SPYD vs SPY
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) HIGH DIVIDEND ETF (SPYD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SPYD, delivering a return of +13.2% compared to +9.1%
SPYD vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPYD
$7.40B
Winner
SPY
$781B
Expense Ratio
Winner
SPYD
0.07%
SPY
0.09%
Max Drawdown
Winner
SPYD
47.32%
SPY
56.47%
Sharpe Ratio
SPYD
1.30
Winner
SPY
1.43
5Y Beta
Winner
SPYD
0.48
SPY
1.00
P/E Ratio
Winner
SPYD
23.74
SPY
26.48
Forward P/E
Winner
SPYD
14.40
SPY
20.89
PEG Ratio
Winner
SPYD
-0.07
SPY
0.30
5Y Dividends CAGR
SPYD
5.84%
Winner
SPY
6.00%
5Y EPS CAGR
SPYD
6.02%
Winner
SPY
26.40%
Debt to Equity
Winner
SPYD
-107.87%
SPY
48.17%
P/S Ratio
Winner
SPYD
1.43
SPY
3.72
P/B Ratio
Winner
SPYD
1.96
SPY
5.55
SPYD vs SPY - Holdings Comparison
SPYD and SPY have 79 common holdings. Overlap is 5.73%
SPYD's top 25 holdings weight is 36.36%. SPY's top 25 holdings weight is 51.49%.
| Rank | SPYD | SPY |
|---|---|---|
| #1 | PHILLIPS 66 (PSX) - 1.71% | NVIDIA CORP (NVDA) - 7.76% |
| #2 | IRON MOUNTAIN INC (IRM) - 1.53% | APPLE INC (AAPL) - 7.44% |
| #3 | CVS HEALTH CORP (CVS) - 1.53% | MICROSOFT CORP (MSFT) - 4.56% |
| #4 | APA CORP (APA) - 1.52% | AMAZON.COM INC (AMZN) - 3.74% |
| #5 | TARGET CORP (TGT) - 1.52% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #6 | EOG RESOURCES INC (EOG) - 1.51% | BROADCOM INC (AVGO) - 2.83% |
| #7 | VIATRIS INC (VTRS) - 1.51% | ALPHABET INC CLASS C (GOOG) - 2.53% |
| #8 | HOST HOTELS & RESORTS INC (HST) - 1.49% | META PLATFORMS INC CLASS A (META) - 2.18% |
| #9 | BEST BUY CO INC (BBY) - 1.48% | MICRON TECHNOLOGY INC (MU) - 1.69% |
| #10 | EDISON INTERNATIONAL (EIX) - 1.48% | TESLA INC (TSLA) - 1.65% |
| #11 | FRANKLIN RESOURCES INC (BEN) - 1.47% | ELI LILLY AND CO (LLY) - 1.44% |
| #12 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.47% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #13 | HEALTHPEAK PROPERTIES INC (DOC) - 1.44% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | HP INC (HPQ) - 1.44% | ADVANCED MICRO DEVICES INC (AMD) - 1.37% |
| #15 | KIMCO REALTY CORP (KIM) - 1.44% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.97% |
| #16 | ONEOK INC (OKE) - 1.43% | JOHNSON & JOHNSON (JNJ) - 0.93% |
| #17 | SIMON PROPERTY GROUP INC (SPG) - 1.43% | VISA INC CLASS A (V) - 0.91% |
| #18 | ALTRIA GROUP INC (MO) - 1.42% | INTEL CORP (INTC) - 0.77% |
| #19 | FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.42% | WALMART INC (WMT) - 0.75% |
| #20 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.42% | ABBVIE INC (ABBV) - 0.70% |
| #21 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.36% | APPLIED MATERIALS INC (AMAT) - 0.69% |
| #22 | REGENCY CENTERS CORP (REG) - 1.34% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #23 | THE KRAFT HEINZ CO (KHC) - 1.34% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #24 | DOMINION ENERGY INC (D) - 1.34% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #25 | KINDER MORGAN INC CLASS P (KMI) - 1.32% | CATERPILLAR INC (CAT) - 0.63% |
| Total Holdings | 81 | 505 |
SPYD vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPYD
+2.89%
SPY
+2.30%
3M
Winner
SPYD
+6.51%
SPY
+5.00%
6M
SPYD
+7.51%
Winner
SPY
+11.88%
1Y
SPYD
+20.90%
Winner
SPY
+22.80%
5Y(CAGR)
SPYD
+9.12%
Winner
SPY
+13.20%
10Y(CAGR)
SPYD
+8.75%
Winner
SPY
+15.26%
Max(CAGR)
Winner
SPYD
+9.58%
SPY
+8.59%
SPYD vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPYD | SPY |
|---|---|---|
| 2026 | +15.95% | +13.10% |
| 2025 | +4.95% | +18.00% |
| 2024 | +13.90% | +25.59% |
| 2023 | +3.67% | +26.72% |
| 2022 | -1.93% | -18.64% |
| 2021 | +35.01% | +30.52% |
| 2020 | -10.84% | +17.28% |
| 2019 | +21.98% | +31.09% |
| 2018 | -5.21% | -5.24% |
| 2017 | +11.68% | +20.78% |
| 2016 | +25.61% | +13.59% |
| 2015 | -2.59% | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
SPYD vs SPY Drawdown Comparison
The maximum drawdown for SPYD was -46.38%, occurring on Mar 23, 2020. Recovery took 278 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SPYD drawdown is -2.08%. The current SPY drawdown is -0.36%.
| Rank | SPYD | SPY |
|---|---|---|
| #1 | -46.38% Jan 16, 2020 - Feb 24, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -22.20% Apr 20, 2022 - Jul 11, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -16.15% Nov 27, 2024 - Jan 14, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -13.63% Aug 20, 2018 - Feb 19, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -9.68% Nov 3, 2015 - Mar 2, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -9.60% Jan 26, 2018 - Aug 3, 2018 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -9.20% Jun 8, 2021 - Nov 15, 2021 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -8.71% Jul 3, 2019 - Sep 11, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -7.72% Apr 12, 2019 - Jul 3, 2019 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -7.05% Feb 13, 2026 - May 22, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -6.76% Nov 15, 2021 - Dec 27, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -6.34% Sep 7, 2016 - Nov 15, 2016 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.54% Jan 14, 2022 - Mar 25, 2022 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.01% Sep 11, 2019 - Oct 22, 2019 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.56% Mar 15, 2021 - Apr 15, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SPYD and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
SPYD vs SPY dividend yield comparison.
| Year | SPYD | SPY |
|---|---|---|
| 2026 | 2.01% | 0.48% |
| 2025 | 4.52% | 1.07% |
| 2024 | 4.31% | 1.21% |
| 2023 | 4.66% | 1.40% |
| 2022 | 5.01% | 1.65% |
| 2021 | 3.68% | 1.20% |
| 2020 | 4.95% | 1.52% |
| 2019 | 4.42% | 1.75% |
| 2018 | 4.75% | 2.04% |
| 2017 | 4.63% | 1.80% |
| 2016 | 4.34% | 2.03% |
| 2015 | 1.13% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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