EDF vs SPY
Comparison between Virtus Stone Harbor Emerging Markets Income Fund (EDF, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed EDF, delivering a return of +13.8% compared to +5.9%
EDF vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EDF vs SPY - Historical Returns
Returns include dividend reinvestment.
EDF vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EDF | SPY |
|---|---|---|
| 2026 | +19.45% | +10.80% |
| 2025 | +19.95% | +18.00% |
| 2024 | +25.32% | +25.59% |
| 2023 | +17.80% | +26.72% |
| 2022 | -28.32% | -18.64% |
| 2021 | -6.82% | +30.52% |
| 2020 | -31.22% | +17.28% |
| 2019 | +44.37% | +31.09% |
| 2018 | -19.34% | -5.24% |
| 2017 | +22.61% | +20.78% |
| 2016 | +41.18% | +13.59% |
| 2015 | -9.74% | +1.31% |
| 2014 | -6.26% | +14.56% |
| 2013 | -19.19% | +29.00% |
| 2012 | +25.22% | +14.17% |
| 2011 | -9.26% | +0.85% |
| 2010 | -0.04% | +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% |
EDF vs SPY Drawdown Comparison
The maximum drawdown for EDF was -64.13%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current EDF drawdown is -1.35%. The current SPY drawdown is -0.62%.
| Rank | EDF | SPY |
|---|---|---|
| #1 | -64.13% Jan 15, 2020 - Oct 20, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -45.74% Feb 20, 2013 - Feb 7, 2017 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -28.36% Jan 26, 2018 - Jun 7, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -13.72% Sep 6, 2011 - Jan 26, 2012 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -12.48% Oct 11, 2017 - Jan 22, 2018 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -10.11% Aug 1, 2019 - Dec 24, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.84% May 8, 2012 - Jul 31, 2012 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.79% Aug 1, 2011 - Sep 6, 2011 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -7.09% Jun 14, 2017 - Jul 28, 2017 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.25% Jan 13, 2011 - Apr 14, 2011 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -4.74% Mar 7, 2017 - Mar 15, 2017 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.66% Jul 31, 2017 - Aug 29, 2017 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.54% May 20, 2011 - Jul 26, 2011 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.45% Feb 17, 2012 - May 7, 2012 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.50% Oct 17, 2012 - Nov 19, 2012 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EDF and SPY is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (1999 - 2026)
EDF vs SPY dividend yield comparison.
| Year | EDF | SPY |
|---|---|---|
| 2026 | 6.49% | 0.24% |
| 2025 | 14.49% | 1.07% |
| 2024 | 15.32% | 1.21% |
| 2023 | 16.71% | 1.40% |
| 2022 | 17.31% | 1.65% |
| 2021 | 12.91% | 1.20% |
| 2020 | 16.46% | 1.52% |
| 2019 | 15.67% | 1.75% |
| 2018 | 19.37% | 2.04% |
| 2017 | 13.58% | 1.80% |
| 2016 | 14.75% | 2.03% |
| 2015 | 17.93% | 2.06% |
| 2014 | 13.92% | 1.87% |
| 2013 | 11.79% | 1.81% |
| 2012 | 8.72% | 2.18% |
| 2011 | 9.48% | 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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