RLY vs SPY

Comparison between SPDR SSGA MULTI-ASSET REAL RETURN ETF (RLY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RLY, delivering a return of +13.3% compared to +10.6%

RLY vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RLY(ETF)	SPY(ETF)
Net Assets	$998M	$652B
Expense Ratio	0.50%	0.09%
Max Drawdown	46.18%	56.47%
Sharpe Ratio	2.69	2.07
5Y Beta	0.41	1.00
P/E Ratio	N/A	28.24
Forward P/E	N/A	21.85
5Y Dividends CAGR	16.06%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	N/A	22.35%
P/S Ratio	N/A	3.55
P/B Ratio	N/A	5.29

Net Assets

RLY

$998M

Winner

SPY

$652B

Expense Ratio

RLY

0.50%

Winner

SPY

0.09%

Max Drawdown

Winner

RLY

46.18%

SPY

56.47%

Sharpe Ratio

Winner

RLY

2.69

SPY

2.07

5Y Beta

Winner

RLY

0.41

SPY

1.00

P/E Ratio

RLY

N/A

SPY

28.24

Forward P/E

RLY

N/A

SPY

21.85

5Y Dividends CAGR

Winner

RLY

16.06%

SPY

5.43%

5Y EPS CAGR

RLY

N/A

SPY

25.79%

Debt to Equity

RLY

N/A

SPY

22.35%

P/S Ratio

RLY

N/A

SPY

3.55

P/B Ratio

RLY

N/A

SPY

5.29

RLY vs SPY - Holdings Comparison

RLY and SPY have 0 common holdings. Overlap is 0.00%

RLY's top 25 holdings weight is 99.93%. SPY's top 25 holdings weight is 51.32%.

Rank	RLY	SPY
#1	SPDR® S&P® GLOBAL INFRASTRUCTURE ETF (GII) - 24.20%	NVIDIA CORP (NVDA) - 8.45%
#2	SPDR® S&P GLOBAL NATURAL RESOURCES ETF (GNR) - 22.47%	APPLE INC (AAPL) - 6.48%
#3	SPDR BLMBRG ENH ROLL Y CMD STGY NOK-1ETF (CERY) - 22.12%	MICROSOFT CORP (MSFT) - 5.20%
#4	SPDR® BLMBG 1-10 YEAR TIPS ETF (TIPX) - 9.97%	AMAZON.COM INC (AMZN) - 4.14%
#5	THE ENERGY SELECT SECTOR SPDR® ETF (XLE) - 6.46%	ALPHABET INC CLASS A (GOOGL) - 3.32%
#6	SPDR® FTSE INTL GOVT INFL-PROTD BD ETF (WIP) - 4.85%	BROADCOM INC (AVGO) - 3.09%
#7	SPDR® BLMBG 1-3 MTH T-BILL ETF (BIL) - 4.55%	ALPHABET INC CLASS C (GOOG) - 2.65%
#8	SPDR® S&P METALS AND MINING ETF (XME) - 4.29%	META PLATFORMS INC CLASS A (META) - 2.40%
#9	SPDR® DOW JONES® REIT ETF (RWR) - 0.51%	TESLA INC (TSLA) - 1.73%
#10	SPDR® DOW JONES® INTERNATIONAL RELESTETF (RWX) - 0.27%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43%
#11	VANECK AGRIBUSINESS ETF (MOO) - 0.24%	JPMORGAN CHASE & CO (JPM) - 1.37%
#12	N/A	ELI LILLY AND CO (LLY) - 1.13%
#13	N/A	EXXON MOBIL CORP (XOM) - 1.03%
#14	N/A	MICRON TECHNOLOGY INC (MU) - 0.93%
#15	N/A	WALMART INC (WMT) - 0.91%
#16	N/A	JOHNSON & JOHNSON (JNJ) - 0.90%
#17	N/A	ADVANCED MICRO DEVICES INC (AMD) - 0.86%
#18	N/A	VISA INC CLASS A (V) - 0.85%
#19	N/A	COSTCO WHOLESALE CORP (COST) - 0.72%
#20	N/A	MASTERCARD INC CLASS A (MA) - 0.67%
#21	N/A	INTEL CORP (INTC) - 0.65%
#22	N/A	NETFLIX INC (NFLX) - 0.64%
#23	N/A	CATERPILLAR INC (CAT) - 0.62%
#24	N/A	CHEVRON CORP (CVX) - 0.58%
#25	N/A	PROCTER & GAMBLE CO (PG) - 0.57%
Total Holdings	11	505

RLY vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	RLY	SPY
1 month	+0.47%	+9.11%
3 months	+5.38%	+6.59%
6 months	+20.82%	+10.56%
1 year	+35.34%	+32.04%
5 years(CAGR)	+10.62%	+13.35%
10 years(CAGR)	+8.75%	+15.49%
Max(CAGR)	+4.88%	+8.50%

RLY

+0.47%

Winner

SPY

+9.11%

RLY

+5.38%

Winner

SPY

+6.59%

Winner

RLY

+20.82%

SPY

+10.56%

Winner

RLY

+35.34%

SPY

+32.04%

5Y(CAGR)

RLY

+10.62%

Winner

SPY

+13.35%

10Y(CAGR)

RLY

+8.75%

Winner

SPY

+15.49%

Max(CAGR)

RLY

+4.88%

Winner

SPY

+8.50%

RLY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	RLY	SPY
2026	+15.63%	+8.27%
2025	+19.44%	+18.00%
2024	+2.65%	+25.59%
2023	+4.03%	+26.72%
2022	+7.15%	-18.64%
2021	+22.87%	+30.52%
2020	-0.85%	+17.28%
2019	+15.37%	+31.09%
2018	-12.47%	-5.24%
2017	+10.30%	+20.78%
2016	+12.88%	+13.59%
2015	-15.09%	+1.31%
2014	-5.89%	+14.56%
2013	-4.17%	+29.00%
2012	+3.50%	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

RLY vs SPY Drawdown Comparison

The maximum drawdown for RLY was -37.74%, occurring on Mar 18, 2020. Recovery took 1673 trading sessions.

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

The current RLY drawdown is -1.26%.

Rank	RLY	SPY
#1	-37.74% Jul 2, 2014 - Feb 24, 2021	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-18.95% Jun 7, 2022 - Oct 1, 2024	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-12.53% Sep 14, 2012 - May 14, 2014	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-10.07% Oct 7, 2024 - May 20, 2025	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-9.23% May 1, 2012 - Sep 7, 2012	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-8.50% Apr 18, 2022 - Jun 7, 2022	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-7.10% Oct 20, 2021 - Jan 7, 2022	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-6.47% Jun 11, 2021 - Oct 5, 2021	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-4.38% Mar 11, 2021 - Apr 15, 2021	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-4.08% Mar 8, 2022 - Mar 21, 2022	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-3.71% Jan 29, 2026 - Feb 9, 2026	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-3.23% Feb 24, 2021 - Mar 10, 2021	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-3.22% Mar 2, 2026 - Apr 2, 2026	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-2.87% Nov 12, 2025 - Nov 28, 2025	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-2.47% Jul 23, 2025 - Aug 22, 2025	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RLY and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (1999 - 2026)

RLY vs SPY dividend yield comparison.

Year	RLY	SPY
2026	0.10%	0.24%
2025	3.24%	1.07%
2024	3.31%	1.21%
2023	3.71%	1.40%
2022	5.66%	1.65%
2021	12.15%	1.20%
2020	2.16%	1.52%
2019	3.45%	1.75%
2018	2.76%	2.04%
2017	1.85%	1.80%
2016	2.07%	2.03%
2015	1.80%	2.06%
2014	1.89%	1.87%
2013	2.15%	1.81%
2012	1.83%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%