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RIET vs SPY

Comparison between HOYA CAPITAL HIGH DIVIDEND YIELD ETF (RIET, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RIET, delivering a return of +12.4% compared to -0.1%

RIET vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RIET
$106M
Winner
SPY
$781B
Expense Ratio
RIET
0.50%
Winner
SPY
0.09%
Max Drawdown
Winner
RIET
44.53%
SPY
56.47%
Sharpe Ratio
RIET
0.60
Winner
SPY
1.06
5Y Beta
Winner
RIET
0.49
SPY
1.00
P/E Ratio
RIET
29.81
Winner
SPY
28.53
Forward P/E
Winner
RIET
13.15
SPY
21.48
5Y Dividends CAGR
RIET
N/A
SPY
6.00%
5Y EPS CAGR
RIET
-11.71%
Winner
SPY
25.58%
Debt to Equity
RIET
45.74%
Winner
SPY
32.09%
P/S Ratio
Winner
RIET
3.18
SPY
3.75
P/B Ratio
Winner
RIET
1.09
SPY
5.64

RIET vs SPY - Holdings Comparison

RIET and SPY have 2 common holdings. Overlap is 0.06%

RIET's top 25 holdings weight is 37.61%. SPY's top 25 holdings weight is 51.74%.

RankRIETSPY
#1
HIGHWOODS PROPERTIES INC (HIW) - 1.86%
NVIDIA CORP (NVDA) - 7.89%
#2
KILROY REALTY CORP (KRC) - 1.73%
APPLE INC (AAPL) - 7.37%
#3
APPLE HOSPITALITY REIT INC (APLE) - 1.70%
MICROSOFT CORP (MSFT) - 4.50%
#4
AGNC INVESTMENT CORP (AGNC) - 1.63%
AMAZON.COM INC (AMZN) - 3.82%
#5
HEALTHPEAK PROPERTIES INC (DOC) - 1.62%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.59%
BROADCOM INC (AVGO) - 2.86%
#7
LINEAGE INC REIT (LINE) - 1.58%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 1.57%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
AMERICOLD REALTY TRUST INC (COLD) - 1.57%
TESLA INC (TSLA) - 1.70%
#10
NNN REIT INC (NNN) - 1.55%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
MILLROSE PROPERTIES INC CLASS A (MRP) - 1.53%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
EPR PROPERTIES (EPR) - 1.51%
ELI LILLY AND CO (LLY) - 1.40%
#13
PARK HOTELS & RESORTS INC (PK) - 1.49%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.47%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
RITHM CAPITAL CORP (RITM) - 1.47%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
n/a (RLJ) - 1.44%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
STARWOOD PROPERTY TRUST INC (STWD) - 1.42%
VISA INC CLASS A (V) - 0.90%
#18
W.P. CAREY INC (WPC) - 1.42%
WALMART INC (WMT) - 0.76%
#19
BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 1.40%
INTEL CORP (INTC) - 0.75%
#20
SABRA HEALTH CARE REIT INC (SBRA) - 1.39%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.36%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.36%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
AMERICAN ASSETS TRUST INC (AAT) - 1.32%
ABBVIE INC (ABBV) - 0.66%
#24
ALEXANDER'S INC (ALX) - 1.32%
CATERPILLAR INC (CAT) - 0.65%
#25
INNOVATIVE INDUSTRIAL PROPERTIES INC (IIPR) - 1.31%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings99505

RIET vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RIET
+1.92%
SPY
+0.78%
3M
Winner
RIET
+4.53%
SPY
+3.76%
6M
RIET
+5.72%
Winner
SPY
+7.78%
1Y
RIET
+11.60%
Winner
SPY
+17.76%
5Y(CAGR)
RIET
-0.11%
Winner
SPY
+12.44%
10Y(CAGR)
RIET
N/A
SPY
+14.90%
Max(CAGR)
RIET
-0.11%
Winner
SPY
+8.44%

RIET vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRIETSPY
2026+10.11%+8.74%
2025+2.55%+18.00%
2024+0.67%+25.59%
2023+11.30%+26.72%
2022-25.86%-18.64%
2021+2.37%+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%

RIET vs SPY Drawdown Comparison

The maximum drawdown for RIET was -34.62%, occurring on Oct 27, 2023. 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 RIET drawdown is -4.32%. The current SPY drawdown is -2.47%.

RankRIETSPY
#1-34.62%
Jan 4, 2022 - Oct 27, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-7.15%
Nov 15, 2021 - Jan 3, 2022		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-4.06%
Sep 22, 2021 - Oct 15, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-1.50%
Oct 20, 2021 - Nov 3, 2021		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-0.82%
Nov 3, 2021 - Nov 5, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-0.44%
Nov 11, 2021 - Nov 15, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-0.35%
Nov 5, 2021 - Nov 11, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.20%
Oct 18, 2021 - Oct 20, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RIET and SPY is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44
-101

Dividend Comparison (1999 - 2026)

RIET vs SPY dividend yield comparison.

YearRIETSPY
20266.18%0.50%
202511.04%1.07%
202410.17%1.21%
20239.33%1.40%
20229.33%1.65%
20211.99%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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