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SPHY vs CGUS

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

SPHY vs CGUS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPHY
$12B
CGUS
$12B
Expense Ratio
Winner
SPHY
0.05%
CGUS
0.33%
Max Drawdown
SPHY
23.35%
Winner
CGUS
22.41%
Sharpe Ratio
SPHY
0.48
Winner
CGUS
1.13
5Y Beta
Winner
SPHY
0.23
CGUS
0.93
P/E Ratio
SPHY
N/A
CGUS
28.66
Forward P/E
SPHY
N/A
CGUS
22.80
PEG Ratio
SPHY
N/A
CGUS
-0.09
5Y Dividends CAGR
SPHY
1.56%
CGUS
N/A
5Y EPS CAGR
SPHY
N/A
CGUS
28.48%
P/S Ratio
SPHY
N/A
CGUS
3.23
P/B Ratio
SPHY
N/A
CGUS
6.61

SPHY vs CGUS - Historical Returns

Returns include dividend reinvestment.

1M
SPHY
+0.50%
Winner
CGUS
+1.80%
3M
SPHY
+1.34%
Winner
CGUS
+3.73%
6M
SPHY
+1.54%
Winner
CGUS
+10.53%
1Y
SPHY
+5.82%
Winner
CGUS
+19.97%
5Y(CAGR)
SPHY
+4.41%
Winner
CGUS
+15.68%
10Y(CAGR)
SPHY
+4.83%
CGUS
N/A
Max(CAGR)
SPHY
+4.95%
Winner
CGUS
+15.68%

SPHY vs CGUS - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearSPHYCGUS
2026+2.48%+12.31%
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 -0.13%. The current CGUS drawdown is -2.67%.

RankSPHYCGUS
#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
-4.03%
Jun 2, 2026 - Jun 30, 2026
#11-2.29%
Mar 27, 2024 - May 3, 2024
-3.98%
Aug 30, 2024 - Sep 19, 2024
#12-2.28%
Jan 29, 2013 - Apr 16, 2013
-3.36%
Jul 10, 2026 - Aug 3, 2026
#13-2.07%
Sep 17, 2012 - Oct 11, 2012
-3.04%
Aug 13, 2026 - Aug 20, 2026
#14-1.99%
Mar 1, 2017 - Apr 10, 2017
-3.00%
Oct 8, 2025 - Oct 24, 2025
#15-1.84%
Feb 27, 2015 - Apr 15, 2015
-2.86%
Nov 8, 2024 - Dec 3, 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.

YearSPHYCGUS
20264.14%0.38%
20257.38%0.95%
20247.80%1.02%
20237.30%1.22%
20226.47%1.10%
20215.13%0.00%
20205.63%0.00%
20195.73%0.00%
20184.09%0.00%
20174.41%0.00%
20164.27%0.00%
20154.29%0.00%
20143.98%0.00%
20134.41%0.00%
20122.17%0.00%

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