SPHY vs XLG
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF (SPHY, ETF) and INVESCO S&P 500 TOP 50 ETF (XLG, ETF).
5-Year PerformanceXLG has outperformed SPHY, delivering a return of +15.1% compared to +4.3%
SPHY vs XLG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPHY vs XLG - Historical Returns
Returns include dividend reinvestment.
SPHY vs XLG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPHY | XLG |
|---|---|---|
| 2026 | +1.76% | +3.99% |
| 2025 | +8.31% | +19.86% |
| 2024 | +8.81% | +34.63% |
| 2023 | +12.80% | +38.98% |
| 2022 | -10.48% | -25.22% |
| 2021 | +5.74% | +32.52% |
| 2020 | +6.44% | +22.59% |
| 2019 | +13.55% | +31.49% |
| 2018 | -2.69% | -4.27% |
| 2017 | +6.73% | +22.13% |
| 2016 | +11.15% | +13.05% |
| 2015 | -3.64% | +4.39% |
| 2014 | +6.53% | +12.19% |
| 2013 | -1.34% | +25.40% |
| 2012 | +7.21% | +13.33% |
| 2011 | N/A | +3.57% |
| 2010 | N/A | +7.41% |
| 2009 | N/A | +16.95% |
| 2008 | N/A | -32.91% |
| 2007 | N/A | +4.53% |
| 2006 | N/A | +15.92% |
| 2005 | N/A | +3.78% |
SPHY vs XLG Drawdown Comparison
The maximum drawdown for SPHY was -21.97%, occurring on Mar 23, 2020. Recovery took 164 trading sessions.
The maximum drawdown for XLG was -52.40%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current XLG drawdown is -5.06%.
| Rank | SPHY | XLG |
|---|---|---|
| #1 | -21.97% Feb 14, 2020 - Oct 8, 2020 | -52.40% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -15.29% Dec 28, 2021 - Dec 14, 2023 | -30.45% Feb 19, 2020 - Jul 8, 2020 |
| #3 | -8.30% Apr 16, 2015 - Apr 25, 2016 | -28.03% Jan 3, 2022 - Nov 20, 2023 |
| #4 | -7.23% May 2, 2013 - Feb 24, 2014 | -20.71% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -4.86% Feb 26, 2025 - May 12, 2025 | -19.78% Oct 3, 2018 - Apr 15, 2019 |
| #6 | -4.21% Dec 29, 2017 - Feb 15, 2019 | -13.40% Jul 20, 2015 - Nov 3, 2015 |
| #7 | -4.17% Oct 24, 2016 - Jan 18, 2017 | -12.42% Oct 29, 2025 - Apr 22, 2026 |
| #8 | -2.48% Aug 21, 2014 - Jan 14, 2015 | -11.32% Jul 10, 2024 - Oct 9, 2024 |
| #9 | -2.41% Feb 20, 2026 - Apr 8, 2026 | -11.15% Sep 2, 2020 - Dec 28, 2020 |
| #10 | -2.36% Nov 9, 2021 - Dec 23, 2021 | -10.81% Nov 3, 2015 - Apr 13, 2016 |
| #11 | -2.29% Mar 27, 2024 - May 3, 2024 | -10.62% Jan 26, 2018 - Jul 25, 2018 |
| #12 | -2.28% Jan 29, 2013 - Apr 16, 2013 | -8.87% Oct 4, 2012 - Feb 1, 2013 |
| #13 | -2.07% Sep 17, 2012 - Oct 11, 2012 | -8.26% Apr 29, 2019 - Jul 2, 2019 |
| #14 | -1.99% Mar 1, 2017 - Apr 10, 2017 | -7.99% Jul 16, 2007 - Sep 19, 2007 |
| #15 | -1.84% Feb 27, 2015 - Apr 15, 2015 | -7.30% Sep 19, 2014 - Oct 31, 2014 |
Correlation
Correlation between SPHY and XLG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
SPHY vs XLG dividend yield comparison.
| Year | SPHY | XLG |
|---|---|---|
| 2026 | 2.95% | 0.15% |
| 2025 | 7.38% | 0.64% |
| 2024 | 7.80% | 0.72% |
| 2023 | 7.30% | 0.97% |
| 2022 | 6.47% | 1.34% |
| 2021 | 5.13% | 0.94% |
| 2020 | 5.63% | 1.25% |
| 2019 | 5.73% | 1.58% |
| 2018 | 4.09% | 2.00% |
| 2017 | 4.41% | 1.85% |
| 2016 | 4.27% | 2.00% |
| 2015 | 4.29% | 2.09% |
| 2014 | 3.98% | 1.97% |
| 2013 | 4.41% | 1.97% |
| 2012 | 2.17% | 2.21% |
| 2011 | 0.00% | 2.61% |
| 2010 | 0.00% | 1.93% |
| 2009 | 0.00% | 2.31% |
| 2008 | 0.00% | 3.10% |
| 2007 | 0.00% | 1.98% |
| 2006 | 0.00% | 1.72% |
| 2005 | 0.00% | 1.00% |
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