SPMD vs HYG
Comparison between SPDR(R) PORTFOLIO S&P 400 MID CAP ETF (SPMD, ETF) and ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF (HYG, ETF).
5-Year PerformanceSPMD has outperformed HYG, delivering a return of +8.5% compared to +3.9%
SPMD vs HYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPMD vs HYG - Historical Returns
Returns include dividend reinvestment.
SPMD vs HYG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPMD | HYG |
|---|---|---|
| 2026 | +9.85% | +0.99% |
| 2025 | +7.70% | +8.34% |
| 2024 | +14.26% | +8.33% |
| 2023 | +16.97% | +11.32% |
| 2022 | -13.41% | -10.95% |
| 2021 | +26.68% | +3.96% |
| 2020 | +13.36% | +4.04% |
| 2019 | +25.15% | +14.24% |
| 2018 | -11.76% | -2.11% |
| 2017 | +14.82% | +5.63% |
| 2016 | +20.57% | +14.09% |
| 2015 | -2.73% | -5.03% |
| 2014 | +9.38% | +1.72% |
| 2013 | +35.41% | +4.77% |
| 2012 | +15.80% | +11.30% |
| 2011 | -2.07% | +6.68% |
| 2010 | +23.61% | +11.02% |
| 2009 | +43.74% | +28.98% |
| 2008 | -37.86% | -16.57% |
| 2007 | +4.98% | +1.62% |
| 2006 | +11.73% | N/A |
| 2005 | +3.21% | N/A |
SPMD vs HYG Drawdown Comparison
The maximum drawdown for SPMD was -57.65%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The maximum drawdown for HYG was -34.28%, occurring on Nov 20, 2008. Recovery took 556 trading sessions.
The current SPMD drawdown is -1.74%. The current HYG drawdown is -0.45%.
| Rank | SPMD | HYG |
|---|---|---|
| #1 | -57.65% Jul 17, 2007 - Dec 17, 2010 | -34.28% Sep 19, 2007 - Dec 2, 2009 |
| #2 | -41.85% Feb 20, 2020 - Nov 9, 2020 | -22.03% Feb 13, 2020 - Nov 4, 2020 |
| #3 | -27.47% Apr 29, 2011 - Mar 15, 2012 | -15.79% Dec 27, 2021 - Mar 7, 2024 |
| #4 | -24.96% Jun 22, 2015 - Nov 14, 2016 | -13.44% Apr 15, 2015 - Jul 8, 2016 |
| #5 | -24.31% Aug 29, 2018 - Dec 19, 2019 | -10.05% Jul 22, 2011 - Oct 24, 2011 |
| #6 | -24.09% Nov 25, 2024 - Dec 10, 2025 | -8.38% May 25, 2007 - Sep 18, 2007 |
| #7 | -23.70% Nov 16, 2021 - Feb 9, 2024 | -7.90% Oct 27, 2011 - Dec 23, 2011 |
| #8 | -12.22% Mar 19, 2012 - Sep 13, 2012 | -7.07% Apr 23, 2010 - Jul 20, 2010 |
| #9 | -11.85% May 8, 2006 - Nov 15, 2006 | -7.05% May 8, 2013 - Nov 29, 2013 |
| #10 | -11.64% Jul 2, 2014 - Nov 25, 2014 | -6.42% Jun 25, 2014 - Apr 15, 2015 |
| #11 | -9.37% Jan 26, 2018 - May 21, 2018 | -6.41% Oct 1, 2018 - Jan 31, 2019 |
| #12 | -8.86% Feb 20, 2026 - Apr 17, 2026 | -6.05% Jan 8, 2010 - Mar 16, 2010 |
| #13 | -7.83% Jul 16, 2024 - Sep 19, 2024 | -4.56% May 18, 2011 - Jul 7, 2011 |
| #14 | -7.14% Sep 14, 2012 - Dec 18, 2012 | -4.56% Feb 28, 2025 - May 12, 2025 |
| #15 | -7.12% Mar 28, 2024 - May 15, 2024 | -4.50% May 2, 2012 - Jun 29, 2012 |
Correlation
Correlation between SPMD and HYG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
SPMD vs HYG dividend yield comparison.
| Year | SPMD | HYG |
|---|---|---|
| 2026 | 0.29% | 2.00% |
| 2025 | 1.39% | 5.71% |
| 2024 | 1.42% | 6.01% |
| 2023 | 1.47% | 5.74% |
| 2022 | 1.64% | 5.30% |
| 2021 | 1.24% | 4.02% |
| 2020 | 1.30% | 4.88% |
| 2019 | 1.57% | 4.99% |
| 2018 | 1.85% | 5.54% |
| 2017 | 1.97% | 5.12% |
| 2016 | 2.13% | 5.27% |
| 2015 | 5.33% | 5.90% |
| 2014 | 5.71% | 5.69% |
| 2013 | 10.67% | 6.10% |
| 2012 | 2.48% | 6.60% |
| 2011 | 1.34% | 7.51% |
| 2010 | 1.13% | 8.25% |
| 2009 | 1.31% | 9.48% |
| 2008 | 2.34% | 10.08% |
| 2007 | 6.04% | 5.23% |
| 2006 | 2.73% | 0.00% |
| 2005 | 0.18% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks