SPYT vs BWG
Comparison between DEFIANCE S&P 500 INCOME TARGET ETF (SPYT, ETF) and BrandywineGLOBAL - Global Income Opportunities Fund Inc (BWG, ETF).
SPYT vs BWG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPYT
$149M
BWG
$149M
Expense Ratio
SPYT
0.92%
BWG
N/A
Max Drawdown
Winner
SPYT
24.76%
BWG
67.84%
Sharpe Ratio
Winner
SPYT
1.42
BWG
0.53
5Y Beta
SPYT
0.90
Winner
BWG
0.34
5Y Dividends CAGR
SPYT
N/A
BWG
1.61%
SPYT vs BWG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPYT
+1.05%
BWG
-0.87%
3M
Winner
SPYT
+7.39%
BWG
+1.04%
6M
Winner
SPYT
+7.09%
BWG
-1.93%
1Y
Winner
SPYT
+20.97%
BWG
+9.34%
5Y(CAGR)
SPYT
N/A
BWG
+1.66%
10Y(CAGR)
SPYT
N/A
BWG
+4.90%
Max(CAGR)
Winner
SPYT
+14.83%
BWG
+3.07%
SPYT vs BWG - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | SPYT | BWG |
|---|---|---|
| 2026 | +7.07% | -1.46% |
| 2025 | +12.75% | +16.63% |
| 2024 | +12.97% | +8.11% |
| 2023 | N/A | +15.67% |
| 2022 | N/A | -21.86% |
| 2021 | N/A | +2.00% |
| 2020 | N/A | +4.50% |
| 2019 | N/A | +30.08% |
| 2018 | N/A | -12.62% |
| 2017 | N/A | +16.07% |
| 2016 | N/A | +12.89% |
| 2015 | N/A | -20.90% |
| 2014 | N/A | +7.60% |
| 2013 | N/A | -9.61% |
| 2012 | N/A | +6.06% |
SPYT vs BWG Drawdown Comparison
The maximum drawdown for SPYT was -18.22%, occurring on Apr 8, 2025. Recovery took 92 trading sessions.
The maximum drawdown for BWG was -35.45%, occurring on Jan 20, 2016. Recovery took 1182 trading sessions.
The current SPYT drawdown is -2.81%. The current BWG drawdown is -5.54%.
| Rank | SPYT | BWG |
|---|---|---|
| #1 | -18.22% Feb 19, 2025 - Jul 2, 2025 | -35.45% May 9, 2013 - Jan 18, 2018 |
| #2 | -8.17% Jul 16, 2024 - Sep 19, 2024 | -34.27% Feb 20, 2020 - Jan 28, 2021 |
| #3 | -8.00% Feb 2, 2026 - Apr 14, 2026 | -34.11% Sep 3, 2021 - Jun 30, 2025 |
| #4 | -4.84% Oct 28, 2025 - Jan 6, 2026 | -18.97% Jan 25, 2018 - Aug 1, 2019 |
| #5 | -4.77% Mar 27, 2024 - May 14, 2024 | -13.69% May 7, 2012 - Aug 6, 2012 |
| #6 | -4.11% Dec 6, 2024 - Feb 18, 2025 | -12.02% Feb 11, 2026 - Mar 30, 2026 |
| #7 | -2.81% Jun 2, 2026 - Jun 5, 2026 | -5.70% Sep 17, 2025 - Jan 28, 2026 |
| #8 | -2.79% Oct 8, 2025 - Oct 24, 2025 | -4.94% Feb 17, 2021 - May 27, 2021 |
| #9 | -2.36% Jan 12, 2026 - Jan 27, 2026 | -4.71% Feb 11, 2013 - Apr 9, 2013 |
| #10 | -2.34% Oct 14, 2024 - Nov 6, 2024 | -4.44% Aug 7, 2012 - Sep 6, 2012 |
| #11 | -2.02% Jul 28, 2025 - Aug 8, 2025 | -4.37% Nov 12, 2012 - Dec 11, 2012 |
| #12 | -1.79% May 14, 2026 - May 26, 2026 | -3.10% Jun 9, 2021 - Aug 30, 2021 |
| #13 | -1.73% Nov 8, 2024 - Nov 26, 2024 | -3.09% Oct 23, 2012 - Nov 9, 2012 |
| #14 | -1.20% May 21, 2024 - Jun 5, 2024 | -2.00% Jul 9, 2025 - Aug 4, 2025 |
| #15 | -1.19% Aug 28, 2025 - Sep 10, 2025 | -1.80% Aug 16, 2019 - Sep 24, 2019 |
Correlation
Correlation between SPYT and BWG is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2012 - 2026)
SPYT vs BWG dividend yield comparison.
| Year | SPYT | BWG |
|---|---|---|
| 2026 | 8.34% | 5.10% |
| 2025 | 21.40% | 11.47% |
| 2024 | 17.37% | 12.00% |
| 2023 | 0.00% | 11.73% |
| 2022 | 0.00% | 13.25% |
| 2021 | 0.00% | 8.20% |
| 2020 | 0.00% | 6.81% |
| 2019 | 0.00% | 6.55% |
| 2018 | 0.00% | 8.70% |
| 2017 | 0.00% | 8.35% |
| 2016 | 0.00% | 10.31% |
| 2015 | 0.00% | 16.41% |
| 2014 | 0.00% | 8.95% |
| 2013 | 0.00% | 10.28% |
| 2012 | 0.00% | 4.64% |
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