HYG vs SPMD
Comparison between ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF (HYG, ETF) and SPDR(R) PORTFOLIO S&P 400 MID CAP ETF (SPMD, ETF).
5-Year PerformanceSPMD has outperformed HYG, delivering a return of +8.5% compared to +3.9%
HYG vs SPMD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HYG vs SPMD - Historical Returns
Returns include dividend reinvestment.
HYG vs SPMD - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | HYG | SPMD |
|---|---|---|
| 2026 | +0.99% | +9.85% |
| 2025 | +8.34% | +7.70% |
| 2024 | +8.33% | +14.26% |
| 2023 | +11.32% | +16.97% |
| 2022 | -10.95% | -13.41% |
| 2021 | +3.96% | +26.68% |
| 2020 | +4.04% | +13.36% |
| 2019 | +14.24% | +25.15% |
| 2018 | -2.11% | -11.76% |
| 2017 | +5.63% | +14.82% |
| 2016 | +14.09% | +20.57% |
| 2015 | -5.03% | -2.73% |
| 2014 | +1.72% | +9.38% |
| 2013 | +4.77% | +35.41% |
| 2012 | +11.30% | +15.80% |
| 2011 | +6.68% | -2.07% |
| 2010 | +11.02% | +23.61% |
| 2009 | +28.98% | +43.74% |
| 2008 | -16.57% | -37.86% |
| 2007 | +1.62% | +4.98% |
| 2006 | N/A | +11.73% |
| 2005 | N/A | +3.21% |
HYG vs SPMD Drawdown Comparison
The maximum drawdown for HYG was -34.28%, occurring on Nov 20, 2008. Recovery took 556 trading sessions.
The maximum drawdown for SPMD was -57.65%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The current HYG drawdown is -0.45%. The current SPMD drawdown is -1.74%.
| Rank | HYG | SPMD |
|---|---|---|
| #1 | -34.28% Sep 19, 2007 - Dec 2, 2009 | -57.65% Jul 17, 2007 - Dec 17, 2010 |
| #2 | -22.03% Feb 13, 2020 - Nov 4, 2020 | -41.85% Feb 20, 2020 - Nov 9, 2020 |
| #3 | -15.79% Dec 27, 2021 - Mar 7, 2024 | -27.47% Apr 29, 2011 - Mar 15, 2012 |
| #4 | -13.44% Apr 15, 2015 - Jul 8, 2016 | -24.96% Jun 22, 2015 - Nov 14, 2016 |
| #5 | -10.05% Jul 22, 2011 - Oct 24, 2011 | -24.31% Aug 29, 2018 - Dec 19, 2019 |
| #6 | -8.38% May 25, 2007 - Sep 18, 2007 | -24.09% Nov 25, 2024 - Dec 10, 2025 |
| #7 | -7.90% Oct 27, 2011 - Dec 23, 2011 | -23.70% Nov 16, 2021 - Feb 9, 2024 |
| #8 | -7.07% Apr 23, 2010 - Jul 20, 2010 | -12.22% Mar 19, 2012 - Sep 13, 2012 |
| #9 | -7.05% May 8, 2013 - Nov 29, 2013 | -11.85% May 8, 2006 - Nov 15, 2006 |
| #10 | -6.42% Jun 25, 2014 - Apr 15, 2015 | -11.64% Jul 2, 2014 - Nov 25, 2014 |
| #11 | -6.41% Oct 1, 2018 - Jan 31, 2019 | -9.37% Jan 26, 2018 - May 21, 2018 |
| #12 | -6.05% Jan 8, 2010 - Mar 16, 2010 | -8.86% Feb 20, 2026 - Apr 17, 2026 |
| #13 | -4.56% May 18, 2011 - Jul 7, 2011 | -7.83% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.56% Feb 28, 2025 - May 12, 2025 | -7.14% Sep 14, 2012 - Dec 18, 2012 |
| #15 | -4.50% May 2, 2012 - Jun 29, 2012 | -7.12% Mar 28, 2024 - May 15, 2024 |
Correlation
Correlation between HYG and SPMD is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
HYG vs SPMD dividend yield comparison.
| Year | HYG | SPMD |
|---|---|---|
| 2026 | 2.00% | 0.29% |
| 2025 | 5.71% | 1.39% |
| 2024 | 6.01% | 1.42% |
| 2023 | 5.74% | 1.47% |
| 2022 | 5.30% | 1.64% |
| 2021 | 4.02% | 1.24% |
| 2020 | 4.88% | 1.30% |
| 2019 | 4.99% | 1.57% |
| 2018 | 5.54% | 1.85% |
| 2017 | 5.12% | 1.97% |
| 2016 | 5.27% | 2.13% |
| 2015 | 5.90% | 5.33% |
| 2014 | 5.69% | 5.71% |
| 2013 | 6.10% | 10.67% |
| 2012 | 6.60% | 2.48% |
| 2011 | 7.51% | 1.34% |
| 2010 | 8.25% | 1.13% |
| 2009 | 9.48% | 1.31% |
| 2008 | 10.08% | 2.34% |
| 2007 | 5.23% | 6.04% |
| 2006 | 0.00% | 2.73% |
| 2005 | 0.00% | 0.18% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks