EAD vs SPY
Comparison between Allspring Income Opportunities Fund (EAD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed EAD, delivering a return of +13.3% compared to +3.1%
EAD vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EAD vs SPY - Historical Returns
Returns include dividend reinvestment.
EAD vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EAD | SPY |
|---|---|---|
| 2026 | -1.30% | +8.26% |
| 2025 | +6.49% | +18.00% |
| 2024 | +14.98% | +25.59% |
| 2023 | +10.21% | +26.72% |
| 2022 | -21.22% | -18.64% |
| 2021 | +21.77% | +30.52% |
| 2020 | +6.21% | +17.28% |
| 2019 | +23.96% | +31.09% |
| 2018 | -7.27% | -5.24% |
| 2017 | +8.19% | +20.78% |
| 2016 | +25.62% | +13.59% |
| 2015 | -7.08% | +1.31% |
| 2014 | +5.54% | +14.56% |
| 2013 | -2.29% | +29.00% |
| 2012 | +7.88% | +14.17% |
| 2011 | +17.03% | +0.85% |
| 2010 | +10.22% | +13.14% |
| 2009 | +84.44% | +22.67% |
| 2008 | -44.13% | -36.25% |
| 2007 | -15.74% | +5.32% |
| 2006 | +24.52% | +13.85% |
| 2005 | -10.09% | +5.32% |
| 2004 | +16.42% | +10.75% |
| 2003 | +14.03% | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
EAD vs SPY Drawdown Comparison
The maximum drawdown for EAD was -67.35%, occurring on Nov 21, 2008. Recovery took 792 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current EAD drawdown is -3.96%. The current SPY drawdown is -2.90%.
| Rank | EAD | SPY |
|---|---|---|
| #1 | -67.35% May 31, 2007 - Jul 22, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -41.48% Feb 20, 2020 - Dec 2, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -29.37% Dec 31, 2021 - Sep 12, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -19.15% Apr 23, 2015 - Jun 8, 2016 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -18.90% May 13, 2011 - Dec 23, 2011 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -13.92% Feb 15, 2013 - Apr 23, 2014 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -12.84% Jan 7, 2005 - Aug 30, 2005 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -12.65% Feb 28, 2025 - Jun 5, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -11.97% Sep 29, 2017 - Feb 15, 2019 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -11.64% Sep 12, 2005 - Mar 3, 2006 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -11.27% Feb 1, 2012 - Jul 19, 2012 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -11.00% Nov 9, 2010 - Feb 17, 2011 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -10.75% Jan 12, 2004 - Jul 19, 2004 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -10.06% Aug 9, 2012 - Feb 5, 2013 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -9.65% Jul 11, 2014 - Mar 2, 2015 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EAD and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
EAD vs SPY dividend yield comparison.
| Year | EAD | SPY |
|---|---|---|
| 2026 | 4.16% | 0.24% |
| 2025 | 9.47% | 1.07% |
| 2024 | 9.08% | 1.21% |
| 2023 | 9.07% | 1.40% |
| 2022 | 10.97% | 1.65% |
| 2021 | 7.59% | 1.20% |
| 2020 | 8.51% | 1.52% |
| 2019 | 8.44% | 1.75% |
| 2018 | 9.12% | 2.04% |
| 2017 | 8.58% | 1.80% |
| 2016 | 9.62% | 2.03% |
| 2015 | 10.95% | 2.06% |
| 2014 | 9.18% | 1.87% |
| 2013 | 9.08% | 1.81% |
| 2012 | 9.57% | 2.18% |
| 2011 | 10.02% | 2.05% |
| 2010 | 10.84% | 1.80% |
| 2009 | 12.76% | 1.95% |
| 2008 | 23.83% | 3.02% |
| 2007 | 12.30% | 1.85% |
| 2006 | 9.74% | 1.73% |
| 2005 | 13.42% | 1.73% |
| 2004 | 12.26% | 1.82% |
| 2003 | 7.86% | 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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