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SPYD vs SHYG

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) HIGH DIVIDEND ETF (SPYD, ETF) and ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG, ETF).

5-Year PerformanceSPYD has outperformed SHYG, delivering a return of +9.5% compared to +4.9%

SPYD vs SHYG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPYD
$7.40B
Winner
SHYG
$7.60B
Expense Ratio
Winner
SPYD
0.07%
SHYG
0.30%
Max Drawdown
SPYD
47.32%
Winner
SHYG
26.29%
Sharpe Ratio
Winner
SPYD
1.34
SHYG
0.65
5Y Beta
SPYD
0.48
Winner
SHYG
0.22
P/E Ratio
SPYD
25.21
SHYG
N/A
Forward P/E
SPYD
14.11
SHYG
N/A
PEG Ratio
SPYD
0.47
SHYG
N/A
5Y Dividends CAGR
Winner
SPYD
5.84%
SHYG
5.36%
5Y EPS CAGR
SPYD
5.13%
SHYG
N/A
Debt to Equity
SPYD
-100.64%
SHYG
N/A
P/S Ratio
SPYD
1.44
SHYG
N/A
P/B Ratio
SPYD
1.93
SHYG
N/A

SPYD vs SHYG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPYD
+3.23%
SHYG
+0.17%
3M
Winner
SPYD
+8.65%
SHYG
+1.03%
6M
Winner
SPYD
+12.68%
SHYG
+1.64%
1Y
Winner
SPYD
+20.34%
SHYG
+5.76%
5Y(CAGR)
Winner
SPYD
+9.49%
SHYG
+4.87%
10Y(CAGR)
Winner
SPYD
+8.64%
SHYG
+5.01%
Max(CAGR)
Winner
SPYD
+9.65%
SHYG
+4.40%

SPYD vs SHYG - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearSPYDSHYG
2026+16.06%+1.99%
2025+4.95%+7.71%
2024+13.90%+8.38%
2023+3.67%+10.24%
2022-1.93%-4.63%
2021+35.01%+4.78%
2020-10.84%+2.98%
2019+21.98%+10.08%
2018-5.21%+0.04%
2017+11.68%+4.86%
2016+25.61%+12.94%
2015-2.59%-3.10%
2014N/A+0.23%
2013N/A+1.99%

SPYD vs SHYG Drawdown Comparison

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

The maximum drawdown for SHYG was -19.27%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.

The current SHYG drawdown is -0.05%.

RankSPYDSHYG
#1-46.38%
Jan 16, 2020 - Feb 24, 2021
-19.27%
Feb 14, 2020 - Nov 17, 2020
#2-22.20%
Apr 20, 2022 - Jul 11, 2024
-10.32%
May 29, 2015 - Jul 8, 2016
#3-16.15%
Nov 27, 2024 - Jan 14, 2026
-9.39%
Dec 27, 2021 - Jul 13, 2023
#4-13.63%
Aug 20, 2018 - Feb 19, 2019
-5.15%
Jun 23, 2014 - Apr 9, 2015
#5-9.68%
Nov 3, 2015 - Mar 2, 2016
-5.04%
Oct 1, 2018 - Jan 31, 2019
#6-9.60%
Jan 26, 2018 - Aug 3, 2018
-4.53%
Feb 28, 2025 - May 12, 2025
#7-9.20%
Jun 8, 2021 - Nov 15, 2021
-2.69%
Oct 24, 2016 - Dec 6, 2016
#8-8.71%
Jul 3, 2019 - Sep 11, 2019
-2.39%
Sep 1, 2023 - Nov 3, 2023
#9-7.72%
Apr 12, 2019 - Jul 3, 2019
-1.86%
Jan 26, 2018 - Apr 12, 2018
#10-7.05%
Feb 13, 2026 - May 22, 2026
-1.75%
Feb 2, 2026 - Apr 8, 2026
#11-6.76%
Nov 15, 2021 - Dec 27, 2021
-1.74%
Mar 27, 2024 - May 3, 2024
#12-6.34%
Sep 7, 2016 - Nov 15, 2016
-1.61%
Nov 5, 2021 - Dec 23, 2021
#13-5.54%
Jan 14, 2022 - Mar 25, 2022
-1.57%
Mar 1, 2017 - Apr 20, 2017
#14-5.01%
Sep 11, 2019 - Oct 22, 2019
-1.48%
May 3, 2019 - Jun 18, 2019
#15-4.56%
Mar 15, 2021 - Apr 15, 2021
-1.38%
Oct 20, 2017 - Jan 3, 2018

Correlation

Correlation between SPYD and SHYG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2013 - 2026)

SPYD vs SHYG dividend yield comparison.

YearSPYDSHYG
20262.00%3.50%
20254.52%7.03%
20244.31%6.93%
20234.66%6.54%
20225.01%5.57%
20213.68%4.83%
20204.95%5.07%
20194.42%5.33%
20184.75%5.90%
20174.63%5.49%
20164.34%5.53%
20151.13%5.17%
20140.00%4.33%
20130.00%0.85%

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