SYLD vs SPY
Comparison between CAMBRIA SHAREHOLDER YIELD ETF (SYLD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SYLD, delivering a return of +13.3% compared to +5.7%
SYLD vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SYLD
$960M
Winner
SPY
$735B
Expense Ratio
SYLD
0.59%
Winner
SPY
0.09%
Max Drawdown
Winner
SYLD
45.80%
SPY
56.47%
Sharpe Ratio
SYLD
1.32
Winner
SPY
1.62
5Y Beta
Winner
SYLD
0.83
SPY
1.00
P/E Ratio
Winner
SYLD
19.69
SPY
28.99
Forward P/E
Winner
SYLD
10.56
SPY
22.37
PEG Ratio
SYLD
0.19
SPY
N/A
5Y Dividends CAGR
Winner
SYLD
17.45%
SPY
5.43%
5Y EPS CAGR
SYLD
14.01%
Winner
SPY
26.05%
Debt to Equity
SYLD
N/A
SPY
32.40%
P/S Ratio
Winner
SYLD
0.61
SPY
3.74
P/B Ratio
Winner
SYLD
1.49
SPY
5.61
SYLD vs SPY - Holdings Comparison
SYLD and SPY have 40 common holdings. Overlap is 3.71%
SYLD's top 25 holdings weight is 29.79%. SPY's top 25 holdings weight is 52.37%.
| Rank | SYLD | SPY |
|---|---|---|
| #1 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 1.74% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.38% | APPLE INC (AAPL) - 7.02% |
| #3 | AVNET INC (AVT) - 1.35% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | PVH CORP (PVH) - 1.35% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | FRANKLIN RESOURCES INC (BEN) - 1.25% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | SIRIUS XM HOLDINGS INC (SIRI) - 1.23% | BROADCOM INC (AVGO) - 3.10% |
| #7 | WORLD KINECT CORP (WKC) - 1.21% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | PHOTRONICS INC (PLAB) - 1.20% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | H&R BLOCK INC (HRB) - 1.20% | TESLA INC (TSLA) - 1.89% |
| #10 | THE TIMKEN CO (TKR) - 1.18% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | HUNTSMAN CORP (HUN) - 1.16% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | RYDER SYSTEM INC (R) - 1.15% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | BORGWARNER INC (BWA) - 1.15% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | NORTHERN TRUST CORP (NTRS) - 1.14% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | COLUMBIA SPORTSWEAR CO (COLM) - 1.13% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | VIATRIS INC (VTRS) - 1.13% | INTEL CORP (INTC) - 0.90% |
| #17 | METLIFE INC (MET) - 1.12% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | CABOT CORP (CBT) - 1.11% | VISA INC CLASS A (V) - 0.85% |
| #19 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.11% | WALMART INC (WMT) - 0.81% |
| #20 | LEAR CORP (LEA) - 1.11% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | BREAD FINANCIAL HOLDINGS INC (BFH) - 1.11% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | MACY'S INC (M) - 1.09% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | COREBRIDGE FINANCIAL INC (CRBG) - 1.08% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | MATSON INC (MATX) - 1.06% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | THE KRAFT HEINZ CO (KHC) - 1.05% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 102 | 505 |
SYLD vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
SYLD
-1.07%
Winner
SPY
+1.90%
3M
SYLD
+3.41%
Winner
SPY
+8.55%
6M
Winner
SYLD
+12.50%
SPY
+8.18%
1Y
Winner
SYLD
+25.90%
SPY
+25.79%
5Y(CAGR)
SYLD
+5.68%
Winner
SPY
+13.32%
10Y(CAGR)
SYLD
+12.91%
Winner
SPY
+15.19%
Max(CAGR)
Winner
SYLD
+12.01%
SPY
+8.47%
SYLD vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SYLD | SPY |
|---|---|---|
| 2026 | +11.72% | +8.26% |
| 2025 | +4.17% | +18.00% |
| 2024 | +2.80% | +25.59% |
| 2023 | +17.58% | +26.72% |
| 2022 | -6.68% | -18.64% |
| 2021 | +51.02% | +30.52% |
| 2020 | +13.78% | +17.28% |
| 2019 | +25.70% | +31.09% |
| 2018 | -13.98% | -5.24% |
| 2017 | +19.58% | +20.78% |
| 2016 | +16.92% | +13.59% |
| 2015 | -0.82% | +1.31% |
| 2014 | +12.01% | +14.56% |
| 2013 | +17.84% | +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% |
SYLD vs SPY Drawdown Comparison
The maximum drawdown for SYLD was -45.36%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SYLD drawdown is -1.63%. The current SPY drawdown is -2.90%.
| Rank | SYLD | SPY |
|---|---|---|
| #1 | -45.36% Jan 16, 2020 - Nov 16, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -26.61% Nov 25, 2024 - Feb 2, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -23.67% Aug 29, 2018 - Nov 7, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -20.16% Nov 16, 2021 - Feb 1, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -16.63% Mar 2, 2015 - Sep 30, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -16.52% Feb 2, 2023 - Dec 13, 2023 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -13.19% Jun 8, 2021 - Nov 12, 2021 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -9.80% Jan 26, 2018 - Aug 21, 2018 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.27% Aug 29, 2014 - Nov 6, 2014 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -8.42% Jul 31, 2024 - Oct 11, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -8.37% Mar 15, 2021 - May 3, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.16% Mar 28, 2024 - Jul 31, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.02% Jan 22, 2014 - Feb 24, 2014 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.93% Feb 11, 2026 - Apr 17, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.34% May 20, 2013 - Jul 8, 2013 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SYLD and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
SYLD vs SPY dividend yield comparison.
| Year | SYLD | SPY |
|---|---|---|
| 2026 | 0.54% | 0.24% |
| 2025 | 2.25% | 1.07% |
| 2024 | 2.04% | 1.21% |
| 2023 | 1.92% | 1.40% |
| 2022 | 2.20% | 1.65% |
| 2021 | 2.37% | 1.20% |
| 2020 | 1.99% | 1.52% |
| 2019 | 2.08% | 1.75% |
| 2018 | 2.52% | 2.04% |
| 2017 | 1.57% | 1.80% |
| 2016 | 1.92% | 2.03% |
| 2015 | 6.93% | 2.06% |
| 2014 | 4.35% | 1.87% |
| 2013 | 1.23% | 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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