SPYD vs HEFA
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) HIGH DIVIDEND ETF (SPYD, ETF) and ISHARES CURRENCY HEDGED MSCI EAFE ETF (HEFA, ETF).
5-Year PerformanceHEFA has outperformed SPYD, delivering a return of +14.2% compared to +9.1%
SPYD vs HEFA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPYD
$7.40B
HEFA
$7.30B
Expense Ratio
Winner
SPYD
0.07%
HEFA
0.35%
Max Drawdown
SPYD
47.32%
Winner
HEFA
32.39%
Sharpe Ratio
SPYD
1.30
Winner
HEFA
1.83
5Y Beta
Winner
SPYD
0.48
HEFA
0.73
P/E Ratio
SPYD
23.74
HEFA
N/A
Forward P/E
SPYD
14.40
HEFA
N/A
PEG Ratio
SPYD
-0.07
HEFA
N/A
5Y Dividends CAGR
SPYD
5.84%
Winner
HEFA
17.50%
5Y EPS CAGR
SPYD
6.02%
HEFA
N/A
Debt to Equity
SPYD
-107.87%
HEFA
N/A
P/S Ratio
SPYD
1.43
HEFA
N/A
P/B Ratio
SPYD
1.96
HEFA
N/A
SPYD vs HEFA - Holdings Comparison
SPYD and HEFA have 1 common holdings. Overlap is -35.72%
SPYD's top 25 holdings weight is 36.36%. HEFA's top 25 holdings weight is 156.51%.
| Rank | SPYD | HEFA |
|---|---|---|
| #1 | PHILLIPS 66 (PSX) - 1.71% | ISHARES MSCI EAFE ETF (EFA) - 100.01% |
| #2 | IRON MOUNTAIN INC (IRM) - 1.53% | EUR/USD PURCHASED (n/a) - 35.08% |
| #3 | CVS HEALTH CORP (CVS) - 1.53% | JPY/USD PURCHASED (n/a) - 23.71% |
| #4 | APA CORP (APA) - 1.52% | GBP/USD PURCHASED (n/a) - 13.57% |
| #5 | TARGET CORP (TGT) - 1.52% | CHF/USD PURCHASED (n/a) - 9.37% |
| #6 | EOG RESOURCES INC (EOG) - 1.51% | AUD/USD PURCHASED (n/a) - 6.38% |
| #7 | VIATRIS INC (VTRS) - 1.51% | SEK/USD PURCHASED (n/a) - 3.04% |
| #8 | HOST HOTELS & RESORTS INC (HST) - 1.49% | HKD/USD PURCHASED (n/a) - 1.81% |
| #9 | BEST BUY CO INC (BBY) - 1.48% | DKK/USD PURCHASED (n/a) - 1.62% |
| #10 | EDISON INTERNATIONAL (EIX) - 1.48% | SGD/USD PURCHASED (n/a) - 1.42% |
| #11 | FRANKLIN RESOURCES INC (BEN) - 1.47% | ILS/USD PURCHASED (n/a) - 0.87% |
| #12 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.47% | NOK/USD PURCHASED (n/a) - 0.64% |
| #13 | HEALTHPEAK PROPERTIES INC (DOC) - 1.44% | USD CASH (n/a) - 0.00% |
| #14 | HP INC (HPQ) - 1.44% | NZD/USD PURCHASED (n/a) - 0.00% |
| #15 | KIMCO REALTY CORP (KIM) - 1.44% | CASH OFFSET (n/a) - -0.05% |
| #16 | ONEOK INC (OKE) - 1.43% | NZD/USD SOLD (n/a) - -0.17% |
| #17 | SIMON PROPERTY GROUP INC (SPG) - 1.43% | NOK/USD SOLD (n/a) - -0.69% |
| #18 | ALTRIA GROUP INC (MO) - 1.42% | ILS/USD SOLD (n/a) - -0.92% |
| #19 | FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.42% | SGD/USD SOLD (n/a) - -1.51% |
| #20 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.42% | DKK/USD SOLD (n/a) - -1.73% |
| #21 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.36% | HKD/USD SOLD (n/a) - -1.95% |
| #22 | REGENCY CENTERS CORP (REG) - 1.34% | SEK/USD SOLD (n/a) - -3.14% |
| #23 | THE KRAFT HEINZ CO (KHC) - 1.34% | AUD/USD SOLD (n/a) - -6.71% |
| #24 | DOMINION ENERGY INC (D) - 1.34% | CHF/USD SOLD (n/a) - -9.88% |
| #25 | KINDER MORGAN INC CLASS P (KMI) - 1.32% | GBP/USD SOLD (n/a) - -14.26% |
| Total Holdings | 81 | 27 |
SPYD vs HEFA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPYD
+2.89%
HEFA
+0.90%
3M
Winner
SPYD
+6.51%
HEFA
+6.26%
6M
SPYD
+7.51%
Winner
HEFA
+9.29%
1Y
SPYD
+20.90%
Winner
HEFA
+30.43%
5Y(CAGR)
SPYD
+9.12%
Winner
HEFA
+14.19%
10Y(CAGR)
SPYD
+8.75%
Winner
HEFA
+12.93%
Max(CAGR)
SPYD
+9.58%
Winner
HEFA
+10.94%
SPYD vs HEFA - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | SPYD | HEFA |
|---|---|---|
| 2026 | +15.95% | +14.46% |
| 2025 | +4.95% | +24.11% |
| 2024 | +13.90% | +13.79% |
| 2023 | +3.67% | +18.27% |
| 2022 | -1.93% | -5.86% |
| 2021 | +35.01% | +19.07% |
| 2020 | -10.84% | +0.72% |
| 2019 | +21.98% | +27.05% |
| 2018 | -5.21% | -9.58% |
| 2017 | +11.68% | +15.19% |
| 2016 | +25.61% | +8.06% |
| 2015 | -2.59% | +3.94% |
| 2014 | N/A | +6.13% |
SPYD vs HEFA Drawdown Comparison
The maximum drawdown for SPYD was -46.38%, occurring on Mar 23, 2020. Recovery took 278 trading sessions.
The maximum drawdown for HEFA was -32.39%, occurring on Mar 16, 2020. Recovery took 226 trading sessions.
The current SPYD drawdown is -2.08%.
| Rank | SPYD | HEFA |
|---|---|---|
| #1 | -46.38% Jan 16, 2020 - Feb 24, 2021 | -32.39% Feb 12, 2020 - Jan 5, 2021 |
| #2 | -22.20% Apr 20, 2022 - Jul 11, 2024 | -23.14% May 27, 2015 - Mar 1, 2017 |
| #3 | -16.15% Nov 27, 2024 - Jan 14, 2026 | -15.43% Jan 23, 2018 - Apr 12, 2019 |
| #4 | -13.63% Aug 20, 2018 - Feb 19, 2019 | -14.77% Jan 4, 2022 - Jan 23, 2023 |
| #5 | -9.68% Nov 3, 2015 - Mar 2, 2016 | -14.28% Feb 18, 2025 - May 12, 2025 |
| #6 | -9.60% Jan 26, 2018 - Aug 3, 2018 | -9.79% Jul 12, 2024 - Oct 14, 2024 |
| #7 | -9.20% Jun 8, 2021 - Nov 15, 2021 | -9.52% Feb 25, 2026 - May 21, 2026 |
| #8 | -8.71% Jul 3, 2019 - Sep 11, 2019 | -9.48% Sep 4, 2014 - Nov 18, 2014 |
| #9 | -7.72% Apr 12, 2019 - Jul 3, 2019 | -7.49% Dec 5, 2014 - Jan 26, 2015 |
| #10 | -7.05% Feb 13, 2026 - May 22, 2026 | -6.87% Jul 3, 2019 - Sep 12, 2019 |
| #11 | -6.76% Nov 15, 2021 - Dec 27, 2021 | -6.78% Jul 31, 2023 - Nov 24, 2023 |
| #12 | -6.34% Sep 7, 2016 - Nov 15, 2016 | -5.83% Mar 3, 2023 - Apr 10, 2023 |
| #13 | -5.54% Jan 14, 2022 - Mar 25, 2022 | -5.59% Nov 16, 2021 - Jan 3, 2022 |
| #14 | -5.01% Sep 11, 2019 - Oct 22, 2019 | -4.97% Apr 29, 2019 - Jul 1, 2019 |
| #15 | -4.56% Mar 15, 2021 - Apr 15, 2021 | -4.84% Jun 19, 2014 - Sep 4, 2014 |
Correlation
Correlation between SPYD and HEFA is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2014 - 2026)
SPYD vs HEFA dividend yield comparison.
| Year | SPYD | HEFA |
|---|---|---|
| 2026 | 2.01% | 1.46% |
| 2025 | 4.52% | 4.40% |
| 2024 | 4.31% | 3.09% |
| 2023 | 4.66% | 3.02% |
| 2022 | 5.01% | 25.14% |
| 2021 | 3.68% | 3.06% |
| 2020 | 4.95% | 2.10% |
| 2019 | 4.42% | 7.56% |
| 2018 | 4.75% | 4.58% |
| 2017 | 4.63% | 2.55% |
| 2016 | 4.34% | 3.17% |
| 2015 | 1.13% | 3.54% |
| 2014 | 0.00% | 3.40% |
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