SPHY vs MOAT
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF (SPHY, ETF) and VANECK MORNINGSTAR WIDE MOAT ETF (MOAT, ETF).
5-Year PerformanceMOAT has outperformed SPHY, delivering a return of +9.4% compared to +4.4%
SPHY vs MOAT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPHY vs MOAT - Historical Returns
Returns include dividend reinvestment.
SPHY vs MOAT - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | SPHY | MOAT |
|---|---|---|
| 2026 | +2.39% | +8.45% |
| 2025 | +8.31% | +13.88% |
| 2024 | +8.81% | +11.05% |
| 2023 | +12.80% | +31.18% |
| 2022 | -10.48% | -14.12% |
| 2021 | +5.74% | +25.53% |
| 2020 | +6.44% | +13.81% |
| 2019 | +13.55% | +34.59% |
| 2018 | -2.69% | -2.52% |
| 2017 | +6.73% | +21.47% |
| 2016 | +11.15% | +22.77% |
| 2015 | -3.64% | -4.92% |
| 2014 | +6.53% | +10.27% |
| 2013 | -1.34% | +27.51% |
| 2012 | +7.21% | +9.65% |
SPHY vs MOAT Drawdown Comparison
The maximum drawdown for SPHY was -21.97%, occurring on Mar 23, 2020. Recovery took 164 trading sessions.
The maximum drawdown for MOAT was -33.31%, occurring on Mar 23, 2020. Recovery took 80 trading sessions.
| Rank | SPHY | MOAT |
|---|---|---|
| #1 | -21.97% Feb 14, 2020 - Oct 8, 2020 | -33.31% Feb 12, 2020 - Jun 8, 2020 |
| #2 | -15.29% Dec 28, 2021 - Dec 14, 2023 | -23.95% Nov 5, 2021 - Jun 2, 2023 |
| #3 | -8.30% Apr 16, 2015 - Apr 25, 2016 | -21.44% Nov 25, 2024 - Jul 10, 2025 |
| #4 | -7.23% May 2, 2013 - Feb 24, 2014 | -16.11% Sep 21, 2018 - Feb 15, 2019 |
| #5 | -4.86% Feb 26, 2025 - May 12, 2025 | -15.09% Jul 31, 2023 - Dec 13, 2023 |
| #6 | -4.21% Dec 29, 2017 - Feb 15, 2019 | -14.59% Nov 21, 2014 - Apr 13, 2016 |
| #7 | -4.17% Oct 24, 2016 - Jan 18, 2017 | -12.43% Jan 15, 2026 - Jul 28, 2026 |
| #8 | -2.48% Aug 21, 2014 - Jan 14, 2015 | -11.96% May 1, 2012 - Aug 16, 2012 |
| #9 | -2.41% Feb 20, 2026 - Apr 8, 2026 | -11.94% Jan 26, 2018 - Aug 20, 2018 |
| #10 | -2.36% Nov 9, 2021 - Dec 23, 2021 | -10.46% Jun 8, 2020 - Aug 27, 2020 |
| #11 | -2.29% Mar 27, 2024 - May 3, 2024 | -8.54% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -2.28% Jan 29, 2013 - Apr 16, 2013 | -8.17% May 3, 2019 - Jul 12, 2019 |
| #13 | -2.07% Sep 17, 2012 - Oct 11, 2012 | -7.43% Sep 14, 2012 - Dec 18, 2012 |
| #14 | -1.99% Mar 1, 2017 - Apr 10, 2017 | -7.19% Jun 6, 2016 - Jul 12, 2016 |
| #15 | -1.84% Feb 27, 2015 - Apr 15, 2015 | -6.85% Jul 26, 2019 - Sep 11, 2019 |
Correlation
Correlation between SPHY and MOAT is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2012 - 2026)
SPHY vs MOAT dividend yield comparison.
| Year | SPHY | MOAT |
|---|---|---|
| 2026 | 4.14% | 0.00% |
| 2025 | 7.38% | 1.36% |
| 2024 | 7.80% | 1.37% |
| 2023 | 7.30% | 0.86% |
| 2022 | 6.47% | 1.25% |
| 2021 | 5.13% | 1.08% |
| 2020 | 5.63% | 1.46% |
| 2019 | 5.73% | 1.31% |
| 2018 | 4.09% | 1.79% |
| 2017 | 4.41% | 1.07% |
| 2016 | 4.27% | 1.17% |
| 2015 | 4.29% | 2.13% |
| 2014 | 3.98% | 1.34% |
| 2013 | 4.41% | 0.79% |
| 2012 | 2.17% | 0.61% |
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