SPYD vs ICVT
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) HIGH DIVIDEND ETF (SPYD, ETF) and ISHARES CONVERTIBLE BOND ETF (ICVT, ETF).
5-Year PerformanceSPYD has outperformed ICVT, delivering a return of +9.5% compared to +6.3%
SPYD vs ICVT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPYD vs ICVT - Historical Returns
Returns include dividend reinvestment.
SPYD vs ICVT - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | SPYD | ICVT |
|---|---|---|
| 2026 | +16.06% | +14.38% |
| 2025 | +4.95% | +18.03% |
| 2024 | +13.90% | +11.71% |
| 2023 | +3.67% | +15.59% |
| 2022 | -1.93% | -20.76% |
| 2021 | +35.01% | -0.63% |
| 2020 | -10.84% | +59.30% |
| 2019 | +21.98% | +22.39% |
| 2018 | -5.21% | -1.05% |
| 2017 | +11.68% | +15.43% |
| 2016 | +25.61% | +11.50% |
| 2015 | -2.59% | -6.03% |
SPYD vs ICVT Drawdown Comparison
The maximum drawdown for SPYD was -46.38%, occurring on Mar 23, 2020. Recovery took 278 trading sessions.
The maximum drawdown for ICVT was -33.15%, occurring on Jun 16, 2022. Recovery took 1145 trading sessions.
The current ICVT drawdown is -8.45%.
| Rank | SPYD | ICVT |
|---|---|---|
| #1 | -46.38% Jan 16, 2020 - Feb 24, 2021 | -33.15% Feb 12, 2021 - Sep 5, 2025 |
| #2 | -22.20% Apr 20, 2022 - Jul 11, 2024 | -32.18% Feb 19, 2020 - Jun 5, 2020 |
| #3 | -16.15% Nov 27, 2024 - Jan 14, 2026 | -18.52% Jun 23, 2015 - Oct 10, 2016 |
| #4 | -13.63% Aug 20, 2018 - Feb 19, 2019 | -13.86% Aug 29, 2018 - Feb 25, 2019 |
| #5 | -9.68% Nov 3, 2015 - Mar 2, 2016 | -8.63% Sep 1, 2020 - Oct 9, 2020 |
| #6 | -9.60% Jan 26, 2018 - Aug 3, 2018 | -8.45% Jun 22, 2026 - Jul 16, 2026 |
| #7 | -9.20% Jun 8, 2021 - Nov 15, 2021 | -7.55% Nov 3, 2025 - Jan 16, 2026 |
| #8 | -8.71% Jul 3, 2019 - Sep 11, 2019 | -6.75% Jan 26, 2018 - Mar 8, 2018 |
| #9 | -7.72% Apr 12, 2019 - Jul 3, 2019 | -6.74% Jun 2, 2026 - Jun 18, 2026 |
| #10 | -7.05% Feb 13, 2026 - May 22, 2026 | -6.55% Jul 24, 2019 - Nov 25, 2019 |
| #11 | -6.76% Nov 15, 2021 - Dec 27, 2021 | -6.17% Jan 28, 2026 - Apr 8, 2026 |
| #12 | -6.34% Sep 7, 2016 - Nov 15, 2016 | -5.84% Mar 12, 2018 - May 30, 2018 |
| #13 | -5.54% Jan 14, 2022 - Mar 25, 2022 | -5.49% May 3, 2019 - Jul 1, 2019 |
| #14 | -5.01% Sep 11, 2019 - Oct 22, 2019 | -4.87% Jun 8, 2020 - Jun 17, 2020 |
| #15 | -4.56% Mar 15, 2021 - Apr 15, 2021 | -4.66% Oct 13, 2020 - Nov 5, 2020 |
Correlation
Correlation between SPYD and ICVT is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2015 - 2026)
SPYD vs ICVT dividend yield comparison.
| Year | SPYD | ICVT |
|---|---|---|
| 2026 | 2.00% | 0.65% |
| 2025 | 4.52% | 1.73% |
| 2024 | 4.31% | 2.19% |
| 2023 | 4.66% | 1.85% |
| 2022 | 5.01% | 1.93% |
| 2021 | 3.68% | 7.70% |
| 2020 | 4.95% | 3.98% |
| 2019 | 4.42% | 1.86% |
| 2018 | 4.75% | 4.82% |
| 2017 | 4.63% | 2.56% |
| 2016 | 4.34% | 3.06% |
| 2015 | 1.13% | 1.57% |
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