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MYI vs SPY

Comparison between BlackRock MuniYield Quality Fund III Inc (MYI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MYI, delivering a return of +13.3% compared to -0.3%

MYI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MYI
$1.40B
Winner
SPY
$652B
Expense Ratio
MYI
N/A
SPY
0.09%
Max Drawdown
Winner
MYI
52.36%
SPY
56.47%
Sharpe Ratio
MYI
0.72
Winner
SPY
2.07
5Y Beta
Winner
MYI
0.25
SPY
1.00
P/E Ratio
MYI
N/A
SPY
28.24
Forward P/E
MYI
N/A
SPY
21.85
5Y Dividends CAGR
MYI
4.36%
Winner
SPY
5.43%
5Y EPS CAGR
MYI
N/A
SPY
25.79%
Debt to Equity
MYI
N/A
SPY
22.35%
P/S Ratio
MYI
N/A
SPY
3.55
P/B Ratio
MYI
N/A
SPY
5.29

MYI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MYI
+1.42%
Winner
SPY
+9.11%
3M
MYI
-0.16%
Winner
SPY
+6.59%
6M
MYI
+3.25%
Winner
SPY
+10.56%
1Y
MYI
+9.71%
Winner
SPY
+32.04%
5Y(CAGR)
MYI
-0.29%
Winner
SPY
+13.35%
10Y(CAGR)
MYI
+1.62%
Winner
SPY
+15.49%
Max(CAGR)
MYI
+5.20%
Winner
SPY
+8.50%

MYI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMYISPY
2026+3.24%+8.27%
2025+3.97%+18.00%
2024+0.99%+25.59%
2023+9.74%+26.72%
2022-20.19%-18.64%
2021+7.51%+30.52%
2020+11.67%+17.28%
2019+15.59%+31.09%
2018-8.28%-5.24%
2017+6.73%+20.78%
2016-2.32%+13.59%
2015+10.06%+1.31%
2014+17.90%+14.56%
2013-14.78%+29.00%
2012+14.67%+14.17%
2011+22.58%+0.85%
2010+7.25%+13.14%
2009+37.16%+22.67%
2008-25.84%-36.25%
2007-5.26%+5.32%
2006-1.25%+13.85%
2005+14.98%+5.32%
2004+3.56%+10.75%
2003+9.64%+24.18%
2002+6.03%-22.42%
2001+10.19%-10.13%
2000+17.18%-8.84%
1999-8.31%+8.61%

MYI vs SPY Drawdown Comparison

The maximum drawdown for MYI was -43.85%, occurring on Oct 10, 2008. Recovery took 590 trading sessions.

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

The current MYI drawdown is -6.57%.

RankMYISPY
#1-43.85%
May 4, 2007 - Sep 4, 2009
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-31.84%
Aug 25, 2021 - Oct 23, 2023
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-25.92%
Mar 6, 2020 - Dec 2, 2020
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.90%
Dec 6, 2012 - Jan 6, 2015
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-18.95%
Aug 24, 2010 - Nov 11, 2011
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.48%
Aug 12, 2016 - Aug 12, 2019
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.13%
Mar 24, 2004 - Jan 25, 2005
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-11.15%
Jan 6, 2006 - Dec 1, 2006
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.13%
Nov 5, 1999 - Aug 11, 2000
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.69%
Oct 9, 2002 - Apr 29, 2003
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.63%
Nov 13, 2001 - Jul 5, 2002
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.70%
Sep 6, 2005 - Dec 29, 2005
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.39%
Jun 16, 2003 - Jan 12, 2004
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.25%
Oct 8, 2009 - Feb 8, 2010
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.03%
Feb 1, 2012 - May 10, 2012
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MYI and SPY is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (1999 - 2026)

MYI vs SPY dividend yield comparison.

YearMYISPY
20262.01%0.24%
20256.13%1.07%
20246.03%1.21%
20234.30%1.40%
20225.22%1.65%
20214.17%1.20%
20203.84%1.52%
20193.89%1.75%
20185.01%2.04%
20175.88%1.80%
20166.20%2.03%
20156.03%2.06%
20146.29%1.87%
20136.82%1.81%
20125.67%2.18%
20116.12%2.05%
20106.59%1.80%
20095.77%1.95%
20087.42%3.02%
20075.29%1.85%
20065.26%1.73%
20058.48%1.73%
20046.94%1.82%
20036.45%1.47%
20026.53%1.70%
20016.24%1.25%
20002.56%1.15%
19990.00%0.24%

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