SPHY vs CGUS

Comparison between SPDR PORTFOLIO HIGH YIELD BOND ETF (SPHY, ETF) and CAPITAL GROUP CORE EQUITY ETF SHARE CLASS (CGUS, ETF).

SPHY vs CGUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPHY(ETF)	CGUS(ETF)
Net Assets	$11B	$10B
Expense Ratio	0.05%	0.33%
Max Drawdown	23.35%	22.41%
Sharpe Ratio	1.19	1.85
5Y Beta	0.23	0.92
P/E Ratio	N/A	30.37
Forward P/E	N/A	23.24
PEG Ratio	N/A	0.63
5Y Dividends CAGR	4.66%	N/A
5Y EPS CAGR	N/A	25.05%
P/S Ratio	N/A	3.40
P/B Ratio	N/A	5.85

Net Assets

Winner

SPHY

$11B

CGUS

$10B

Expense Ratio

Winner

SPHY

0.05%

CGUS

0.33%

Max Drawdown

SPHY

23.35%

Winner

CGUS

22.41%

Sharpe Ratio

SPHY

1.19

Winner

CGUS

1.85

5Y Beta

Winner

SPHY

0.23

CGUS

0.92

P/E Ratio

SPHY

N/A

CGUS

30.37

Forward P/E

SPHY

N/A

CGUS

23.24

PEG Ratio

SPHY

N/A

CGUS

0.63

5Y Dividends CAGR

SPHY

4.66%

CGUS

N/A

5Y EPS CAGR

SPHY

N/A

CGUS

25.05%

P/S Ratio

SPHY

N/A

CGUS

3.40

P/B Ratio

SPHY

N/A

CGUS

5.85

SPHY vs CGUS - Historical Returns

Returns include dividend reinvestment.

Period	SPHY	CGUS
1 month	+0.07%	+5.51%
3 months	+0.45%	+7.25%
6 months	+2.28%	+7.50%
1 year	+7.34%	+26.14%
5 years(CAGR)	+4.54%	+15.56%
10 years(CAGR)	+5.17%	N/A
Max(CAGR)	+4.94%	+15.56%

SPHY

+0.07%

Winner

CGUS

+5.51%

SPHY

+0.45%

Winner

CGUS

+7.25%

SPHY

+2.28%

Winner

CGUS

+7.50%

SPHY

+7.34%

Winner

CGUS

+26.14%

5Y(CAGR)

SPHY

+4.54%

Winner

CGUS

+15.56%

10Y(CAGR)

SPHY

+5.17%

CGUS

N/A

Max(CAGR)

SPHY

+4.94%

Winner

CGUS

+15.56%

SPHY vs CGUS - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	SPHY	CGUS
2026	+1.08%	+7.38%
2025	+8.31%	+16.44%
2024	+8.81%	+25.86%
2023	+12.80%	+28.17%
2022	-10.48%	-7.93%
2021	+5.74%	N/A
2020	+6.44%	N/A
2019	+13.55%	N/A
2018	-2.69%	N/A
2017	+6.73%	N/A
2016	+11.15%	N/A
2015	-3.64%	N/A
2014	+6.53%	N/A
2013	-1.34%	N/A
2012	+7.21%	N/A

SPHY vs CGUS Drawdown Comparison

The maximum drawdown for SPHY was -21.97%, occurring on Mar 23, 2020. Recovery took 164 trading sessions.

The maximum drawdown for CGUS was -21.85%, occurring on Sep 30, 2022. Recovery took 322 trading sessions.

The current SPHY drawdown is -0.40%. The current CGUS drawdown is -0.14%.

Rank	SPHY	CGUS
#1	-21.97% Feb 14, 2020 - Oct 8, 2020	-21.85% Mar 29, 2022 - Jul 12, 2023
#2	-15.29% Dec 28, 2021 - Dec 14, 2023	-18.06% Feb 6, 2025 - Jun 26, 2025
#3	-8.30% Apr 16, 2015 - Apr 25, 2016	-9.59% Jan 27, 2026 - Apr 14, 2026
#4	-7.23% May 2, 2013 - Feb 24, 2014	-8.29% Jul 31, 2023 - Nov 14, 2023
#5	-4.86% Feb 26, 2025 - May 12, 2025	-6.73% Jul 16, 2024 - Aug 21, 2024
#6	-4.21% Dec 29, 2017 - Feb 15, 2019	-5.60% Feb 25, 2022 - Mar 18, 2022
#7	-4.17% Oct 24, 2016 - Jan 18, 2017	-5.04% Oct 29, 2025 - Dec 24, 2025
#8	-2.48% Aug 21, 2014 - Jan 14, 2015	-4.65% Apr 1, 2024 - May 9, 2024
#9	-2.41% Feb 20, 2026 - Apr 8, 2026	-4.10% Dec 16, 2024 - Jan 23, 2025
#10	-2.36% Nov 9, 2021 - Dec 23, 2021	-3.98% Aug 30, 2024 - Sep 19, 2024
#11	-2.29% Mar 27, 2024 - May 3, 2024	-3.00% Oct 8, 2025 - Oct 24, 2025
#12	-2.28% Jan 29, 2013 - Apr 16, 2013	-2.86% Nov 8, 2024 - Dec 3, 2024
#13	-2.07% Sep 17, 2012 - Oct 11, 2012	-2.62% Jul 25, 2025 - Aug 13, 2025
#14	-1.99% Mar 1, 2017 - Apr 10, 2017	-2.43% Jan 12, 2026 - Jan 27, 2026
#15	-1.84% Feb 27, 2015 - Apr 15, 2015	-2.30% May 15, 2024 - Jun 10, 2024

Correlation

Correlation between SPHY and CGUS is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2012 - 2026)

SPHY vs CGUS dividend yield comparison.

Year	SPHY	CGUS
2026	2.36%	0.21%
2025	7.38%	0.95%
2024	7.80%	1.02%
2023	7.30%	1.22%
2022	6.47%	1.10%
2021	5.13%	0.00%
2020	5.63%	0.00%
2019	5.73%	0.00%
2018	4.09%	0.00%
2017	4.41%	0.00%
2016	4.27%	0.00%
2015	4.29%	0.00%
2014	3.98%	0.00%
2013	4.41%	0.00%
2012	2.17%	0.00%