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TSI vs SPY

Comparison between TCW Strategic Income Fund Inc (TSI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed TSI, delivering a return of +13.3% compared to +2.1%

TSI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TSI
$233M
Winner
SPY
$735B
Expense Ratio
TSI
N/A
SPY
0.09%
Max Drawdown
TSI
80.85%
Winner
SPY
56.47%
Sharpe Ratio
TSI
-0.54
Winner
SPY
1.62
5Y Beta
Winner
TSI
0.12
SPY
1.00
P/E Ratio
TSI
N/A
SPY
28.99
Forward P/E
TSI
N/A
SPY
22.37
5Y Dividends CAGR
Winner
TSI
8.94%
SPY
5.43%
5Y EPS CAGR
TSI
N/A
SPY
26.05%
Debt to Equity
TSI
N/A
SPY
32.40%
P/S Ratio
TSI
N/A
SPY
3.74
P/B Ratio
TSI
N/A
SPY
5.61

TSI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
TSI
-0.04%
Winner
SPY
+1.90%
3M
TSI
-1.80%
Winner
SPY
+8.55%
6M
TSI
-2.64%
Winner
SPY
+8.18%
1Y
TSI
-1.26%
Winner
SPY
+25.79%
5Y(CAGR)
TSI
+2.06%
Winner
SPY
+13.32%
10Y(CAGR)
TSI
+5.18%
Winner
SPY
+15.19%
Max(CAGR)
TSI
+7.77%
Winner
SPY
+8.47%

TSI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearTSISPY
2026-5.72%+8.26%
2025+9.44%+18.00%
2024+12.15%+25.59%
2023+8.07%+26.72%
2022-12.95%-18.64%
2021+9.57%+30.52%
2020+4.12%+17.28%
2019+18.83%+31.09%
2018-0.31%-5.24%
2017+16.58%+20.78%
2016+6.35%+13.59%
2015+2.01%+1.31%
2014+6.06%+14.56%
2013+4.20%+29.00%
2012+24.50%+14.17%
2011+11.60%+0.85%
2010+36.73%+13.14%
2009+54.43%+22.67%
2008-4.53%-36.25%
2007-20.85%+5.32%
2006+19.35%+13.85%
2005-2.84%+5.32%
2004+76.19%+10.75%
2003+21.73%+24.18%
2002-43.07%-22.42%
2001-3.28%-10.13%
2000+17.97%-8.84%
1999+10.26%+8.61%

TSI vs SPY Drawdown Comparison

The maximum drawdown for TSI was -60.18%, occurring on Oct 9, 2002. Recovery took 1063 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current TSI drawdown is -6.32%. The current SPY drawdown is -2.90%.

RankTSISPY
#1-60.18%
Sep 29, 2000 - Dec 27, 2004		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-48.14%
Mar 30, 2007 - Sep 15, 2009		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-30.00%
Jan 15, 2020 - Jul 31, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-18.54%
Dec 31, 2021 - Jul 12, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-12.62%
May 2, 2013 - Sep 3, 2014		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.90%
Jul 17, 2000 - Aug 31, 2000		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-9.69%
Mar 28, 2000 - Jul 13, 2000		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.45%
May 31, 2011 - Dec 28, 2011		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.69%
Dec 29, 2017 - Feb 28, 2019		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.53%
Mar 29, 2006 - Sep 13, 2006		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.36%
Mar 14, 2005 - Mar 16, 2006		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.30%
Jan 15, 2026 - Mar 30, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.25%
Oct 18, 2012 - Dec 7, 2012		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.21%
Sep 26, 2014 - Jun 22, 2016		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.84%
Nov 9, 2009 - Feb 18, 2010		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between TSI and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

TSI vs SPY dividend yield comparison.

YearTSISPY
20262.70%0.24%
20256.58%1.07%
20248.00%1.21%
20237.73%1.40%
20227.00%1.65%
20216.36%1.20%
20204.83%1.52%
20197.39%1.75%
20187.07%2.04%
20175.36%1.80%
20165.21%2.03%
20154.08%2.06%
20144.69%1.87%
20137.34%1.81%
201210.19%2.18%
201118.40%2.05%
201011.82%1.80%
200911.76%1.95%
200814.98%3.02%
200711.80%1.85%
20069.12%1.73%
20058.59%1.73%
200447.05%1.82%
20035.62%1.47%
200221.15%1.70%
200111.58%1.25%
20008.09%1.15%
19999.62%0.24%

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