StockComparison Logo
vs

SPHY vs GRID

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF (SPHY, ETF) and FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND (GRID, ETF).

5-Year PerformanceGRID has outperformed SPHY, delivering a return of +16.8% compared to +4.3%

SPHY vs GRID - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPHY
$11B
Winner
GRID
$11B
Expense Ratio
Winner
SPHY
0.05%
GRID
0.56%
Max Drawdown
Winner
SPHY
23.35%
GRID
40.56%
Sharpe Ratio
SPHY
0.88
Winner
GRID
1.67
5Y Beta
Winner
SPHY
0.23
GRID
1.08
5Y Dividends CAGR
SPHY
3.21%
Winner
GRID
22.26%

SPHY vs GRID - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPHY
+0.67%
GRID
-3.14%
3M
SPHY
+2.48%
Winner
GRID
+13.61%
6M
SPHY
+2.41%
Winner
GRID
+24.02%
1Y
SPHY
+7.07%
Winner
GRID
+41.72%
5Y(CAGR)
SPHY
+4.35%
Winner
GRID
+16.82%
10Y(CAGR)
SPHY
+5.23%
Winner
GRID
+19.47%
Max(CAGR)
SPHY
+4.96%
Winner
GRID
+12.93%

SPHY vs GRID - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearSPHYGRID
2026+1.76%+21.38%
2025+8.31%+29.86%
2024+8.81%+16.50%
2023+12.80%+21.63%
2022-10.48%-14.08%
2021+5.74%+28.22%
2020+6.44%+46.19%
2019+13.55%+42.24%
2018-2.69%-22.93%
2017+6.73%+28.47%
2016+11.15%+25.59%
2015-3.64%-4.90%
2014+6.53%+0.55%
2013-1.34%+23.35%
2012+7.21%+15.17%
2011N/A-21.53%
2010N/A-2.49%
2009N/A+6.58%

SPHY vs GRID Drawdown Comparison

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

The maximum drawdown for GRID was -40.56%, occurring on Mar 18, 2020. Recovery took 116 trading sessions.

The current GRID drawdown is -5.40%.

RankSPHYGRID
#1-21.97%
Feb 14, 2020 - Oct 8, 2020
-40.56%
Feb 20, 2020 - Aug 5, 2020
#2-15.29%
Dec 28, 2021 - Dec 14, 2023
-35.42%
Apr 4, 2011 - Sep 24, 2013
#3-8.30%
Apr 16, 2015 - Apr 25, 2016
-29.65%
Jan 26, 2018 - Nov 4, 2019
#4-7.23%
May 2, 2013 - Feb 24, 2014
-29.64%
Nov 19, 2021 - Jun 13, 2023
#5-4.86%
Feb 26, 2025 - May 12, 2025
-26.65%
Mar 6, 2014 - Aug 16, 2016
#6-4.21%
Dec 29, 2017 - Feb 15, 2019
-20.76%
Jul 18, 2023 - Feb 22, 2024
#7-4.17%
Oct 24, 2016 - Jan 18, 2017
-20.62%
Sep 26, 2024 - May 15, 2025
#8-2.48%
Aug 21, 2014 - Jan 14, 2015
-18.68%
Jan 8, 2010 - Jan 24, 2011
#9-2.41%
Feb 20, 2026 - Apr 8, 2026
-11.72%
Feb 25, 2026 - Apr 13, 2026
#10-2.36%
Nov 9, 2021 - Dec 23, 2021
-10.62%
Jul 16, 2024 - Sep 17, 2024
#11-2.29%
Mar 27, 2024 - May 3, 2024
-9.16%
May 11, 2026 - Jun 10, 2026
#12-2.28%
Jan 29, 2013 - Apr 16, 2013
-8.34%
Sep 2, 2020 - Oct 5, 2020
#13-2.07%
Sep 17, 2012 - Oct 11, 2012
-7.91%
Feb 18, 2011 - Mar 30, 2011
#14-1.99%
Mar 1, 2017 - Apr 10, 2017
-7.80%
Oct 29, 2025 - Jan 16, 2026
#15-1.84%
Feb 27, 2015 - Apr 15, 2015
-7.40%
Sep 2, 2021 - Oct 28, 2021

Correlation

Correlation between SPHY and GRID is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2009 - 2026)

SPHY vs GRID dividend yield comparison.

YearSPHYGRID
20262.95%0.05%
20257.38%1.01%
20247.80%1.06%
20237.30%1.23%
20226.47%1.26%
20215.13%0.63%
20205.63%0.68%
20195.73%1.26%
20184.09%1.28%
20174.41%1.07%
20164.27%1.07%
20154.29%1.23%
20143.98%1.46%
20134.41%1.33%
20122.17%0.89%
20110.00%1.02%
20100.00%0.68%
20090.00%0.07%

Select Stocks to Compare

More Comparisons

Compare with similar stocks