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LEO vs SPY

Comparison between BNY Mellon Strategic Municipals Inc (LEO, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed LEO, delivering a return of +13.3% compared to -2.4%

LEO vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
LEO
$427M
Winner
SPY
$735B
Expense Ratio
LEO
N/A
SPY
0.09%
Max Drawdown
Winner
LEO
54.53%
SPY
56.47%
Sharpe Ratio
LEO
1.07
Winner
SPY
1.62
5Y Beta
Winner
LEO
0.17
SPY
1.00
P/E Ratio
LEO
N/A
SPY
28.99
Forward P/E
LEO
N/A
SPY
22.37
5Y Dividends CAGR
LEO
-7.57%
Winner
SPY
5.43%
5Y EPS CAGR
LEO
N/A
SPY
26.05%
Debt to Equity
LEO
N/A
SPY
32.40%
P/S Ratio
LEO
N/A
SPY
3.74
P/B Ratio
LEO
N/A
SPY
5.61

LEO vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
LEO
+0.09%
Winner
SPY
+1.90%
3M
LEO
+0.44%
Winner
SPY
+8.55%
6M
LEO
+3.35%
Winner
SPY
+8.18%
1Y
LEO
+14.63%
Winner
SPY
+25.79%
5Y(CAGR)
LEO
-2.39%
Winner
SPY
+13.32%
10Y(CAGR)
LEO
+1.13%
Winner
SPY
+15.19%
Max(CAGR)
LEO
+4.81%
Winner
SPY
+8.47%

LEO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLEOSPY
2026+1.84%+8.26%
2025+8.40%+18.00%
2024+6.40%+25.59%
2023-1.05%+26.72%
2022-23.74%-18.64%
2021+5.05%+30.52%
2020+4.86%+17.28%
2019+22.72%+31.09%
2018-12.42%-5.24%
2017+8.83%+20.78%
2016+3.50%+13.59%
2015+11.03%+1.31%
2014+15.50%+14.56%
2013-16.60%+29.00%
2012+14.70%+14.17%
2011+23.10%+0.85%
2010+3.15%+13.14%
2009+46.92%+22.67%
2008-27.48%-36.25%
2007-7.07%+5.32%
2006+13.96%+13.85%
2005+7.55%+5.32%
2004-7.35%+10.75%
2003+10.84%+24.18%
2002+6.78%-22.42%
2001+22.11%-10.13%
2000N/A-8.84%
1999N/A+8.61%

LEO vs SPY Drawdown Comparison

The maximum drawdown for LEO was -47.31%, occurring on Oct 10, 2008. Recovery took 671 trading sessions.

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

The current LEO drawdown is -17.31%. The current SPY drawdown is -2.90%.

RankLEOSPY
#1-47.31%
May 7, 2007 - Jan 5, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-41.48%
Aug 27, 2021 - Oct 25, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-30.28%
Feb 25, 2020 - Feb 5, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-23.62%
Jan 8, 2013 - Nov 3, 2015		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-21.68%
Jan 21, 2004 - Sep 7, 2005		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-19.81%
Sep 10, 2010 - Oct 12, 2011		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-17.32%
Aug 1, 2017 - Jul 2, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.16%
Jul 8, 2016 - Jul 11, 2017		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.77%
Oct 1, 2002 - Apr 29, 2003		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.61%
Jun 12, 2003 - Jan 7, 2004		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.85%
Aug 28, 2001 - Dec 31, 2001		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.30%
Sep 7, 2005 - Mar 29, 2006		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.69%
Mar 12, 2012 - May 9, 2012		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.02%
Nov 29, 2012 - Jan 8, 2013		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.98%
Dec 31, 2001 - Apr 5, 2002		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between LEO and SPY is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

Dividend Comparison (1999 - 2026)

LEO vs SPY dividend yield comparison.

YearLEOSPY
20261.99%0.24%
20254.03%1.07%
20243.77%1.21%
20234.37%1.40%
20225.66%1.65%
20214.84%1.20%
20204.95%1.52%
20194.94%1.75%
20185.96%2.04%
20175.97%1.80%
20166.14%2.03%
20156.04%2.06%
20147.11%1.87%
20137.74%1.81%
20126.16%2.18%
20116.61%2.05%
20107.54%1.80%
20096.32%1.95%
20088.94%3.02%
20076.13%1.85%
20065.03%1.73%
20056.51%1.73%
20047.38%1.82%
20037.32%1.47%
20027.14%1.70%
20015.74%1.25%
20000.00%1.15%
19990.00%0.24%

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