StockComparison Logo
vs

LDDR vs SPY

Comparison between Stone Ridge 2035 Term Income ETF (LDDR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

LDDR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
LDDR
$43M
Winner
SPY
$735B
Expense Ratio
LDDR
0.25%
Winner
SPY
0.09%
Max Drawdown
Winner
LDDR
14.15%
SPY
56.47%
Sharpe Ratio
LDDR
-0.27
Winner
SPY
1.62
5Y Beta
Winner
LDDR
0.01
SPY
1.00
P/E Ratio
LDDR
N/A
SPY
28.99
Forward P/E
LDDR
N/A
SPY
22.37
5Y Dividends CAGR
LDDR
N/A
SPY
5.43%
5Y EPS CAGR
LDDR
N/A
SPY
26.05%
Debt to Equity
LDDR
N/A
SPY
32.40%
P/S Ratio
LDDR
N/A
SPY
3.74
P/B Ratio
LDDR
N/A
SPY
5.61

LDDR vs SPY - Holdings Comparison

LDDR and SPY have 1 common holdings. Overlap is 0.00%

LDDR's top 25 holdings weight is 99.96%. SPY's top 25 holdings weight is 52.37%.

RankLDDRSPY
#1
UNITED STATES TREASURY NOTES 3.88% (n/a) - 29.90%
NVIDIA CORP (NVDA) - 8.10%
#2
UNITED STATES TREASURY NOTES 3.13% (n/a) - 13.98%
APPLE INC (AAPL) - 7.02%
#3
UNITED STATES TREASURY NOTES 2.75% (n/a) - 10.15%
MICROSOFT CORP (MSFT) - 4.79%
#4
UNITED STATES TREASURY NOTES 3.63% (n/a) - 8.92%
AMAZON.COM INC (AMZN) - 4.02%
#5
UNITED STATES TREASURY NOTES 4.5% (n/a) - 8.21%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
UNITED STATES TREASURY NOTES 3.75% (n/a) - 7.89%
BROADCOM INC (AVGO) - 3.10%
#7
UNITED STATES TREASURY NOTES 4% (n/a) - 6.10%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
UNITED STATES TREASURY NOTES 4.25% (n/a) - 5.59%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
UNITED STATES TREASURY NOTES 3.5% (n/a) - 2.53%
TESLA INC (TSLA) - 1.89%
#10
UNITED STATES TREASURY NOTES 4.13% (n/a) - 2.43%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.39%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.39%
ELI LILLY AND CO (LLY) - 1.31%
#13
OTHER ASSETS AND LIABILITIES (n/a) - 0.80%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
UNITED STATES TREASURY NOTES 1.25% (n/a) - 0.32%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
UNITED STATES TREASURY NOTES 3.38% (n/a) - 0.15%
EXXON MOBIL CORP (XOM) - 0.97%
#16
UNITED STATES TREASURY BONDS 4.5% (n/a) - 0.09%
INTEL CORP (INTC) - 0.90%
#17
UNITED STATES TREASURY BONDS 4.63% (n/a) - 0.07%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
UNITED STATES TREASURY BONDS 2.38% (n/a) - 0.03%
VISA INC CLASS A (V) - 0.85%
#19
UNITED STATES TREASURY BONDS 4.13% (n/a) - 0.01%
WALMART INC (WMT) - 0.81%
#20
UNITED STATES TREASURY BONDS 4.75% (n/a) - 0.01%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
UNITED STATES TREASURY NOTES 4.63% (n/a) - 0.00%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22N/A
CATERPILLAR INC (CAT) - 0.66%
#23N/A
MASTERCARD INC CLASS A (MA) - 0.62%
#24N/A
LAM RESEARCH CORP (LRCX) - 0.62%
#25N/A
ABBVIE INC (ABBV) - 0.58%
Total Holdings21505

LDDR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
LDDR
-0.42%
Winner
SPY
+1.90%
3M
LDDR
-1.29%
Winner
SPY
+8.55%
6M
LDDR
-0.30%
Winner
SPY
+8.18%
1Y
LDDR
+3.01%
Winner
SPY
+25.79%
5Y(CAGR)
LDDR
N/A
SPY
+13.32%
10Y(CAGR)
LDDR
N/A
SPY
+15.19%
Max(CAGR)
LDDR
+4.37%
Winner
SPY
+8.47%

LDDR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLDDRSPY
2026-0.48%+8.26%
2025+6.75%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+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%

LDDR vs SPY Drawdown Comparison

The maximum drawdown for LDDR was -2.49%, occurring on May 19, 2026. 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 LDDR drawdown is -2.03%. The current SPY drawdown is -2.90%.

RankLDDRSPY
#1-2.49%
Feb 27, 2026 - May 19, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-2.38%
Apr 4, 2025 - Jun 30, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-1.21%
Feb 28, 2025 - Apr 3, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-1.07%
Jun 30, 2025 - Aug 1, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-1.01%
Feb 5, 2025 - Feb 21, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-0.81%
Oct 21, 2025 - Nov 24, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-0.80%
Nov 26, 2025 - Feb 10, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.73%
Jan 6, 2025 - Jan 15, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.70%
Sep 16, 2025 - Oct 10, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.43%
Aug 13, 2025 - Aug 22, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.30%
Jan 21, 2025 - Jan 27, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.27%
Aug 29, 2025 - Sep 4, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.26%
Aug 4, 2025 - Aug 13, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.19%
Feb 10, 2026 - Feb 12, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.17%
Feb 13, 2026 - Feb 23, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between LDDR and SPY is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78
-101

Dividend Comparison (1999 - 2026)

LDDR vs SPY dividend yield comparison.

YearLDDRSPY
20266.36%0.24%
202514.63%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%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%

Select Stocks to Compare

Popular: LDDR vs SPY