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
$7.40B
TCAF
$7.40B
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
1.13
5Y Beta
Winner
SPYD
0.48
TCAF
0.88
P/E Ratio
Winner
SPYD
23.74
TCAF
31.91
Forward P/E
Winner
SPYD
14.40
TCAF
21.24
PEG Ratio
Winner
SPYD
-0.07
TCAF
0.36
5Y Dividends CAGR
SPYD
5.84%
TCAF
N/A
5Y EPS CAGR
SPYD
6.02%
Winner
TCAF
25.35%
Debt to Equity
SPYD
-107.87%
TCAF
N/A
P/S Ratio
Winner
SPYD
1.43
TCAF
2.59
P/B Ratio
Winner
SPYD
1.96
TCAF
5.31
SPYD vs TCAF - Holdings Comparison
SPYD and TCAF have 1 common holdings. Overlap is 0.00%
SPYD's top 25 holdings weight is 36.36%. TCAF's top 25 holdings weight is 62.24%.
| Rank | SPYD | TCAF |
|---|---|---|
| #1 | PHILLIPS 66 (PSX) - 1.71% | AMAZON.COM INC (AMZN) - 5.39% |
| #2 | IRON MOUNTAIN INC (IRM) - 1.53% | MICROSOFT CORP (MSFT) - 4.96% |
| #3 | CVS HEALTH CORP (CVS) - 1.53% | NVIDIA CORP (NVDA) - 4.67% |
| #4 | APA CORP (APA) - 1.52% | APPLE INC (AAPL) - 4.52% |
| #5 | TARGET CORP (TGT) - 1.52% | ALPHABET INC CLASS A (GOOGL) - 4.01% |
| #6 | EOG RESOURCES INC (EOG) - 1.51% | META PLATFORMS INC CLASS A (META) - 3.79% |
| #7 | VIATRIS INC (VTRS) - 1.51% | BROADCOM INC (AVGO) - 3.38% |
| #8 | HOST HOTELS & RESORTS INC (HST) - 1.49% | CENTERPOINT ENERGY INC (CNP) - 2.83% |
| #9 | BEST BUY CO INC (BBY) - 1.48% | CENCORA INC (COR) - 2.39% |
| #10 | EDISON INTERNATIONAL (EIX) - 1.48% | KEURIG DR PEPPER INC (KDP) - 2.24% |
| #11 | FRANKLIN RESOURCES INC (BEN) - 1.47% | NISOURCE INC (NI) - 2.16% |
| #12 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.47% | ADVANCED MICRO DEVICES INC (AMD) - 2.11% |
| #13 | HEALTHPEAK PROPERTIES INC (DOC) - 1.44% | MASTERCARD INC CLASS A (MA) - 1.89% |
| #14 | HP INC (HPQ) - 1.44% | n/a (TSM) - 1.80% |
| #15 | KIMCO REALTY CORP (KIM) - 1.44% | JPMORGAN CHASE & CO (JPM) - 1.73% |
| #16 | ONEOK INC (OKE) - 1.43% | ALPHABET INC CLASS C (GOOG) - 1.63% |
| #17 | SIMON PROPERTY GROUP INC (SPG) - 1.43% | WATERS CORP (WAT) - 1.60% |
| #18 | ALTRIA GROUP INC (MO) - 1.42% | AMEREN CORP (AEE) - 1.54% |
| #19 | FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.42% | MICRON TECHNOLOGY INC (MU) - 1.50% |
| #20 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.42% | VISA INC CLASS A (V) - 1.48% |
| #21 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.36% | PPL CORP (PPL) - 1.47% |
| #22 | REGENCY CENTERS CORP (REG) - 1.34% | DANAHER CORP (DHR) - 1.45% |
| #23 | THE KRAFT HEINZ CO (KHC) - 1.34% | REVVITY INC (RVTY) - 1.34% |
| #24 | DOMINION ENERGY INC (D) - 1.34% | CYTOKINETICS INC (CYTK) - 1.20% |
| #25 | KINDER MORGAN INC CLASS P (KMI) - 1.32% | STARBUCKS CORP (SBUX) - 1.16% |
| Total Holdings | 81 | 106 |
SPYD vs TCAF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPYD
+2.89%
TCAF
+2.89%
3M
SPYD
+6.51%
Winner
TCAF
+7.08%
6M
SPYD
+7.51%
Winner
TCAF
+13.83%
1Y
Winner
SPYD
+20.90%
TCAF
+18.27%
5Y(CAGR)
SPYD
+9.12%
TCAF
N/A
10Y(CAGR)
SPYD
+8.75%
TCAF
N/A
Max(CAGR)
SPYD
+9.58%
Winner
TCAF
+18.27%
SPYD vs TCAF - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | SPYD | TCAF |
|---|---|---|
| 2026 | +15.95% | +12.25% |
| 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 SPYD drawdown is -2.08%.
| 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 - Jul 1, 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 | -3.39% Jul 10, 2026 - Aug 3, 2026 |
| #10 | -7.05% Feb 13, 2026 - May 22, 2026 | -3.08% Oct 14, 2024 - Nov 6, 2024 |
| #11 | -6.76% Nov 15, 2021 - Dec 27, 2021 | -2.77% Oct 8, 2025 - Oct 24, 2025 |
| #12 | -6.34% Sep 7, 2016 - Nov 15, 2016 | -2.71% Nov 8, 2024 - Nov 29, 2024 |
| #13 | -5.54% Jan 14, 2022 - Mar 25, 2022 | -2.49% May 21, 2024 - Jun 5, 2024 |
| #14 | -5.01% Sep 11, 2019 - Oct 22, 2019 | -2.45% Jun 15, 2023 - Jul 13, 2023 |
| #15 | -4.56% Mar 15, 2021 - Apr 15, 2021 | -2.10% Jul 25, 2025 - Aug 13, 2025 |
Correlation
Correlation between SPYD and TCAF is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2015 - 2026)
SPYD vs TCAF dividend yield comparison.
| Year | SPYD | TCAF |
|---|---|---|
| 2026 | 2.01% | 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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