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FTHY vs SPY

Comparison between First Trust High Yield Opportunities 2027 Term Fund (FTHY, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed FTHY, delivering a return of +13.4% compared to +2.6%

FTHY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
FTHY
$491M
Winner
SPY
$784B
Expense Ratio
FTHY
N/A
SPY
0.09%
Max Drawdown
Winner
FTHY
41.62%
SPY
56.47%
Sharpe Ratio
FTHY
0.02
Winner
SPY
1.56
5Y Beta
Winner
FTHY
0.31
SPY
1.00
Industry
FTHY
Asset Management
SPY
N/A
P/E Ratio
Winner
FTHY
10.79
SPY
28.29
Forward P/E
FTHY
N/A
SPY
21.75
5Y Dividends CAGR
Winner
FTHY
6.36%
SPY
5.43%
5Y EPS CAGR
FTHY
N/A
SPY
25.98%
Debt to Equity
FTHY
33.30%
Winner
SPY
30.79%
Free Cash Flow Yield
FTHY
6.15%
SPY
N/A
P/S Ratio
FTHY
12.83
Winner
SPY
3.79
P/B Ratio
Winner
FTHY
0.89
SPY
5.67

FTHY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FTHY
+0.85%
SPY
+0.48%
3M
FTHY
+3.11%
Winner
SPY
+11.67%
6M
FTHY
+1.95%
Winner
SPY
+9.42%
1Y
FTHY
+3.88%
Winner
SPY
+24.27%
5Y(CAGR)
FTHY
+2.58%
Winner
SPY
+13.36%
10Y(CAGR)
FTHY
N/A
SPY
+15.42%
Max(CAGR)
FTHY
+3.11%
Winner
SPY
+8.49%

FTHY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFTHYSPY
2026+0.61%+8.88%
2025+7.39%+18.00%
2024+15.62%+25.59%
2023+14.12%+26.72%
2022-27.13%-18.64%
2021+9.39%+30.52%
2020+4.64%+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

FTHY vs SPY Drawdown Comparison

The maximum drawdown for FTHY was -31.19%, occurring on Oct 14, 2022. Recovery took 851 trading sessions.

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

The current FTHY drawdown is -1.85%. The current SPY drawdown is -2.35%.

RankFTHYSPY
#1-31.19%
Jan 11, 2022 - Jun 4, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-9.25%
Jul 24, 2020 - Jul 12, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-5.68%
Nov 9, 2021 - Jan 11, 2022		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-5.45%
Feb 9, 2026 - May 29, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-4.31%
Sep 9, 2025 - Feb 9, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-3.31%
May 29, 2026 - Jun 5, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-3.28%
Sep 27, 2021 - Oct 29, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.91%
Jul 12, 2021 - Jul 22, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.69%
Aug 30, 2021 - Sep 27, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.62%
Jul 18, 2025 - Sep 8, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.47%
Aug 2, 2021 - Aug 24, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.46%
Jul 16, 2020 - Jul 24, 2020		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.36%
Jul 3, 2025 - Jul 18, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.29%
Jul 8, 2020 - Jul 15, 2020		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.27%
Jul 22, 2021 - Aug 2, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FTHY and SPY is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (1999 - 2026)

FTHY vs SPY dividend yield comparison.

YearFTHYSPY
20265.58%0.24%
202510.66%1.07%
202410.70%1.21%
202310.22%1.40%
202211.85%1.65%
20217.83%1.20%
20202.94%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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