SPAB vs SPY
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF (SPAB, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SPAB, delivering a return of +13.2% compared to +0.1%
SPAB vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPAB
$9.70B
Winner
SPY
$784B
Expense Ratio
Winner
SPAB
0.03%
SPY
0.09%
Max Drawdown
Winner
SPAB
24.08%
SPY
56.47%
Sharpe Ratio
SPAB
0.23
Winner
SPY
1.54
5Y Beta
Winner
SPAB
0.04
SPY
1.00
P/E Ratio
SPAB
N/A
SPY
27.62
Forward P/E
SPAB
N/A
SPY
21.11
5Y Dividends CAGR
Winner
SPAB
8.23%
SPY
6.00%
5Y EPS CAGR
SPAB
N/A
SPY
25.30%
Debt to Equity
SPAB
N/A
SPY
31.11%
P/S Ratio
SPAB
N/A
SPY
3.49
P/B Ratio
SPAB
N/A
SPY
5.30
SPAB vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPAB
+0.66%
SPY
-1.37%
3M
SPAB
+0.67%
Winner
SPY
+12.22%
6M
SPAB
+0.57%
Winner
SPY
+7.20%
1Y
SPAB
+4.29%
Winner
SPY
+23.58%
5Y(CAGR)
SPAB
+0.05%
Winner
SPY
+13.19%
10Y(CAGR)
SPAB
+1.92%
Winner
SPY
+15.12%
Max(CAGR)
SPAB
+4.97%
Winner
SPY
+8.44%
SPAB vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPAB | SPY |
|---|---|---|
| 2026 | +0.53% | +7.95% |
| 2025 | +7.16% | +18.00% |
| 2024 | +1.68% | +25.59% |
| 2023 | +5.02% | +26.72% |
| 2022 | -12.57% | -18.64% |
| 2021 | -1.71% | +30.52% |
| 2020 | +7.17% | +17.28% |
| 2019 | +8.55% | +31.09% |
| 2018 | -0.04% | -5.24% |
| 2017 | +5.75% | +20.78% |
| 2016 | +4.93% | +13.59% |
| 2015 | +2.64% | +1.31% |
| 2014 | +8.57% | +14.56% |
| 2013 | -0.14% | +29.00% |
| 2012 | +6.70% | +14.17% |
| 2011 | +11.74% | +0.85% |
| 2010 | +11.14% | +13.14% |
| 2009 | +9.43% | +22.67% |
| 2008 | +12.98% | -36.25% |
| 2007 | +8.65% | +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% |
SPAB vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SPAB drawdown is -2.08%. The current SPY drawdown is -3.18%.
| Rank | SPAB | SPY |
|---|---|---|
| #1 | -18.56% Aug 4, 2020 - Oct 20, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -13.42% Sep 9, 2008 - Nov 5, 2008 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -9.41% Mar 6, 2020 - May 29, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -5.84% Jan 20, 2009 - Jun 25, 2009 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -4.64% May 1, 2013 - Feb 3, 2014 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -3.55% Sep 7, 2016 - Apr 18, 2017 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -3.52% Nov 4, 2010 - Feb 28, 2011 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -3.36% Sep 7, 2017 - Jan 3, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -2.97% Nov 10, 2008 - Nov 25, 2008 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -2.49% Apr 14, 2008 - Jul 14, 2008 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -2.44% Apr 1, 2015 - Sep 29, 2015 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -2.04% Sep 4, 2019 - Jan 15, 2020 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.82% Dec 18, 2008 - Jan 9, 2009 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.81% May 30, 2007 - Jul 2, 2007 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.77% Dec 3, 2007 - Jan 2, 2008 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SPAB and SPY is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (1999 - 2026)
SPAB vs SPY dividend yield comparison.
| Year | SPAB | SPY |
|---|---|---|
| 2026 | 1.68% | 0.50% |
| 2025 | 3.97% | 1.07% |
| 2024 | 3.86% | 1.21% |
| 2023 | 3.34% | 1.40% |
| 2022 | 2.59% | 1.65% |
| 2021 | 2.11% | 1.20% |
| 2020 | 2.43% | 1.52% |
| 2019 | 2.92% | 1.75% |
| 2018 | 2.96% | 2.04% |
| 2017 | 4.66% | 1.80% |
| 2016 | 5.27% | 2.03% |
| 2015 | 5.18% | 2.06% |
| 2014 | 4.87% | 1.87% |
| 2013 | 3.98% | 1.81% |
| 2012 | 4.70% | 2.18% |
| 2011 | 6.89% | 2.05% |
| 2010 | 9.08% | 1.80% |
| 2009 | 10.48% | 1.95% |
| 2008 | 8.80% | 3.02% |
| 2007 | 5.92% | 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% |
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