SPAB vs FNDA
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF (SPAB, ETF) and SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF (FNDA, ETF).
5-Year PerformanceFNDA has outperformed SPAB, delivering a return of +9.4% compared to -0.2%
SPAB vs FNDA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPAB vs FNDA - Historical Returns
Returns include dividend reinvestment.
SPAB vs FNDA - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SPAB | FNDA |
|---|---|---|
| 2026 | +0.32% | +18.85% |
| 2025 | +7.16% | +7.91% |
| 2024 | +1.68% | +9.51% |
| 2023 | +5.02% | +20.41% |
| 2022 | -12.57% | -15.39% |
| 2021 | -1.71% | +32.85% |
| 2020 | +7.17% | +8.35% |
| 2019 | +8.55% | +23.72% |
| 2018 | -0.04% | -12.90% |
| 2017 | +3.66% | +11.89% |
| 2016 | +2.28% | +25.78% |
| 2015 | +0.06% | -4.69% |
| 2014 | +5.94% | +8.81% |
| 2013 | -2.08% | +14.35% |
| 2012 | +4.23% | N/A |
| 2011 | +7.94% | N/A |
| 2010 | +6.30% | N/A |
| 2009 | +3.94% | N/A |
| 2008 | +7.97% | N/A |
| 2007 | +5.46% | N/A |
SPAB vs FNDA Drawdown Comparison
The maximum drawdown for SPAB was -18.56%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The maximum drawdown for FNDA was -44.64%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.
The current SPAB drawdown is -2.28%. The current FNDA drawdown is -1.08%.
| Rank | SPAB | FNDA |
|---|---|---|
| #1 | -18.56% Aug 4, 2020 - Oct 20, 2022 | -44.64% Jan 16, 2020 - Nov 23, 2020 |
| #2 | -13.75% Sep 9, 2008 - Nov 10, 2008 | -25.92% Nov 25, 2024 - Dec 10, 2025 |
| #3 | -9.41% Mar 6, 2020 - May 29, 2020 | -25.32% Nov 5, 2021 - Dec 26, 2023 |
| #4 | -6.43% Jan 20, 2009 - Aug 13, 2009 | -24.88% Aug 29, 2018 - Jan 16, 2020 |
| #5 | -5.01% May 1, 2013 - May 7, 2014 | -22.04% Jun 23, 2015 - Aug 8, 2016 |
| #6 | -4.38% Jul 6, 2016 - Aug 30, 2017 | -12.36% Jul 3, 2014 - Dec 23, 2014 |
| #7 | -3.71% Nov 4, 2010 - May 5, 2011 | -9.89% Jun 8, 2021 - Nov 1, 2021 |
| #8 | -3.58% Sep 7, 2017 - Jan 30, 2019 | -9.38% Jan 26, 2018 - May 21, 2018 |
| #9 | -3.47% Mar 17, 2008 - Sep 9, 2008 | -9.36% Feb 10, 2026 - Apr 17, 2026 |
| #10 | -3.11% Jan 30, 2015 - Feb 8, 2016 | -9.01% Jul 31, 2024 - Sep 19, 2024 |
| #11 | -2.97% Nov 10, 2008 - Nov 25, 2008 | -8.82% Mar 15, 2021 - May 7, 2021 |
| #12 | -2.04% Sep 4, 2019 - Jan 15, 2020 | -7.38% Mar 28, 2024 - May 15, 2024 |
| #13 | -1.82% Dec 18, 2008 - Jan 14, 2009 | -7.09% Jan 22, 2014 - Feb 26, 2014 |
| #14 | -1.81% May 30, 2007 - Jul 26, 2007 | -6.70% Dec 27, 2023 - Mar 21, 2024 |
| #15 | -1.79% Sep 22, 2011 - Dec 16, 2011 | -6.38% Sep 7, 2016 - Nov 11, 2016 |
Correlation
Correlation between SPAB and FNDA is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2007 - 2026)
SPAB vs FNDA dividend yield comparison.
| Year | SPAB | FNDA |
|---|---|---|
| 2026 | 2.03% | 0.42% |
| 2025 | 3.97% | 1.22% |
| 2024 | 3.86% | 1.53% |
| 2023 | 3.34% | 1.37% |
| 2022 | 2.59% | 1.38% |
| 2021 | 2.11% | 1.15% |
| 2020 | 2.43% | 1.31% |
| 2019 | 2.92% | 1.38% |
| 2018 | 2.96% | 1.64% |
| 2017 | 2.67% | 1.30% |
| 2016 | 2.63% | 1.18% |
| 2015 | 2.59% | 1.33% |
| 2014 | 2.43% | 1.06% |
| 2013 | 1.99% | 0.32% |
| 2012 | 2.35% | 0.00% |
| 2011 | 3.44% | 0.00% |
| 2010 | 4.54% | 0.00% |
| 2009 | 5.24% | 0.00% |
| 2008 | 4.40% | 0.00% |
| 2007 | 2.96% | 0.00% |
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