SPYM vs SPY
Comparison between SPDR Portfolio S&P 500 ETF (SPYM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPYM has outperformed SPY, delivering a return of +13.4% compared to +13.3%
SPYM vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPYM
$118B
Winner
SPY
$652B
Expense Ratio
Winner
SPYM
0.02%
SPY
0.09%
Max Drawdown
Winner
SPYM
55.77%
SPY
56.47%
Sharpe Ratio
Winner
SPYM
2.08
SPY
2.07
5Y Beta
Winner
SPYM
0.97
SPY
1.00
P/E Ratio
SPYM
N/A
SPY
28.24
Forward P/E
SPYM
N/A
SPY
21.85
5Y Dividends CAGR
Winner
SPYM
10.23%
SPY
5.43%
5Y EPS CAGR
SPYM
N/A
SPY
25.79%
Debt to Equity
SPYM
N/A
SPY
22.35%
P/S Ratio
SPYM
N/A
SPY
3.55
P/B Ratio
SPYM
N/A
SPY
5.29
SPYM vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPYM
+9.14%
SPY
+9.11%
3M
Winner
SPYM
+6.60%
SPY
+6.59%
6M
Winner
SPYM
+10.59%
SPY
+10.56%
1Y
Winner
SPYM
+32.16%
SPY
+32.04%
5Y(CAGR)
Winner
SPYM
+13.42%
SPY
+13.35%
10Y(CAGR)
Winner
SPYM
+15.61%
SPY
+15.49%
Max(CAGR)
Winner
SPYM
+11.21%
SPY
+8.50%
SPYM vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPYM | SPY |
|---|---|---|
| 2026 | +8.27% | +8.27% |
| 2025 | +18.09% | +18.00% |
| 2024 | +25.67% | +25.59% |
| 2023 | +26.80% | +26.72% |
| 2022 | -18.62% | -18.64% |
| 2021 | +30.56% | +30.52% |
| 2020 | +17.52% | +17.28% |
| 2019 | +31.99% | +31.09% |
| 2018 | -5.82% | -5.24% |
| 2017 | +20.95% | +20.78% |
| 2016 | +14.91% | +13.59% |
| 2015 | +1.36% | +1.31% |
| 2014 | +14.49% | +14.56% |
| 2013 | +29.42% | +29.00% |
| 2012 | +13.68% | +14.17% |
| 2011 | +0.35% | +0.85% |
| 2010 | +13.53% | +13.14% |
| 2009 | +24.31% | +22.67% |
| 2008 | -36.07% | -36.25% |
| 2007 | +6.43% | +5.32% |
| 2006 | +14.21% | +13.85% |
| 2005 | +1.93% | +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% |
SPYM vs SPY Drawdown Comparison
The maximum drawdown for SPYM was -54.47%, occurring on Mar 9, 2009. Recovery took 1118 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | SPYM | SPY |
|---|---|---|
| #1 | -54.47% Oct 10, 2007 - Mar 19, 2012 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -33.86% Feb 19, 2020 - Aug 10, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -24.49% Jan 3, 2022 - Dec 13, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -19.77% Sep 20, 2018 - Apr 5, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -18.72% Feb 19, 2025 - Jun 26, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -14.24% Jul 20, 2015 - Jun 6, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -9.93% Jan 26, 2018 - Jul 25, 2018 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -9.91% Apr 2, 2012 - Aug 17, 2012 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.43% Sep 2, 2020 - Nov 11, 2020 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -8.93% Jul 17, 2007 - Oct 5, 2007 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -8.90% Jan 27, 2026 - Apr 14, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.43% Jul 16, 2024 - Sep 19, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.70% Sep 19, 2014 - Nov 5, 2014 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.67% May 5, 2006 - Sep 15, 2006 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.34% Sep 14, 2012 - Jan 2, 2013 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SPYM and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
SPYM vs SPY dividend yield comparison.
| Year | SPYM | SPY |
|---|---|---|
| 2026 | 0.22% | 0.24% |
| 2025 | 1.13% | 1.07% |
| 2024 | 1.28% | 1.21% |
| 2023 | 1.44% | 1.40% |
| 2022 | 1.69% | 1.65% |
| 2021 | 1.25% | 1.20% |
| 2020 | 1.54% | 1.52% |
| 2019 | 1.79% | 1.75% |
| 2018 | 2.23% | 2.04% |
| 2017 | 1.75% | 1.80% |
| 2016 | 1.97% | 2.03% |
| 2015 | 1.98% | 2.06% |
| 2014 | 1.79% | 1.87% |
| 2013 | 1.71% | 1.81% |
| 2012 | 2.08% | 2.18% |
| 2011 | 1.87% | 2.05% |
| 2010 | 1.31% | 1.80% |
| 2009 | 1.69% | 1.95% |
| 2008 | 2.96% | 3.02% |
| 2007 | 1.88% | 1.85% |
| 2006 | 1.80% | 1.73% |
| 2005 | 0.05% | 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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