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DSM vs SPY

Comparison between BNY Mellon Strategic Municipal Bond Fund Inc (DSM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed DSM, delivering a return of +13.3% compared to -1.5%

DSM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DSM
$321M
Winner
SPY
$735B
Expense Ratio
DSM
N/A
SPY
0.09%
Max Drawdown
Winner
DSM
53.69%
SPY
56.47%
Sharpe Ratio
DSM
1.07
Winner
SPY
1.62
5Y Beta
Winner
DSM
0.19
SPY
1.00
P/E Ratio
DSM
N/A
SPY
28.99
Forward P/E
DSM
N/A
SPY
22.37
5Y Dividends CAGR
DSM
-4.74%
Winner
SPY
5.43%
5Y EPS CAGR
DSM
N/A
SPY
26.05%
Debt to Equity
DSM
N/A
SPY
32.40%
P/S Ratio
DSM
N/A
SPY
3.74
P/B Ratio
DSM
N/A
SPY
5.61

DSM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
DSM
+0.42%
Winner
SPY
+1.90%
3M
DSM
+1.29%
Winner
SPY
+8.55%
6M
DSM
+3.50%
Winner
SPY
+8.18%
1Y
DSM
+14.94%
Winner
SPY
+25.79%
5Y(CAGR)
DSM
-1.46%
Winner
SPY
+13.32%
10Y(CAGR)
DSM
+1.25%
Winner
SPY
+15.19%
Max(CAGR)
DSM
+5.15%
Winner
SPY
+8.47%

DSM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDSMSPY
2026+0.60%+8.26%
2025+10.70%+18.00%
2024+4.98%+25.59%
2023+3.00%+26.72%
2022-27.37%-18.64%
2021+11.90%+30.52%
2020+3.37%+17.28%
2019+18.05%+31.09%
2018-13.10%-5.24%
2017+12.39%+20.78%
2016+4.71%+13.59%
2015+7.30%+1.31%
2014+15.36%+14.56%
2013-16.99%+29.00%
2012+14.93%+14.17%
2011+24.19%+0.85%
2010+5.63%+13.14%
2009+45.32%+22.67%
2008-24.63%-36.25%
2007-13.34%+5.32%
2006+23.72%+13.85%
2005+1.31%+5.32%
2004+4.76%+10.75%
2003+18.37%+24.18%
2002+2.05%-22.42%
2001+3.76%-10.13%
2000+23.02%-8.84%
1999-6.54%+8.61%

DSM vs SPY Drawdown Comparison

The maximum drawdown for DSM was -49.10%, occurring on Oct 10, 2008. Recovery took 691 trading sessions.

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

The current DSM drawdown is -11.86%. The current SPY drawdown is -2.90%.

RankDSMSPY
#1-49.10%
May 4, 2007 - Feb 1, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-38.73%
Aug 3, 2021 - Oct 25, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-31.97%
Nov 6, 2019 - May 5, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-23.32%
Jan 9, 2013 - Dec 21, 2015		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-17.18%
Oct 1, 2010 - Aug 31, 2011		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.59%
Aug 2, 2017 - May 9, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-16.42%
Feb 18, 2004 - Nov 3, 2004		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-13.68%
Jul 8, 2005 - Aug 16, 2006		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-12.71%
Sep 30, 2002 - Mar 4, 2003		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-12.32%
Nov 12, 1999 - Jan 28, 2000		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.03%
Aug 13, 2001 - Jul 1, 2002		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.60%
Sep 28, 2016 - Jul 12, 2017		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.55%
Jun 16, 2003 - Jan 7, 2004		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.87%
Jan 28, 2000 - Apr 4, 2000		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.89%
Sep 30, 2011 - Dec 6, 2011		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between DSM 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)

DSM vs SPY dividend yield comparison.

YearDSMSPY
20262.08%0.24%
20254.07%1.07%
20243.72%1.21%
20234.27%1.40%
20225.95%1.65%
20214.31%1.20%
20204.57%1.52%
20195.19%1.75%
20186.11%2.04%
20175.82%1.80%
20166.19%2.03%
20156.17%2.06%
20147.71%1.87%
20137.68%1.81%
20126.60%2.18%
20116.56%2.05%
20107.22%1.80%
20096.09%1.95%
20088.38%3.02%
20076.37%1.85%
20065.39%1.73%
20057.15%1.73%
20047.19%1.82%
20036.90%1.47%
20026.94%1.70%
20016.67%1.25%
20006.94%1.15%
19991.36%0.24%

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