SPHY vs DFAX
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF (SPHY, ETF) and DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF (DFAX, ETF).
5-Year PerformanceDFAX has outperformed SPHY, delivering a return of +10.3% compared to +4.4%
SPHY vs DFAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPHY vs DFAX - Historical Returns
Returns include dividend reinvestment.
SPHY vs DFAX - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | SPHY | DFAX |
|---|---|---|
| 2026 | +2.39% | +15.41% |
| 2025 | +8.31% | +35.62% |
| 2024 | +8.81% | +5.82% |
| 2023 | +12.80% | +15.89% |
| 2022 | -10.48% | -14.97% |
| 2021 | +5.74% | -2.69% |
| 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 DFAX Drawdown Comparison
The maximum drawdown for SPHY was -21.97%, occurring on Mar 23, 2020. Recovery took 164 trading sessions.
The maximum drawdown for DFAX was -28.13%, occurring on Oct 12, 2022. Recovery took 624 trading sessions.
| Rank | SPHY | DFAX |
|---|---|---|
| #1 | -21.97% Feb 14, 2020 - Oct 8, 2020 | -28.13% Sep 13, 2021 - Mar 7, 2024 |
| #2 | -15.29% Dec 28, 2021 - Dec 14, 2023 | -13.89% Mar 19, 2025 - May 2, 2025 |
| #3 | -8.30% Apr 16, 2015 - Apr 25, 2016 | -11.11% Feb 25, 2026 - May 6, 2026 |
| #4 | -7.23% May 2, 2013 - Feb 24, 2014 | -9.41% Sep 26, 2024 - Mar 17, 2025 |
| #5 | -4.86% Feb 26, 2025 - May 12, 2025 | -7.96% Jul 12, 2024 - Aug 23, 2024 |
| #6 | -4.21% Dec 29, 2017 - Feb 15, 2019 | -5.54% Jun 2, 2026 - Aug 7, 2026 |
| #7 | -4.17% Oct 24, 2016 - Jan 18, 2017 | -4.58% Nov 12, 2025 - Dec 10, 2025 |
| #8 | -2.48% Aug 21, 2014 - Jan 14, 2015 | -4.21% Apr 9, 2024 - May 6, 2024 |
| #9 | -2.41% Feb 20, 2026 - Apr 8, 2026 | -3.83% Aug 23, 2024 - Sep 19, 2024 |
| #10 | -2.36% Nov 9, 2021 - Dec 23, 2021 | -3.45% May 11, 2026 - May 26, 2026 |
| #11 | -2.29% Mar 27, 2024 - May 3, 2024 | -3.40% Jul 23, 2025 - Aug 12, 2025 |
| #12 | -2.28% Jan 29, 2013 - Apr 16, 2013 | -3.37% Oct 6, 2025 - Oct 24, 2025 |
| #13 | -2.07% Sep 17, 2012 - Oct 11, 2012 | -3.19% May 17, 2024 - Jul 11, 2024 |
| #14 | -1.99% Mar 1, 2017 - Apr 10, 2017 | -2.48% Jun 12, 2025 - Jun 26, 2025 |
| #15 | -1.84% Feb 27, 2015 - Apr 15, 2015 | -2.21% Oct 27, 2025 - Nov 11, 2025 |
Correlation
Correlation between SPHY and DFAX is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2012 - 2026)
SPHY vs DFAX dividend yield comparison.
| Year | SPHY | DFAX |
|---|---|---|
| 2026 | 4.14% | 1.17% |
| 2025 | 7.38% | 2.58% |
| 2024 | 7.80% | 2.98% |
| 2023 | 7.30% | 3.01% |
| 2022 | 6.47% | 3.30% |
| 2021 | 5.13% | 1.40% |
| 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% |
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