SPHY vs SDVY

Comparison between SPDR PORTFOLIO HIGH YIELD BOND ETF (SPHY, ETF) and FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF).

5-Year PerformanceSDVY has outperformed SPHY, delivering a return of +8.6% compared to +4.5%

SPHY vs SDVY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPHY(ETF)	SDVY(ETF)
Net Assets	$10B	$10B
Expense Ratio	0.05%	0.58%
Max Drawdown	23.35%	45.19%
Sharpe Ratio	1.30	1.38
5Y Beta	0.23	0.94
P/E Ratio	N/A	17.70
Forward P/E	N/A	15.43
PEG Ratio	N/A	0.27
5Y Dividends CAGR	4.66%	10.72%
5Y EPS CAGR	N/A	22.59%
Debt to Equity	N/A	16.57%
P/S Ratio	N/A	2.16
P/B Ratio	N/A	2.55

Net Assets

SPHY

$10B

SDVY

$10B

Expense Ratio

Winner

SPHY

0.05%

SDVY

0.58%

Max Drawdown

Winner

SPHY

23.35%

SDVY

45.19%

Sharpe Ratio

SPHY

1.30

Winner

SDVY

1.38

5Y Beta

Winner

SPHY

0.23

SDVY

0.94

P/E Ratio

SPHY

N/A

SDVY

17.70

Forward P/E

SPHY

N/A

SDVY

15.43

PEG Ratio

SPHY

N/A

SDVY

0.27

5Y Dividends CAGR

SPHY

4.66%

Winner

SDVY

10.72%

5Y EPS CAGR

SPHY

N/A

SDVY

22.59%

Debt to Equity

SPHY

N/A

SDVY

16.57%

P/S Ratio

SPHY

N/A

SDVY

2.16

P/B Ratio

SPHY

N/A

SDVY

2.55

SPHY vs SDVY - Historical Returns

Returns include dividend reinvestment.

Period	SPHY	SDVY
1 month	+0.50%	+1.33%
3 months	+0.58%	-0.72%
6 months	+2.89%	+11.51%
1 year	+8.91%	+25.62%
5 years(CAGR)	+4.46%	+8.57%
10 years(CAGR)	+5.31%	+11.02%
Max(CAGR)	+4.97%	+11.02%

SPHY

+0.50%

Winner

SDVY

+1.33%

Winner

SPHY

+0.58%

SDVY

-0.72%

SPHY

+2.89%

Winner

SDVY

+11.51%

SPHY

+8.91%

Winner

SDVY

+25.62%

5Y(CAGR)

SPHY

+4.46%

Winner

SDVY

+8.57%

10Y(CAGR)

SPHY

+5.31%

Winner

SDVY

+11.02%

Max(CAGR)

SPHY

+4.97%

Winner

SDVY

+11.02%

SPHY vs SDVY - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	SPHY	SDVY
2026	+1.42%	+8.33%
2025	+8.31%	+9.13%
2024	+8.81%	+11.49%
2023	+12.80%	+28.50%
2022	-10.48%	-12.37%
2021	+5.74%	+29.11%
2020	+6.44%	+11.08%
2019	+13.55%	+24.65%
2018	-2.69%	-15.06%
2017	+6.73%	+5.78%
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 SDVY Drawdown Comparison

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

The maximum drawdown for SDVY was -44.70%, occurring on Mar 23, 2020. Recovery took 334 trading sessions.

The current SPHY drawdown is -0.06%. The current SDVY drawdown is -1.51%.

Rank	SPHY	SDVY
#1	-21.97% Feb 14, 2020 - Oct 8, 2020	-44.70% Jul 24, 2019 - Nov 17, 2020
#2	-15.29% Dec 28, 2021 - Dec 14, 2023	-25.92% Nov 25, 2024 - Jan 5, 2026
#3	-8.30% Apr 16, 2015 - Apr 25, 2016	-24.44% Jan 4, 2022 - Jul 19, 2023
#4	-7.23% May 2, 2013 - Feb 24, 2014	-22.58% Aug 21, 2018 - Jul 24, 2019
#5	-4.86% Feb 26, 2025 - May 12, 2025	-12.52% Aug 7, 2023 - Dec 4, 2023
#6	-4.21% Dec 29, 2017 - Feb 15, 2019	-9.76% Jul 31, 2024 - Oct 11, 2024
#7	-4.17% Oct 24, 2016 - Jan 18, 2017	-9.27% Feb 20, 2026 - Apr 27, 2026
#8	-2.48% Aug 21, 2014 - Jan 14, 2015	-8.86% May 7, 2021 - Nov 3, 2021
#9	-2.41% Feb 20, 2026 - Apr 8, 2026	-8.09% Jan 23, 2018 - Aug 21, 2018
#10	-2.36% Nov 9, 2021 - Dec 23, 2021	-7.23% Nov 16, 2021 - Jan 4, 2022
#11	-2.29% Mar 27, 2024 - May 3, 2024	-7.15% Mar 28, 2024 - May 15, 2024
#12	-2.28% Jan 29, 2013 - Apr 16, 2013	-6.13% Mar 15, 2021 - Apr 5, 2021
#13	-2.07% Sep 17, 2012 - Oct 11, 2012	-6.08% Dec 26, 2023 - Mar 7, 2024
#14	-1.99% Mar 1, 2017 - Apr 10, 2017	-6.07% May 15, 2024 - Jul 15, 2024
#15	-1.84% Feb 27, 2015 - Apr 15, 2015	-5.95% Jan 20, 2021 - Feb 5, 2021

Correlation

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

0.96

-101

Dividend Comparison (2012 - 2026)

SPHY vs SDVY dividend yield comparison.

Year	SPHY	SDVY
2026	2.35%	0.23%
2025	7.38%	1.69%
2024	7.80%	1.60%
2023	7.30%	1.90%
2022	6.47%	2.28%
2021	5.13%	1.09%
2020	5.63%	1.48%
2019	5.73%	1.69%
2018	4.09%	1.57%
2017	4.41%	0.29%
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%