SPYD vs TCAF
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) HIGH DIVIDEND ETF (SPYD, ETF) and T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF (TCAF, ETF).
SPYD vs TCAF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPYD
$7.30B
TCAF
$7.30B
Expense Ratio
Winner
SPYD
0.07%
TCAF
0.31%
Max Drawdown
SPYD
47.32%
Winner
TCAF
16.57%
Sharpe Ratio
Winner
SPYD
1.30
TCAF
1.04
5Y Beta
Winner
SPYD
0.49
TCAF
0.88
P/E Ratio
Winner
SPYD
24.04
TCAF
33.43
Forward P/E
Winner
SPYD
13.56
TCAF
21.72
PEG Ratio
Winner
SPYD
0.47
TCAF
0.61
5Y Dividends CAGR
SPYD
5.15%
TCAF
N/A
5Y EPS CAGR
SPYD
5.31%
Winner
TCAF
26.12%
Debt to Equity
SPYD
-122.65%
TCAF
N/A
P/S Ratio
Winner
SPYD
1.33
TCAF
2.83
P/B Ratio
Winner
SPYD
1.85
TCAF
5.40
SPYD vs TCAF - Holdings Comparison
SPYD and TCAF have 3 common holdings. Overlap is 0.61%
SPYD's top 25 holdings weight is 36.02%. TCAF's top 25 holdings weight is 72.33%.
| Rank | SPYD | TCAF |
|---|---|---|
| #1 | APA CORP (APA) - 1.69% | MICROSOFT CORP (MSFT) - 7.68% |
| #2 | HP INC (HPQ) - 1.66% | AMAZON.COM INC (AMZN) - 6.61% |
| #3 | IRON MOUNTAIN INC (IRM) - 1.62% | APPLE INC (AAPL) - 6.23% |
| #4 | SKYWORKS SOLUTIONS INC (SWKS) - 1.60% | NVIDIA CORP (NVDA) - 5.96% |
| #5 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.54% | META PLATFORMS INC CLASS A (META) - 4.95% |
| #6 | PHILLIPS 66 (PSX) - 1.53% | ALPHABET INC CLASS A (GOOGL) - 4.60% |
| #7 | EOG RESOURCES INC (EOG) - 1.52% | BROADCOM INC (AVGO) - 3.83% |
| #8 | HOST HOTELS & RESORTS INC (HST) - 1.50% | CENTERPOINT ENERGY INC (CNP) - 2.85% |
| #9 | FRANKLIN RESOURCES INC (BEN) - 1.45% | KEURIG DR PEPPER INC (KDP) - 2.41% |
| #10 | DOW INC (DOW) - 1.45% | ADVANCED MICRO DEVICES INC (AMD) - 2.33% |
| #11 | VERIZON COMMUNICATIONS INC (VZ) - 1.45% | NISOURCE INC (NI) - 2.30% |
| #12 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.44% | UNITEDHEALTH GROUP INC (UNH) - 2.24% |
| #13 | VIATRIS INC (VTRS) - 1.42% | PTC INC (PTC) - 1.94% |
| #14 | EDISON INTERNATIONAL (EIX) - 1.39% | n/a (TSM) - 1.92% |
| #15 | FORD MOTOR CO (F) - 1.39% | MICRON TECHNOLOGY INC (MU) - 1.85% |
| #16 | TARGET CORP (TGT) - 1.38% | WATERS CORP (WAT) - 1.81% |
| #17 | FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.38% | CENCORA INC (COR) - 1.70% |
| #18 | ONEOK INC (OKE) - 1.36% | AMEREN CORP (AEE) - 1.51% |
| #19 | ALTRIA GROUP INC (MO) - 1.34% | ELI LILLY AND CO (LLY) - 1.47% |
| #20 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.34% | JPMORGAN CHASE & CO (JPM) - 1.46% |
| #21 | KIMCO REALTY CORP (KIM) - 1.34% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.41% |
| #22 | CHEVRON CORP (CVX) - 1.33% | DANAHER CORP (DHR) - 1.37% |
| #23 | SIMON PROPERTY GROUP INC (SPG) - 1.30% | YUM BRANDS INC (YUM) - 1.34% |
| #24 | CVS HEALTH CORP (CVS) - 1.30% | VISA INC CLASS A (V) - 1.32% |
| #25 | BEST BUY CO INC (BBY) - 1.30% | PPL CORP (PPL) - 1.24% |
| Total Holdings | 83 | 93 |
SPYD vs TCAF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPYD
+4.93%
TCAF
-0.35%
3M
SPYD
+8.26%
Winner
TCAF
+9.23%
6M
Winner
SPYD
+14.19%
TCAF
+5.06%
1Y
Winner
SPYD
+19.62%
TCAF
+16.10%
5Y(CAGR)
SPYD
+7.65%
TCAF
N/A
10Y(CAGR)
SPYD
+9.07%
TCAF
N/A
Max(CAGR)
SPYD
+9.53%
Winner
TCAF
+16.51%
SPYD vs TCAF - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | SPYD | TCAF |
|---|---|---|
| 2026 | +13.77% | +4.64% |
| 2025 | +4.95% | +15.83% |
| 2024 | +13.90% | +21.95% |
| 2023 | +3.67% | +8.40% |
| 2022 | -1.93% | N/A |
| 2021 | +35.01% | N/A |
| 2020 | -10.84% | N/A |
| 2019 | +21.98% | N/A |
| 2018 | -5.21% | N/A |
| 2017 | +11.68% | N/A |
| 2016 | +25.61% | N/A |
| 2015 | -2.59% | N/A |
SPYD vs TCAF Drawdown Comparison
The maximum drawdown for SPYD was -46.38%, occurring on Mar 23, 2020. Recovery took 278 trading sessions.
The maximum drawdown for TCAF was -16.37%, occurring on Apr 8, 2025. Recovery took 102 trading sessions.
The current TCAF drawdown is -2.97%.
| Rank | SPYD | TCAF |
|---|---|---|
| #1 | -46.38% Jan 16, 2020 - Feb 24, 2021 | -16.37% Jan 28, 2025 - Jun 25, 2025 |
| #2 | -22.20% Apr 20, 2022 - Jul 11, 2024 | -11.33% Oct 28, 2025 - Apr 17, 2026 |
| #3 | -16.15% Nov 27, 2024 - Jan 14, 2026 | -8.80% Jul 28, 2023 - Nov 20, 2023 |
| #4 | -13.63% Aug 20, 2018 - Feb 19, 2019 | -5.99% Jul 16, 2024 - Aug 19, 2024 |
| #5 | -9.68% Nov 3, 2015 - Mar 2, 2016 | -4.56% Mar 27, 2024 - May 14, 2024 |
| #6 | -9.60% Jan 26, 2018 - Aug 3, 2018 | -4.20% Dec 4, 2024 - Jan 23, 2025 |
| #7 | -9.20% Jun 8, 2021 - Nov 15, 2021 | -3.99% May 29, 2026 - Jun 10, 2026 |
| #8 | -8.71% Jul 3, 2019 - Sep 11, 2019 | -3.86% Aug 30, 2024 - Sep 16, 2024 |
| #9 | -7.72% Apr 12, 2019 - Jul 3, 2019 | -3.08% Oct 14, 2024 - Nov 6, 2024 |
| #10 | -7.05% Feb 13, 2026 - May 22, 2026 | -2.77% Oct 8, 2025 - Oct 24, 2025 |
| #11 | -6.76% Nov 15, 2021 - Dec 27, 2021 | -2.71% Nov 8, 2024 - Nov 29, 2024 |
| #12 | -6.34% Sep 7, 2016 - Nov 15, 2016 | -2.49% May 21, 2024 - Jun 5, 2024 |
| #13 | -5.54% Jan 14, 2022 - Mar 25, 2022 | -2.45% Jun 15, 2023 - Jul 13, 2023 |
| #14 | -5.01% Sep 11, 2019 - Oct 22, 2019 | -2.10% Jul 25, 2025 - Aug 13, 2025 |
| #15 | -4.56% Mar 15, 2021 - Apr 15, 2021 | -2.03% Dec 27, 2023 - Jan 19, 2024 |
Correlation
Correlation between SPYD and TCAF is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2015 - 2026)
SPYD vs TCAF dividend yield comparison.
| Year | SPYD | TCAF |
|---|---|---|
| 2026 | 0.92% | 0.00% |
| 2025 | 4.52% | 0.50% |
| 2024 | 4.31% | 0.43% |
| 2023 | 4.66% | 0.26% |
| 2022 | 5.01% | 0.00% |
| 2021 | 3.68% | 0.00% |
| 2020 | 4.95% | 0.00% |
| 2019 | 4.42% | 0.00% |
| 2018 | 4.75% | 0.00% |
| 2017 | 4.63% | 0.00% |
| 2016 | 4.34% | 0.00% |
| 2015 | 1.13% | 0.00% |
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