SMLV vs HYZD

Comparison between STATE STREET(R) SPDR(R) US SMALL CAP LOW VOLATILITY INDEX ETF (SMLV, ETF) and WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUND (HYZD, ETF).

5-Year PerformanceSMLV has outperformed HYZD, delivering a return of +9.9% compared to +6.3%

SMLV vs HYZD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMLV(ETF)	HYZD(ETF)
Net Assets	$258M	$259M
Expense Ratio	0.12%	0.43%
Max Drawdown	42.87%	33.13%
Sharpe Ratio	1.50	1.01
5Y Beta	0.72	0.19
P/E Ratio	26.52	N/A
Forward P/E	14.38	N/A
5Y Dividends CAGR	12.18%	6.41%
5Y EPS CAGR	11.43%	N/A
Debt to Equity	63.23%	N/A
P/S Ratio	1.67	N/A
P/B Ratio	1.80	N/A

Net Assets

SMLV

$258M

Winner

HYZD

$259M

Expense Ratio

Winner

SMLV

0.12%

HYZD

0.43%

Max Drawdown

SMLV

42.87%

Winner

HYZD

33.13%

Sharpe Ratio

Winner

SMLV

1.50

HYZD

1.01

5Y Beta

SMLV

0.72

Winner

HYZD

0.19

P/E Ratio

SMLV

26.52

HYZD

N/A

Forward P/E

SMLV

14.38

HYZD

N/A

5Y Dividends CAGR

Winner

SMLV

12.18%

HYZD

6.41%

5Y EPS CAGR

SMLV

11.43%

HYZD

N/A

Debt to Equity

SMLV

63.23%

HYZD

N/A

P/S Ratio

SMLV

1.67

HYZD

N/A

P/B Ratio

SMLV

1.80

HYZD

N/A

SMLV vs HYZD - Historical Returns

Returns include dividend reinvestment.

Period	SMLV	HYZD
1 month	+0.55%	+0.82%
3 months	+8.63%	+1.47%
6 months	+13.89%	+3.41%
1 year	+24.04%	+6.66%
5 years(CAGR)	+9.86%	+6.34%
10 years(CAGR)	+10.36%	+5.24%
Max(CAGR)	+11.08%	+4.45%

SMLV

+0.55%

Winner

HYZD

+0.82%

Winner

SMLV

+8.63%

HYZD

+1.47%

Winner

SMLV

+13.89%

HYZD

+3.41%

Winner

SMLV

+24.04%

HYZD

+6.66%

5Y(CAGR)

Winner

SMLV

+9.86%

HYZD

+6.34%

10Y(CAGR)

Winner

SMLV

+10.36%

HYZD

+5.24%

Max(CAGR)

Winner

SMLV

+11.08%

HYZD

+4.45%

SMLV vs HYZD - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	SMLV	HYZD
2026	+23.03%	+3.89%
2025	+6.66%	+7.43%
2024	+17.20%	+9.41%
2023	+7.45%	+11.33%
2022	-8.11%	-2.50%
2021	+29.84%	+6.37%
2020	-1.27%	-0.71%
2019	+23.87%	+9.12%
2018	-6.82%	-1.95%
2017	+4.97%	+6.18%
2016	+33.71%	+14.24%
2015	-0.90%	-1.04%
2014	+15.16%	-4.10%
2013	+23.62%	-0.14%

SMLV vs HYZD Drawdown Comparison

The maximum drawdown for SMLV was -42.43%, occurring on Mar 23, 2020. Recovery took 245 trading sessions.

The maximum drawdown for HYZD was -25.66%, occurring on Mar 24, 2020. Recovery took 260 trading sessions.

The current SMLV drawdown is -2.05%. The current HYZD drawdown is -0.03%.

Rank	SMLV	HYZD
#1	-42.43% Jan 16, 2020 - Jan 6, 2021	-25.66% Feb 14, 2020 - Feb 26, 2021
#2	-20.42% Nov 25, 2024 - Jan 12, 2026	-15.99% Apr 10, 2014 - Aug 12, 2016
#3	-18.95% Jan 4, 2022 - Jul 11, 2024	-8.97% Apr 4, 2022 - Jan 12, 2023
#4	-18.82% Aug 31, 2018 - Sep 13, 2019	-7.18% Oct 3, 2018 - Apr 3, 2019
#5	-14.30% Dec 1, 2015 - Apr 27, 2016	-5.85% Jan 30, 2025 - May 13, 2025
#6	-9.84% Apr 2, 2015 - Nov 27, 2015	-5.00% Mar 6, 2023 - Jun 14, 2023
#7	-8.94% Jul 26, 2024 - Sep 19, 2024	-4.81% Jan 3, 2022 - Apr 4, 2022
#8	-8.39% Nov 29, 2017 - May 25, 2018	-3.45% Oct 25, 2016 - Dec 6, 2016
#9	-7.34% Feb 6, 2026 - Apr 9, 2026	-2.67% Jul 22, 2024 - Aug 20, 2024
#10	-7.13% Sep 3, 2014 - Oct 29, 2014	-2.39% Feb 2, 2023 - Mar 6, 2023
#11	-7.06% Nov 5, 2021 - Jan 4, 2022	-2.38% Jan 9, 2017 - Apr 25, 2017
#12	-6.76% Mar 12, 2021 - Jun 8, 2021	-2.22% May 3, 2019 - Sep 18, 2019
#13	-6.75% Jun 8, 2021 - Oct 20, 2021	-2.14% Jan 26, 2018 - Apr 12, 2018
#14	-6.43% Jun 8, 2016 - Jul 11, 2016	-2.13% Nov 11, 2021 - Dec 23, 2021
#15	-6.29% Jan 4, 2017 - Apr 26, 2017	-1.99% Sep 14, 2023 - Nov 3, 2023

Correlation

Correlation between SMLV and HYZD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2013 - 2026)

SMLV vs HYZD dividend yield comparison.

Year	SMLV	HYZD
2026	1.02%	3.38%
2025	2.74%	6.05%
2024	2.68%	6.08%
2023	2.68%	5.94%
2022	2.40%	5.14%
2021	2.12%	4.02%
2020	2.47%	5.13%
2019	2.62%	5.50%
2018	3.15%	5.58%
2017	7.92%	4.94%
2016	3.04%	5.07%
2015	2.63%	4.38%
2014	2.76%	3.82%
2013	3.68%	0.10%