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PIFI vs SPY

Comparison between CLEARSHARES PITON INTERMEDIATE FIXED INCOME ETF (PIFI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PIFI, delivering a return of +13.3% compared to +1.0%

PIFI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PIFI
$106M
Winner
SPY
$735B
Expense Ratio
PIFI
0.45%
Winner
SPY
0.09%
Max Drawdown
Winner
PIFI
11.71%
SPY
56.47%
Sharpe Ratio
PIFI
-0.24
Winner
SPY
1.62
5Y Beta
Winner
PIFI
0.00
SPY
1.00
P/E Ratio
PIFI
N/A
SPY
28.99
Forward P/E
PIFI
N/A
SPY
22.37
5Y Dividends CAGR
Winner
PIFI
190.01%
SPY
5.43%
5Y EPS CAGR
PIFI
N/A
SPY
26.05%
Debt to Equity
PIFI
N/A
SPY
32.40%
P/S Ratio
PIFI
N/A
SPY
3.74
P/B Ratio
PIFI
N/A
SPY
5.61

PIFI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PIFI
-0.20%
Winner
SPY
+1.90%
3M
PIFI
-0.88%
Winner
SPY
+8.55%
6M
PIFI
+0.03%
Winner
SPY
+8.18%
1Y
PIFI
+3.23%
Winner
SPY
+25.79%
5Y(CAGR)
PIFI
+1.00%
Winner
SPY
+13.32%
10Y(CAGR)
PIFI
N/A
SPY
+15.19%
Max(CAGR)
PIFI
+0.74%
Winner
SPY
+8.47%

PIFI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPIFISPY
2026-0.18%+8.26%
2025+6.32%+18.00%
2024+2.71%+25.59%
2023+4.39%+26.72%
2022-6.88%-18.64%
2021-1.29%+30.52%
2020+0.10%+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%

PIFI vs SPY Drawdown Comparison

The maximum drawdown for PIFI was -10.59%, occurring on Oct 20, 2022. Recovery took 927 trading sessions.

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

The current PIFI drawdown is -1.53%. The current SPY drawdown is -2.90%.

RankPIFISPY
#1-10.59%
Dec 31, 2020 - Sep 10, 2024
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-2.71%
Sep 16, 2024 - Mar 31, 2025
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-1.93%
Feb 27, 2026 - May 19, 2026
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-1.51%
Apr 4, 2025 - Apr 29, 2025
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-1.24%
Apr 30, 2025 - Jun 23, 2025
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-0.76%
Jun 30, 2025 - Aug 1, 2025
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-0.67%
Oct 22, 2025 - Nov 24, 2025
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.58%
Nov 26, 2025 - Dec 29, 2025
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.54%
Sep 16, 2025 - Oct 10, 2025
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.44%
Jan 7, 2026 - Feb 5, 2026
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.41%
Oct 2, 2020 - Dec 28, 2020
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.30%
Aug 13, 2025 - Aug 22, 2025
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.23%
Sep 10, 2024 - Sep 13, 2024
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.21%
Aug 4, 2025 - Aug 13, 2025
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.19%
Aug 29, 2025 - Sep 3, 2025
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PIFI and SPY is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (1999 - 2026)

PIFI vs SPY dividend yield comparison.

YearPIFISPY
20260.78%0.24%
20253.16%1.07%
20242.92%1.21%
20232.29%1.40%
20221.22%1.65%
20210.25%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%

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