SPSM vs SPY
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 600(TM) SMALL CAP ETF (SPSM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SPSM, delivering a return of +13.2% compared to +6.6%
SPSM vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPSM
$16B
Winner
SPY
$784B
Expense Ratio
Winner
SPSM
0.03%
SPY
0.09%
Max Drawdown
Winner
SPSM
44.40%
SPY
56.47%
Sharpe Ratio
Winner
SPSM
1.64
SPY
1.54
5Y Beta
SPSM
1.02
Winner
SPY
1.00
P/E Ratio
SPSM
40.14
Winner
SPY
27.62
Forward P/E
Winner
SPSM
15.20
SPY
21.11
5Y Dividends CAGR
Winner
SPSM
9.79%
SPY
6.00%
5Y EPS CAGR
SPSM
9.77%
Winner
SPY
25.30%
Debt to Equity
SPSM
62.31%
Winner
SPY
31.11%
P/S Ratio
Winner
SPSM
1.15
SPY
3.49
P/B Ratio
Winner
SPSM
2.06
SPY
5.30
SPSM vs SPY - Holdings Comparison
SPSM and SPY have 2 common holdings. Overlap is -1.34%
SPSM's top 25 holdings weight is 12.61%. SPY's top 25 holdings weight is 51.24%.
| Rank | SPSM | SPY |
|---|---|---|
| #1 | SEMTECH CORP (SMTC) - 0.86% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | SANMINA CORP (SANM) - 0.78% | APPLE INC (AAPL) - 6.81% |
| #3 | VIAVI SOLUTIONS INC (VIAV) - 0.67% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | FORMFACTOR INC (FORM) - 0.62% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | MOLINA HEALTHCARE INC (MOH) - 0.59% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | ELEMENT SOLUTIONS INC (ESI) - 0.58% | BROADCOM INC (AVGO) - 2.77% |
| #7 | ARGAN INC (AGX) - 0.55% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.54% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | STONEX GROUP INC (SNEX) - 0.53% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.50% | TESLA INC (TSLA) - 1.76% |
| #11 | ESCO TECHNOLOGIES INC (ESE) - 0.49% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | VIASAT INC (VSAT) - 0.49% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | EASTMAN CHEMICAL CO (EMN) - 0.48% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | POWELL INDUSTRIES INC (POWL) - 0.48% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | KRYSTAL BIOTECH INC (KRYS) - 0.48% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | QORVO INC (QRVO) - 0.47% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.46% | VISA INC CLASS A (V) - 0.87% |
| #18 | PLEXUS CORP (PLXS) - 0.45% | INTEL CORP (INTC) - 0.85% |
| #19 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.45% | WALMART INC (WMT) - 0.82% |
| #20 | RALLIANT CORP (RAL) - 0.45% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | FIRST BANCORP (FBP) - 0.37% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | LYFT INC CLASS A (LYFT) - 0.33% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | MOHAWK INDUSTRIES INC (MHK) - 0.33% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | VSE CORP (VSEC) - 0.33% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | AMERIS BANCORP (ABCB) - 0.33% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 571 | 505 |
SPSM vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPSM
+4.27%
SPY
-1.37%
3M
Winner
SPSM
+16.62%
SPY
+12.22%
6M
Winner
SPSM
+16.90%
SPY
+7.20%
1Y
Winner
SPSM
+34.59%
SPY
+23.58%
5Y(CAGR)
SPSM
+6.64%
Winner
SPY
+13.19%
10Y(CAGR)
SPSM
+11.50%
Winner
SPY
+15.12%
Max(CAGR)
Winner
SPSM
+11.24%
SPY
+8.44%
SPSM vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPSM | SPY |
|---|---|---|
| 2026 | +18.21% | +7.95% |
| 2025 | +6.16% | +18.00% |
| 2024 | +9.09% | +25.59% |
| 2023 | +16.28% | +26.72% |
| 2022 | -17.04% | -18.64% |
| 2021 | +28.01% | +30.52% |
| 2020 | +11.63% | +17.28% |
| 2019 | +25.19% | +31.09% |
| 2018 | -12.00% | -5.24% |
| 2017 | +17.09% | +20.78% |
| 2016 | +28.86% | +13.59% |
| 2015 | +1.91% | +1.31% |
| 2014 | +9.97% | +14.56% |
| 2013 | +17.24% | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
SPSM vs SPY Drawdown Comparison
The maximum drawdown for SPSM was -42.88%, occurring on Mar 23, 2020. Recovery took 212 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SPSM drawdown is -0.41%. The current SPY drawdown is -3.18%.
| Rank | SPSM | SPY |
|---|---|---|
| #1 | -42.88% Jan 16, 2020 - Nov 17, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -27.95% Nov 25, 2024 - Dec 11, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -26.41% Aug 31, 2018 - Jan 16, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -26.41% Nov 8, 2021 - Jul 16, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -23.20% Jun 23, 2015 - Jul 27, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -12.22% Jul 1, 2014 - Dec 19, 2014 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -9.88% Jun 8, 2021 - Nov 1, 2021 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -9.69% Mar 4, 2014 - Jun 30, 2014 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.27% Mar 12, 2021 - Jun 1, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.12% Jan 23, 2018 - May 16, 2018 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.08% Jul 31, 2024 - Oct 16, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.72% Feb 10, 2026 - Apr 14, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.65% Sep 22, 2016 - Nov 11, 2016 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.21% Jan 22, 2014 - Feb 26, 2014 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.49% Jul 25, 2017 - Sep 18, 2017 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SPSM and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
SPSM vs SPY dividend yield comparison.
| Year | SPSM | SPY |
|---|---|---|
| 2026 | 0.66% | 0.50% |
| 2025 | 1.62% | 1.07% |
| 2024 | 1.85% | 1.21% |
| 2023 | 1.61% | 1.40% |
| 2022 | 1.38% | 1.65% |
| 2021 | 1.40% | 1.20% |
| 2020 | 1.34% | 1.52% |
| 2019 | 1.58% | 1.75% |
| 2018 | 1.82% | 2.04% |
| 2017 | 3.29% | 1.80% |
| 2016 | 4.48% | 2.03% |
| 2015 | 7.10% | 2.06% |
| 2014 | 5.10% | 1.87% |
| 2013 | 2.05% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
Select Stocks to Compare
Popular: SPSM vs SPY
More Comparisons
Compare with similar stocks
Compare SPSM with:
Compare SPY with:
Popular suggestions:
SPY vs VOO
SPDR S&P 500 ETF Trust vs VANGUARD 500 INDEX FUND ETF SHARES
SPY vs BRK-B
SPDR S&P 500 ETF Trust vs Berkshire Hathaway Inc - Class B
SPY vs SCHD
SPDR S&P 500 ETF Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
SPSM vs ISCB
STATE STREET(R) SPDR(R) PORTFOLIO S&P 600(TM) SMALL CAP ETF vs ISHARES MORNINGSTAR SMALL-CAP ETF
SPY vs GLD
SPDR S&P 500 ETF Trust vs SPDR Gold Shares ETF
SPY vs SPYG
SPDR S&P 500 ETF Trust vs STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF