJD
+4.52%
SPY
+1.90%
3M
DJD
+3.30%
Winner
SPY
+8.55%
6M
Winner
DJD
+11.01%
SPY
+8.18%
1Y
DJD
+24.89%
Winner
SPY
+25.79%
5Y(CAGR)
DJD
+10.16%
Winner
SPY
+13.32%
10Y(CAGR)
DJD
+12.40%
Winner
SPY
+15.19%
Max(CAGR)
Winner
DJD
+12.25%
SPY
+8.47%
DJD vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DJD | SPY |
|---|---|---|
| 2026 | +10.55% | +8.26% |
| 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 -0.63%. The current SPY drawdown is -2.90%.
| 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 | 0.62% | 0.24% |
| 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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