SPYM vs AGG
Comparison between SPDR Portfolio S&P 500 ETF (SPYM, ETF) and ISHARES CORE U.S. AGGREGATE BOND ETF (AGG, ETF).
5-Year PerformanceSPYM has outperformed AGG, delivering a return of +13.4% compared to +0.0%
SPYM vs AGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPYM
$138B
AGG
$135B
Expense Ratio
Winner
SPYM
0.02%
AGG
0.03%
Max Drawdown
SPYM
55.77%
Winner
AGG
23.37%
Sharpe Ratio
Winner
SPYM
1.63
AGG
0.14
5Y Beta
SPYM
0.97
Winner
AGG
0.04
5Y Dividends CAGR
SPYM
10.23%
Winner
AGG
11.58%
SPYM vs AGG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPYM
+1.90%
AGG
-0.27%
3M
Winner
SPYM
+8.55%
AGG
-1.07%
6M
Winner
SPYM
+8.21%
AGG
+0.10%
1Y
Winner
SPYM
+25.87%
AGG
+4.44%
5Y(CAGR)
Winner
SPYM
+13.39%
AGG
+0.03%
10Y(CAGR)
Winner
SPYM
+15.27%
AGG
+1.55%
Max(CAGR)
Winner
SPYM
+11.16%
AGG
+3.05%
SPYM vs AGG - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | SPYM | AGG |
|---|---|---|
| 2026 | +8.26% | -0.05% |
| 2025 | +18.09% | +7.18% |
| 2024 | +25.67% | +1.79% |
| 2023 | +26.80% | +5.03% |
| 2022 | -18.62% | -12.43% |
| 2021 | +30.56% | -1.64% |
| 2020 | +17.52% | +7.18% |
| 2019 | +31.99% | +8.37% |
| 2018 | -5.82% | +0.24% |
| 2017 | +20.95% | +3.45% |
| 2016 | +14.91% | +2.45% |
| 2015 | +1.36% | +0.20% |
| 2014 | +14.49% | +5.93% |
| 2013 | +29.42% | -1.86% |
| 2012 | +13.68% | +3.96% |
| 2011 | +0.35% | +7.81% |
| 2010 | +13.53% | +6.24% |
| 2009 | +24.31% | +3.62% |
| 2008 | -36.07% | +7.39% |
| 2007 | +6.43% | +6.37% |
| 2006 | +14.21% | +3.84% |
| 2005 | +1.93% | +2.26% |
| 2004 | N/A | +4.38% |
| 2003 | N/A | +0.62% |
SPYM vs AGG Drawdown Comparison
The maximum drawdown for SPYM was -54.47%, occurring on Mar 9, 2009. Recovery took 1118 trading sessions.
The maximum drawdown for AGG was -18.44%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current SPYM drawdown is -2.90%. The current AGG drawdown is -2.48%.
| Rank | SPYM | AGG |
|---|---|---|
| #1 | -54.47% Oct 10, 2007 - Mar 19, 2012 | -18.44% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -33.86% Feb 19, 2020 - Aug 10, 2020 | -12.83% Sep 9, 2008 - Dec 15, 2008 |
| #3 | -24.49% Jan 3, 2022 - Dec 13, 2023 | -9.58% Mar 6, 2020 - May 21, 2020 |
| #4 | -19.77% Sep 20, 2018 - Apr 5, 2019 | -5.14% May 2, 2013 - May 14, 2014 |
| #5 | -18.72% Feb 19, 2025 - Jun 26, 2025 | -4.65% Mar 24, 2004 - Sep 14, 2004 |
| #6 | -14.24% Jul 20, 2015 - Jun 6, 2016 | -4.50% Jul 8, 2016 - Aug 31, 2017 |
| #7 | -9.93% Jan 26, 2018 - Jul 25, 2018 | -4.28% Jan 5, 2009 - Aug 13, 2009 |
| #8 | -9.91% Apr 2, 2012 - Aug 17, 2012 | -3.52% Nov 4, 2010 - May 9, 2011 |
| #9 | -9.43% Sep 2, 2020 - Nov 11, 2020 | -3.52% Sep 7, 2017 - Jan 3, 2019 |
| #10 | -8.93% Jul 17, 2007 - Oct 5, 2007 | -3.00% Mar 20, 2008 - Sep 8, 2008 |
| #11 | -8.90% Jan 27, 2026 - Apr 14, 2026 | -2.92% Jan 30, 2015 - Feb 8, 2016 |
| #12 | -8.43% Jul 16, 2024 - Sep 19, 2024 | -2.54% May 7, 2007 - Aug 17, 2007 |
| #13 | -7.70% Sep 19, 2014 - Nov 5, 2014 | -2.49% Feb 9, 2005 - May 18, 2005 |
| #14 | -7.67% May 5, 2006 - Sep 15, 2006 | -2.44% Sep 1, 2005 - Jan 18, 2006 |
| #15 | -7.34% Sep 14, 2012 - Jan 2, 2013 | -2.37% Jan 18, 2006 - Aug 4, 2006 |
Correlation
Correlation between SPYM and AGG is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2003 - 2026)
SPYM vs AGG dividend yield comparison.
| Year | SPYM | AGG |
|---|---|---|
| 2026 | 0.22% | 1.67% |
| 2025 | 1.13% | 3.89% |
| 2024 | 1.28% | 3.74% |
| 2023 | 1.44% | 3.13% |
| 2022 | 1.69% | 2.39% |
| 2021 | 1.25% | 1.77% |
| 2020 | 1.54% | 2.14% |
| 2019 | 1.79% | 2.70% |
| 2018 | 2.23% | 2.72% |
| 2017 | 1.75% | 2.32% |
| 2016 | 1.97% | 2.39% |
| 2015 | 1.98% | 2.45% |
| 2014 | 1.79% | 2.40% |
| 2013 | 1.71% | 2.32% |
| 2012 | 2.08% | 2.95% |
| 2011 | 1.87% | 3.17% |
| 2010 | 1.31% | 3.73% |
| 2009 | 1.69% | 3.89% |
| 2008 | 2.96% | 4.49% |
| 2007 | 1.88% | 4.86% |
| 2006 | 1.80% | 4.69% |
| 2005 | 0.05% | 4.06% |
| 2004 | 0.00% | 3.45% |
| 2003 | 0.00% | 0.90% |
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