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SPYD vs PDI

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) HIGH DIVIDEND ETF (SPYD, ETF) and PIMCO Dynamic Income Fund (PDI, ETF).

5-Year PerformanceSPYD has outperformed PDI, delivering a return of +7.7% compared to +2.2%

SPYD vs PDI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPYD
$7.30B
Winner
PDI
$7.40B
Expense Ratio
SPYD
0.07%
PDI
N/A
Max Drawdown
Winner
SPYD
47.32%
PDI
54.44%
Sharpe Ratio
Winner
SPYD
1.20
PDI
-0.29
5Y Beta
SPYD
0.49
Winner
PDI
0.44
P/E Ratio
SPYD
24.04
PDI
N/A
Forward P/E
SPYD
13.56
PDI
N/A
PEG Ratio
SPYD
0.47
PDI
N/A
5Y Dividends CAGR
Winner
SPYD
5.15%
PDI
1.62%
5Y EPS CAGR
SPYD
5.31%
PDI
N/A
Debt to Equity
SPYD
-122.65%
PDI
N/A
P/S Ratio
SPYD
1.33
PDI
N/A
P/B Ratio
SPYD
1.85
PDI
N/A

SPYD vs PDI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPYD
+4.93%
PDI
-4.13%
3M
Winner
SPYD
+8.26%
PDI
-3.68%
6M
Winner
SPYD
+14.19%
PDI
-0.74%
1Y
Winner
SPYD
+19.62%
PDI
+0.15%
5Y(CAGR)
Winner
SPYD
+7.65%
PDI
+2.22%
10Y(CAGR)
Winner
SPYD
+9.07%
PDI
+7.66%
Max(CAGR)
SPYD
+9.53%
Winner
PDI
+9.99%

SPYD vs PDI - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearSPYDPDI
2026+13.77%-2.01%
2025+4.95%+10.00%
2024+13.90%+16.01%
2023+3.67%+10.48%
2022-1.93%-17.75%
2021+35.01%+7.61%
2020-10.84%-10.00%
2019+21.98%+20.57%
2018-5.21%+6.86%
2017+11.68%+17.07%
2016+25.61%+15.64%
2015-2.59%+7.21%
2014N/A+20.29%
2013N/A+11.49%
2012N/A+25.15%

SPYD vs PDI Drawdown Comparison

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

The maximum drawdown for PDI was -46.44%, occurring on Mar 23, 2020. Recovery took 332 trading sessions.

The current PDI drawdown is -8.55%.

RankSPYDPDI
#1-46.38%
Jan 16, 2020 - Feb 24, 2021
-46.44%
Feb 11, 2020 - Jun 7, 2021
#2-22.20%
Apr 20, 2022 - Jul 11, 2024
-27.13%
Jun 10, 2021 - Aug 22, 2024
#3-16.15%
Nov 27, 2024 - Jan 14, 2026
-17.80%
Oct 2, 2018 - Mar 13, 2019
#4-13.63%
Aug 20, 2018 - Feb 19, 2019
-15.70%
May 10, 2013 - Jan 21, 2014
#5-9.68%
Nov 3, 2015 - Mar 2, 2016
-14.43%
Mar 21, 2025 - Jul 10, 2025
#6-9.60%
Jan 26, 2018 - Aug 3, 2018
-10.95%
Oct 6, 2025 - Nov 19, 2025
#7-9.20%
Jun 8, 2021 - Nov 15, 2021
-9.10%
Oct 8, 2024 - Feb 25, 2025
#8-8.71%
Jul 3, 2019 - Sep 11, 2019
-8.77%
Jan 12, 2016 - Apr 22, 2016
#9-7.72%
Apr 12, 2019 - Jul 3, 2019
-8.41%
Oct 31, 2016 - Dec 2, 2016
#10-7.05%
Feb 13, 2026 - May 22, 2026
-8.10%
Jun 30, 2014 - Oct 5, 2015
#11-6.76%
Nov 15, 2021 - Dec 27, 2021
-6.32%
Jun 19, 2019 - Oct 4, 2019
#12-6.34%
Sep 7, 2016 - Nov 15, 2016
-5.92%
Aug 7, 2017 - Sep 22, 2017
#13-5.54%
Jan 14, 2022 - Mar 25, 2022
-4.82%
Oct 13, 2017 - Dec 8, 2017
#14-5.01%
Sep 11, 2019 - Oct 22, 2019
-4.80%
Mar 3, 2014 - Apr 10, 2014
#15-4.56%
Mar 15, 2021 - Apr 15, 2021
-4.79%
Mar 19, 2019 - May 30, 2019

Correlation

Correlation between SPYD and PDI is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (2012 - 2026)

SPYD vs PDI dividend yield comparison.

YearSPYDPDI
20260.92%8.12%
20254.52%14.94%
20244.31%14.43%
20234.66%14.74%
20225.01%17.84%
20213.68%10.21%
20204.95%10.01%
20194.42%9.45%
20184.75%10.78%
20174.63%8.81%
20164.34%14.79%
20151.13%18.70%
20140.00%13.43%
20130.00%11.93%
20120.00%6.57%

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