SPHY vs SUB
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF (SPHY, ETF) and ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB, ETF).
5-Year PerformanceSPHY has outperformed SUB, delivering a return of +4.3% compared to +1.4%
SPHY vs SUB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPHY vs SUB - Historical Returns
Returns include dividend reinvestment.
SPHY vs SUB - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | SPHY | SUB |
|---|---|---|
| 2026 | +1.76% | +0.79% |
| 2025 | +8.31% | +3.55% |
| 2024 | +8.81% | +2.26% |
| 2023 | +12.80% | +2.83% |
| 2022 | -10.48% | -2.02% |
| 2021 | +5.74% | +0.17% |
| 2020 | +6.44% | +2.58% |
| 2019 | +13.55% | +3.00% |
| 2018 | -2.69% | +1.88% |
| 2017 | +6.73% | +0.83% |
| 2016 | +11.15% | +0.01% |
| 2015 | -3.64% | +0.71% |
| 2014 | +6.53% | +0.54% |
| 2013 | -1.34% | +0.77% |
| 2012 | +7.21% | +0.41% |
| 2011 | N/A | +3.85% |
| 2010 | N/A | +0.55% |
| 2009 | N/A | +4.28% |
| 2008 | N/A | +1.68% |
SPHY vs SUB Drawdown Comparison
The maximum drawdown for SPHY was -21.97%, occurring on Mar 23, 2020. Recovery took 164 trading sessions.
The maximum drawdown for SUB was -9.46%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.
The current SUB drawdown is -0.08%.
| Rank | SPHY | SUB |
|---|---|---|
| #1 | -21.97% Feb 14, 2020 - Oct 8, 2020 | -9.46% Mar 6, 2020 - May 19, 2020 |
| #2 | -15.29% Dec 28, 2021 - Dec 14, 2023 | -6.40% Jan 16, 2009 - Sep 12, 2011 |
| #3 | -8.30% Apr 16, 2015 - Apr 25, 2016 | -4.92% Jan 13, 2009 - Jan 16, 2009 |
| #4 | -7.23% May 2, 2013 - Feb 24, 2014 | -4.35% Jul 22, 2021 - Dec 13, 2023 |
| #5 | -4.86% Feb 26, 2025 - May 12, 2025 | -2.43% Mar 1, 2013 - Oct 24, 2013 |
| #6 | -4.21% Dec 29, 2017 - Feb 15, 2019 | -1.71% Aug 24, 2016 - May 23, 2017 |
| #7 | -4.17% Oct 24, 2016 - Jan 18, 2017 | -1.46% Jan 17, 2012 - Mar 1, 2013 |
| #8 | -2.48% Aug 21, 2014 - Jan 14, 2015 | -1.25% Sep 7, 2017 - Nov 29, 2018 |
| #9 | -2.41% Feb 20, 2026 - Apr 8, 2026 | -1.23% Apr 4, 2025 - May 29, 2025 |
| #10 | -2.36% Nov 9, 2021 - Dec 23, 2021 | -0.92% Oct 2, 2024 - Jan 27, 2025 |
| #11 | -2.29% Mar 27, 2024 - May 3, 2024 | -0.87% Jan 30, 2015 - Oct 2, 2015 |
| #12 | -2.28% Jan 29, 2013 - Apr 16, 2013 | -0.80% Feb 23, 2026 - Mar 24, 2026 |
| #13 | -2.07% Sep 17, 2012 - Oct 11, 2012 | -0.77% Aug 15, 2019 - Nov 27, 2019 |
| #14 | -1.99% Mar 1, 2017 - Apr 10, 2017 | -0.75% Sep 12, 2011 - Dec 2, 2011 |
| #15 | -1.84% Feb 27, 2015 - Apr 15, 2015 | -0.68% Dec 27, 2023 - May 8, 2024 |
Correlation
Correlation between SPHY and SUB is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2008 - 2026)
SPHY vs SUB dividend yield comparison.
| Year | SPHY | SUB |
|---|---|---|
| 2026 | 2.95% | 1.06% |
| 2025 | 7.38% | 2.42% |
| 2024 | 7.80% | 2.10% |
| 2023 | 7.30% | 1.73% |
| 2022 | 6.47% | 0.86% |
| 2021 | 5.13% | 0.72% |
| 2020 | 5.63% | 1.23% |
| 2019 | 5.73% | 1.58% |
| 2018 | 4.09% | 1.32% |
| 2017 | 4.41% | 0.95% |
| 2016 | 4.27% | 0.75% |
| 2015 | 4.29% | 0.77% |
| 2014 | 3.98% | 0.76% |
| 2013 | 4.41% | 0.84% |
| 2012 | 2.17% | 0.99% |
| 2011 | 0.00% | 1.27% |
| 2010 | 0.00% | 1.28% |
| 2009 | 0.00% | 1.44% |
| 2008 | 0.00% | 0.33% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks