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SPBO vs DES

Comparison between SPDR PORTFOLIO CORPORATE BOND ETF (SPBO, ETF) and WisdomTree U.S. SmallCap Dividend Fund (DES, ETF).

5-Year PerformanceDES has outperformed SPBO, delivering a return of +6.2% compared to +0.7%

SPBO vs DES - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPBO
$1.90B
DES
$1.90B
Expense Ratio
Winner
SPBO
0.03%
DES
0.38%
Max Drawdown
Winner
SPBO
26.39%
DES
68.10%
Sharpe Ratio
SPBO
0.67
Winner
DES
1.46
5Y Beta
Winner
SPBO
0.11
DES
0.83
P/E Ratio
SPBO
N/A
DES
21.88
Forward P/E
SPBO
N/A
DES
13.20
5Y Dividends CAGR
Winner
SPBO
11.35%
DES
6.06%
5Y EPS CAGR
SPBO
N/A
DES
8.81%
P/S Ratio
SPBO
N/A
DES
1.07
P/B Ratio
SPBO
N/A
DES
1.66

SPBO vs DES - Historical Returns

Returns include dividend reinvestment.

1M
SPBO
+0.25%
Winner
DES
+3.81%
3M
SPBO
+0.06%
Winner
DES
+3.26%
6M
SPBO
+1.26%
Winner
DES
+18.98%
1Y
SPBO
+7.15%
Winner
DES
+28.33%
5Y(CAGR)
SPBO
+0.74%
Winner
DES
+6.17%
10Y(CAGR)
SPBO
+2.81%
Winner
DES
+8.38%
Max(CAGR)
SPBO
+3.46%
Winner
DES
+7.72%

SPBO vs DES - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearSPBODES
2026+0.79%+15.52%
2025+7.86%+0.96%
2024+3.11%+9.71%
2023+8.19%+16.28%
2022-14.96%-11.65%
2021-1.18%+27.88%
2020+9.91%-3.69%
2019+14.16%+19.33%
2018-1.58%-13.42%
2017+4.77%+8.08%
2016+4.43%+33.60%
2015-1.60%-5.29%
2014+8.40%+8.94%
2013-2.29%+32.90%
2012+7.92%+16.16%
2011+5.89%-3.63%
2010N/A+24.59%
2009N/A+20.08%
2008N/A-27.07%
2007N/A-12.85%
2006N/A+16.40%

SPBO vs DES Drawdown Comparison

The maximum drawdown for SPBO was -22.23%, occurring on Oct 20, 2022. Recovery took 1027 trading sessions.

The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.

The current SPBO drawdown is -0.85%. The current DES drawdown is -0.51%.

RankSPBODES
#1-22.23%
Sep 22, 2021 - Oct 24, 2025
-65.45%
Jun 4, 2007 - Feb 3, 2012
#2-20.04%
Mar 6, 2020 - Jun 15, 2020
-45.63%
Aug 21, 2018 - Jan 14, 2021
#3-9.01%
May 1, 2013 - May 2, 2014
-25.16%
Nov 25, 2024 - Feb 4, 2026
#4-5.59%
Dec 31, 2020 - Jul 19, 2021
-21.70%
Jan 4, 2022 - Dec 14, 2023
#5-5.09%
Apr 24, 2015 - May 4, 2016
-19.34%
Jun 23, 2015 - Apr 26, 2016
#6-4.45%
Aug 23, 2016 - May 19, 2017
-9.64%
Jan 23, 2018 - Jun 4, 2018
#7-4.17%
Sep 8, 2017 - Jan 31, 2019
-9.47%
Jul 1, 2014 - Nov 5, 2014
#8-3.44%
Nov 1, 2011 - Jan 31, 2012
-9.36%
Jun 8, 2021 - Nov 3, 2021
#9-3.13%
Oct 21, 2014 - Jan 6, 2015
-9.15%
Apr 2, 2012 - Jul 3, 2012
#10-2.86%
Feb 26, 2026 - Mar 27, 2026
-9.09%
Sep 14, 2012 - Dec 20, 2012
#11-2.76%
Jan 30, 2015 - Apr 24, 2015
-8.96%
Jul 31, 2024 - Oct 16, 2024
#12-2.75%
Aug 6, 2020 - Nov 23, 2020
-8.17%
Nov 15, 2021 - Jan 4, 2022
#13-2.62%
Aug 28, 2014 - Oct 15, 2014
-7.64%
Feb 20, 2026 - Apr 9, 2026
#14-2.50%
Aug 28, 2019 - Nov 26, 2019
-7.50%
Dec 27, 2023 - Mar 28, 2024
#15-2.18%
Feb 1, 2012 - Apr 20, 2012
-7.44%
Sep 7, 2016 - Nov 11, 2016

Correlation

Correlation between SPBO and DES is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2006 - 2026)

SPBO vs DES dividend yield comparison.

YearSPBODES
20261.69%0.41%
20255.09%2.85%
20245.28%2.81%
20234.73%2.65%
20223.54%2.89%
20212.42%2.31%
20202.75%2.75%
20193.46%2.68%
20183.60%3.65%
20173.15%2.89%
20163.35%2.70%
20153.07%3.09%
20143.21%2.68%
20133.76%2.45%
20123.70%4.04%
20112.53%3.38%
20100.00%3.57%
20090.00%3.60%
20080.00%6.09%
20070.00%3.78%
20060.00%1.82%

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