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SPYD vs BLV

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) HIGH DIVIDEND ETF (SPYD, ETF) and VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES (BLV, ETF).

5-Year PerformanceSPYD has outperformed BLV, delivering a return of +9.3% compared to -4.7%

SPYD vs BLV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPYD
$8.70B
BLV
$8.70B
Expense Ratio
SPYD
0.07%
Winner
BLV
0.03%
Max Drawdown
SPYD
47.32%
Winner
BLV
46.31%
Sharpe Ratio
Winner
SPYD
1.41
BLV
-0.45
5Y Beta
SPYD
0.48
Winner
BLV
0.14
P/E Ratio
SPYD
23.74
BLV
N/A
Forward P/E
SPYD
14.40
BLV
N/A
PEG Ratio
SPYD
-0.07
BLV
N/A
5Y Dividends CAGR
Winner
SPYD
5.84%
BLV
-12.75%
5Y EPS CAGR
SPYD
6.02%
BLV
N/A
Debt to Equity
SPYD
-107.87%
BLV
N/A
P/S Ratio
SPYD
1.43
BLV
N/A
P/B Ratio
SPYD
1.96
BLV
N/A

SPYD vs BLV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPYD
+2.78%
BLV
-1.49%
3M
Winner
SPYD
+8.01%
BLV
-1.79%
6M
Winner
SPYD
+8.40%
BLV
-2.59%
1Y
Winner
SPYD
+21.25%
BLV
+0.17%
5Y(CAGR)
Winner
SPYD
+9.29%
BLV
-4.65%
10Y(CAGR)
Winner
SPYD
+8.81%
BLV
+0.36%
Max(CAGR)
Winner
SPYD
+9.66%
BLV
+4.07%

SPYD vs BLV - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearSPYDBLV
2026+16.91%-1.67%
2025+4.95%+6.29%
2024+13.90%-3.04%
2023+3.67%+6.00%
2022-1.93%-25.67%
2021+35.01%-2.55%
2020-10.84%+15.55%
2019+21.98%+18.60%
2018-5.21%-3.25%
2017+11.68%+10.31%
2016+25.61%+6.50%
2015-2.59%-4.71%
2014N/A+19.86%
2013N/A-8.08%
2012N/A+8.52%
2011N/A+22.81%
2010N/A+9.46%
2009N/A+2.41%
2008N/A+9.20%
2007N/A+6.27%

SPYD vs BLV Drawdown Comparison

The maximum drawdown for SPYD was -46.38%, occurring on Mar 23, 2020. Recovery took 278 trading sessions.

The maximum drawdown for BLV was -38.28%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current SPYD drawdown is -1.27%. The current BLV drawdown is -25.76%.

RankSPYDBLV
#1-46.38%
Jan 16, 2020 - Feb 24, 2021
-38.28%
Aug 6, 2020 - Oct 19, 2023
#2-22.20%
Apr 20, 2022 - Jul 11, 2024
-20.04%
Mar 9, 2020 - Jul 7, 2020
#3-16.15%
Nov 27, 2024 - Jan 14, 2026
-14.49%
May 2, 2013 - Jul 21, 2014
#4-13.63%
Aug 20, 2018 - Feb 19, 2019
-12.71%
Sep 15, 2008 - Dec 11, 2008
#5-9.68%
Nov 3, 2015 - Mar 2, 2016
-12.37%
Jan 30, 2015 - Jun 3, 2016
#6-9.60%
Jan 26, 2018 - Aug 3, 2018
-12.13%
Jul 8, 2016 - Mar 22, 2019
#7-9.20%
Jun 8, 2021 - Nov 15, 2021
-11.20%
Dec 30, 2008 - Sep 2, 2009
#8-8.71%
Jul 3, 2019 - Sep 11, 2019
-10.32%
Aug 26, 2010 - Jul 29, 2011
#9-7.72%
Apr 12, 2019 - Jul 3, 2019
-5.97%
Aug 28, 2019 - Jan 27, 2020
#10-7.05%
Feb 13, 2026 - May 22, 2026
-5.84%
Jul 25, 2012 - May 1, 2013
#11-6.76%
Nov 15, 2021 - Dec 27, 2021
-5.61%
May 7, 2007 - Aug 31, 2007
#12-6.34%
Sep 7, 2016 - Nov 15, 2016
-5.31%
Sep 22, 2011 - Dec 19, 2011
#13-5.54%
Jan 14, 2022 - Mar 25, 2022
-5.13%
Jan 31, 2012 - May 4, 2012
#14-5.01%
Sep 11, 2019 - Oct 22, 2019
-5.13%
Oct 1, 2009 - Apr 27, 2010
#15-4.56%
Mar 15, 2021 - Apr 15, 2021
-4.93%
Mar 20, 2008 - Sep 10, 2008

Correlation

Correlation between SPYD and BLV is 0.02 which considered as a very weak or no correlation - the stocks move independently of each other.

0.02
-101

Dividend Comparison (2007 - 2026)

SPYD vs BLV dividend yield comparison.

YearSPYDBLV
20261.99%2.90%
20254.52%4.67%
20244.31%5.09%
20234.66%4.06%
20225.01%4.17%
20213.68%3.37%
20204.95%6.12%
20194.42%3.57%
20184.75%4.07%
20174.63%3.63%
20164.34%4.16%
20151.13%4.37%
20140.00%3.88%
20130.00%4.85%
20120.00%5.66%
20110.00%5.11%
20100.00%5.85%
20090.00%5.26%
20080.00%4.99%
20070.00%3.57%

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