SRLN vs SPY
Comparison between SPDR BLACKSTONE SENIOR LOAN ETF (SRLN, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SRLN, delivering a return of +13.3% compared to +4.8%
SRLN vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SRLN
$4.70B
Winner
SPY
$652B
Expense Ratio
SRLN
0.70%
Winner
SPY
0.09%
Max Drawdown
Winner
SRLN
28.37%
SPY
56.47%
Sharpe Ratio
SRLN
1.16
Winner
SPY
2.07
5Y Beta
Winner
SRLN
0.15
SPY
1.00
P/E Ratio
SRLN
N/A
SPY
28.24
Forward P/E
SRLN
N/A
SPY
21.85
5Y Dividends CAGR
Winner
SRLN
8.86%
SPY
5.43%
5Y EPS CAGR
SRLN
N/A
SPY
25.79%
Debt to Equity
SRLN
N/A
SPY
22.35%
P/S Ratio
SRLN
N/A
SPY
3.55
P/B Ratio
SRLN
N/A
SPY
5.29
SRLN vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
SRLN
+1.30%
Winner
SPY
+9.11%
3M
SRLN
+1.43%
Winner
SPY
+6.59%
6M
SRLN
+1.93%
Winner
SPY
+10.56%
1Y
SRLN
+7.05%
Winner
SPY
+32.04%
5Y(CAGR)
SRLN
+4.79%
Winner
SPY
+13.35%
10Y(CAGR)
SRLN
+4.59%
Winner
SPY
+15.49%
Max(CAGR)
SRLN
+3.81%
Winner
SPY
+8.50%
SRLN vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SRLN | SPY |
|---|---|---|
| 2026 | +0.59% | +8.27% |
| 2025 | +6.72% | +18.00% |
| 2024 | +8.43% | +25.59% |
| 2023 | +10.96% | +26.72% |
| 2022 | -5.37% | -18.64% |
| 2021 | +4.66% | +30.52% |
| 2020 | +2.94% | +17.28% |
| 2019 | +9.95% | +31.09% |
| 2018 | -0.82% | -5.24% |
| 2017 | +3.37% | +20.78% |
| 2016 | +7.14% | +13.59% |
| 2015 | -1.15% | +1.31% |
| 2014 | +1.01% | +14.56% |
| 2013 | +1.80% | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +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% |
SRLN vs SPY Drawdown Comparison
The maximum drawdown for SRLN was -22.29%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | SRLN | SPY |
|---|---|---|
| #1 | -22.29% Feb 19, 2020 - Nov 9, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -7.93% Jan 14, 2022 - Jul 12, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -5.58% Jul 16, 2015 - Aug 10, 2016 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -4.61% Oct 16, 2018 - Feb 25, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -4.26% Feb 18, 2025 - May 12, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -3.26% Jan 9, 2026 - May 1, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -2.71% Nov 28, 2014 - Feb 12, 2015 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -1.87% Sep 5, 2014 - Nov 25, 2014 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -1.36% Jul 22, 2024 - Aug 16, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -1.31% Nov 11, 2021 - Dec 23, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -1.21% Aug 1, 2019 - Sep 10, 2019 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.19% May 9, 2013 - Jul 23, 2013 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.16% May 3, 2019 - Jul 17, 2019 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.14% Feb 27, 2019 - Apr 5, 2019 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.10% Sep 20, 2019 - Nov 15, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SRLN and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
SRLN vs SPY dividend yield comparison.
| Year | SRLN | SPY |
|---|---|---|
| 2026 | 2.33% | 0.24% |
| 2025 | 7.67% | 1.07% |
| 2024 | 8.58% | 1.21% |
| 2023 | 8.44% | 1.40% |
| 2022 | 5.72% | 1.65% |
| 2021 | 4.45% | 1.20% |
| 2020 | 4.91% | 1.52% |
| 2019 | 5.39% | 1.75% |
| 2018 | 4.98% | 2.04% |
| 2017 | 4.01% | 1.80% |
| 2016 | 3.94% | 2.03% |
| 2015 | 4.43% | 2.06% |
| 2014 | 3.66% | 1.87% |
| 2013 | 1.91% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 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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