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ONEY vs PEO

Comparison between STATE STREET(R) SPDR(R) RUSSELL 1000 YIELD FOCUS ETF (ONEY, ETF) and Adams Natural Resources Fund Inc (PEO, ETF).

5-Year PerformancePEO has outperformed ONEY, delivering a return of +18.2% compared to +9.3%

ONEY vs PEO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ONEY
$794M
Winner
PEO
$797M
Expense Ratio
ONEY
0.20%
PEO
N/A
Max Drawdown
Winner
ONEY
47.48%
PEO
86.24%
Sharpe Ratio
Winner
ONEY
1.56
PEO
1.49
5Y Beta
ONEY
0.64
Winner
PEO
0.53
P/E Ratio
ONEY
20.68
PEO
N/A
Forward P/E
ONEY
13.56
PEO
N/A
PEG Ratio
ONEY
0.37
PEO
N/A
5Y Dividends CAGR
ONEY
9.41%
Winner
PEO
28.22%
5Y EPS CAGR
ONEY
6.70%
PEO
N/A
Debt to Equity
ONEY
15.38%
PEO
N/A
P/S Ratio
ONEY
1.08
PEO
N/A
P/B Ratio
ONEY
2.38
PEO
N/A

ONEY vs PEO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ONEY
+5.09%
PEO
-0.96%
3M
Winner
ONEY
+10.67%
PEO
-1.31%
6M
ONEY
+15.10%
Winner
PEO
+23.81%
1Y
ONEY
+24.66%
Winner
PEO
+31.88%
5Y(CAGR)
ONEY
+9.31%
Winner
PEO
+18.25%
10Y(CAGR)
Winner
ONEY
+12.35%
PEO
+10.18%
Max(CAGR)
Winner
ONEY
+12.35%
PEO
+7.83%

ONEY vs PEO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearONEYPEO
2026+15.29%+22.01%
2025+7.98%+8.90%
2024+11.09%+11.91%
2023+11.28%+3.91%
2022-3.63%+39.27%
2021+39.63%+53.52%
2020+2.30%-27.08%
2019+27.36%+18.97%
2018-8.70%-24.05%
2017+15.46%+3.47%
2016+22.30%+21.94%
2015-1.63%-20.12%
2014N/A-5.87%
2013N/A+19.97%
2012N/A+1.70%
2011N/A-2.82%
2010N/A+16.74%
2009N/A+22.89%
2008N/A-42.98%
2007N/A+32.34%
2006N/A+12.95%
2005N/A+34.04%
2004N/A+15.02%
2003N/A+29.79%
2002N/A-12.73%
2001N/A-9.45%
2000N/A+35.62%
1999N/A-2.66%

ONEY vs PEO Drawdown Comparison

The maximum drawdown for ONEY was -46.77%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.

The maximum drawdown for PEO was -71.90%, occurring on Mar 18, 2020. Recovery took 1896 trading sessions.

The current PEO drawdown is -7.08%.

RankONEYPEO
#1-46.77%
Jan 17, 2020 - Dec 4, 2020
-71.90%
Jul 24, 2014 - Feb 2, 2022
#2-18.95%
Apr 20, 2022 - Feb 2, 2023
-59.45%
May 20, 2008 - Apr 3, 2014
#3-18.72%
Sep 21, 2018 - Jul 24, 2019
-40.24%
May 22, 2001 - Oct 6, 2004
#4-17.51%
Nov 25, 2024 - Aug 22, 2025
-24.30%
Jun 8, 2022 - Jan 26, 2023
#5-13.69%
Feb 2, 2023 - Dec 14, 2023
-18.84%
Nov 22, 2024 - Dec 1, 2025
#6-12.72%
Dec 3, 2015 - Mar 3, 2016
-16.37%
Jan 26, 2023 - Aug 9, 2023
#7-10.71%
Jan 26, 2018 - Aug 3, 2018
-15.32%
May 10, 2006 - Aug 9, 2006
#8-10.36%
Jul 24, 2019 - Oct 22, 2019
-15.27%
Dec 26, 2007 - Apr 15, 2008
#9-7.61%
Feb 11, 2026 - Apr 30, 2026
-15.23%
Sep 19, 2005 - Dec 12, 2005
#10-7.31%
Jun 8, 2021 - Oct 20, 2021
-14.93%
Nov 17, 1999 - Mar 31, 2000
#11-6.68%
Jan 14, 2022 - Mar 25, 2022
-13.35%
Jul 19, 2007 - Sep 21, 2007
#12-6.13%
Nov 15, 2021 - Dec 27, 2021
-12.60%
Aug 9, 2006 - Nov 9, 2006
#13-6.07%
Jun 8, 2016 - Jul 11, 2016
-12.23%
Mar 4, 2005 - Jun 20, 2005
#14-5.83%
Mar 28, 2024 - Jul 16, 2024
-11.80%
Sep 5, 2023 - Mar 13, 2024
#15-5.76%
Mar 15, 2021 - Apr 26, 2021
-11.79%
Oct 12, 2000 - Jan 25, 2001

Correlation

Correlation between ONEY and PEO is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2000 - 2026)

ONEY vs PEO dividend yield comparison.

YearONEYPEO
20260.62%3.91%
20253.15%9.43%
20243.18%8.14%
20233.14%6.54%
20223.17%7.48%
20212.46%5.51%
20202.74%6.42%
20193.17%6.68%
20183.72%5.63%
201710.73%5.95%
20166.31%5.65%
20150.29%7.78%
20140.00%7.84%
20130.00%6.76%
20120.00%6.69%
20110.00%8.21%
20100.00%4.70%
20090.00%5.90%
20080.00%15.20%
20070.00%11.07%
20060.00%11.06%
20050.00%5.50%
20040.00%5.12%
20030.00%5.01%
20020.00%5.79%
20010.00%6.18%
20000.00%5.43%

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