ERH vs SPY
Comparison between Allspring Utilities and High Income Fund (ERH, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed ERH, delivering a return of +13.3% compared to +4.1%
ERH vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ERH vs SPY - Historical Returns
Returns include dividend reinvestment.
ERH vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ERH | SPY |
|---|---|---|
| 2026 | +3.54% | +8.26% |
| 2025 | +19.30% | +18.00% |
| 2024 | +24.86% | +25.59% |
| 2023 | -11.14% | +26.72% |
| 2022 | -18.66% | -18.64% |
| 2021 | +24.09% | +30.52% |
| 2020 | -2.29% | +17.28% |
| 2019 | +31.38% | +31.09% |
| 2018 | -8.20% | -5.24% |
| 2017 | +18.00% | +20.78% |
| 2016 | +15.44% | +13.59% |
| 2015 | -7.58% | +1.31% |
| 2014 | +16.65% | +14.56% |
| 2013 | +13.20% | +29.00% |
| 2012 | +9.30% | +14.17% |
| 2011 | +3.37% | +0.85% |
| 2010 | -17.01% | +13.14% |
| 2009 | +39.98% | +22.67% |
| 2008 | -51.44% | -36.25% |
| 2007 | +16.01% | +5.32% |
| 2006 | +63.33% | +13.85% |
| 2005 | +15.48% | +5.32% |
| 2004 | +9.31% | +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% |
ERH vs SPY Drawdown Comparison
The maximum drawdown for ERH was -69.81%, occurring on Mar 9, 2009. Recovery took 2326 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current ERH drawdown is -6.31%. The current SPY drawdown is -2.90%.
| Rank | ERH | SPY |
|---|---|---|
| #1 | -69.81% Jan 11, 2008 - Apr 7, 2017 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -46.06% Feb 20, 2020 - Jun 10, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -37.84% Dec 15, 2021 - Jun 3, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -25.62% Apr 12, 2007 - Oct 23, 2007 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -14.12% May 3, 2004 - Nov 4, 2004 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -13.93% Dec 12, 2017 - Aug 10, 2018 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -13.90% Nov 13, 2007 - Dec 31, 2007 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -12.90% Sep 13, 2018 - Feb 4, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.85% Sep 14, 2021 - Dec 6, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -10.95% Jan 3, 2007 - Mar 21, 2007 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.36% Oct 7, 2025 - Feb 25, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.83% May 4, 2026 - May 18, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.38% Feb 27, 2026 - May 1, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.79% Oct 4, 2005 - Jan 18, 2006 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.40% Mar 7, 2005 - Jun 7, 2005 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between ERH and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
ERH vs SPY dividend yield comparison.
| Year | ERH | SPY |
|---|---|---|
| 2026 | 3.58% | 0.24% |
| 2025 | 8.13% | 1.07% |
| 2024 | 7.15% | 1.21% |
| 2023 | 9.19% | 1.40% |
| 2022 | 8.09% | 1.65% |
| 2021 | 5.86% | 1.20% |
| 2020 | 7.20% | 1.52% |
| 2019 | 6.53% | 1.75% |
| 2018 | 8.06% | 2.04% |
| 2017 | 6.82% | 1.80% |
| 2016 | 7.53% | 2.03% |
| 2015 | 8.04% | 2.06% |
| 2014 | 7.03% | 1.87% |
| 2013 | 7.63% | 1.81% |
| 2012 | 8.05% | 2.18% |
| 2011 | 8.07% | 2.05% |
| 2010 | 8.67% | 1.80% |
| 2009 | 8.96% | 1.95% |
| 2008 | 23.94% | 3.02% |
| 2007 | 15.45% | 1.85% |
| 2006 | 12.10% | 1.73% |
| 2005 | 20.46% | 1.73% |
| 2004 | 5.12% | 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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