UYLD vs SPGM
Comparison between ANGEL OAK ULTRASHORT INCOME ETF (UYLD, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).
UYLD vs SPGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UYLD
$1.60B
Winner
SPGM
$1.70B
Expense Ratio
UYLD
0.35%
Winner
SPGM
0.09%
Max Drawdown
Winner
UYLD
0.99%
SPGM
33.97%
Sharpe Ratio
UYLD
1.39
Winner
SPGM
1.40
5Y Beta
Winner
UYLD
0.01
SPGM
0.91
P/E Ratio
UYLD
N/A
SPGM
25.88
Forward P/E
UYLD
N/A
SPGM
20.15
5Y Dividends CAGR
UYLD
N/A
SPGM
13.19%
5Y EPS CAGR
UYLD
N/A
SPGM
23.77%
P/S Ratio
UYLD
N/A
SPGM
0.24
P/B Ratio
UYLD
N/A
SPGM
4.88
UYLD vs SPGM - Historical Returns
Returns include dividend reinvestment.
1M
UYLD
+0.43%
Winner
SPGM
+2.88%
3M
UYLD
+1.43%
Winner
SPGM
+4.07%
6M
UYLD
+2.23%
Winner
SPGM
+9.93%
1Y
UYLD
+4.81%
Winner
SPGM
+25.61%
5Y(CAGR)
UYLD
N/A
SPGM
+11.86%
10Y(CAGR)
UYLD
N/A
SPGM
+12.66%
Max(CAGR)
UYLD
+5.86%
Winner
SPGM
+11.43%
UYLD vs SPGM - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | UYLD | SPGM |
|---|---|---|
| 2026 | +2.91% | +14.45% |
| 2025 | +5.39% | +23.70% |
| 2024 | +6.02% | +17.65% |
| 2023 | +6.76% | +21.33% |
| 2022 | +1.12% | -17.95% |
| 2021 | N/A | +20.77% |
| 2020 | N/A | +14.24% |
| 2019 | N/A | +26.23% |
| 2018 | N/A | -10.47% |
| 2017 | N/A | +22.11% |
| 2016 | N/A | +10.39% |
| 2015 | N/A | -2.10% |
| 2014 | N/A | +11.58% |
| 2013 | N/A | +20.65% |
| 2012 | N/A | +1.33% |
UYLD vs SPGM Drawdown Comparison
The maximum drawdown for UYLD was -0.54%, occurring on Jan 2, 2025. Recovery took 25 trading sessions.
The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current SPGM drawdown is -0.95%.
| Rank | UYLD | SPGM |
|---|---|---|
| #1 | -0.54% Dec 30, 2024 - Feb 6, 2025 | -33.97% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -0.41% Nov 10, 2022 - Dec 5, 2022 | -25.92% Jan 4, 2022 - Jan 25, 2024 |
| #3 | -0.35% Apr 6, 2023 - May 3, 2023 | -21.99% Jun 18, 2015 - Jan 24, 2017 |
| #4 | -0.27% May 4, 2023 - May 31, 2023 | -19.40% Jan 26, 2018 - Oct 24, 2019 |
| #5 | -0.27% Jan 27, 2023 - Feb 22, 2023 | -16.90% Feb 18, 2025 - Jun 2, 2025 |
| #6 | -0.24% Mar 27, 2023 - Apr 4, 2023 | -13.83% Jul 10, 2014 - Dec 3, 2014 |
| #7 | -0.19% Apr 3, 2025 - Apr 22, 2025 | -11.87% Mar 19, 2012 - Sep 13, 2012 |
| #8 | -0.18% Dec 21, 2022 - Jan 3, 2023 | -9.50% Feb 25, 2026 - Apr 15, 2026 |
| #9 | -0.17% Mar 15, 2023 - Mar 24, 2023 | -8.97% Dec 16, 2013 - May 27, 2014 |
| #10 | -0.15% Dec 14, 2022 - Dec 21, 2022 | -8.55% Jul 16, 2024 - Aug 30, 2024 |
| #11 | -0.14% Oct 30, 2023 - Nov 3, 2023 | -8.37% May 21, 2013 - Aug 8, 2013 |
| #12 | -0.14% Jan 3, 2023 - Jan 6, 2023 | -7.49% Sep 2, 2020 - Nov 9, 2020 |
| #13 | -0.14% Jun 14, 2024 - Jun 21, 2024 | -6.08% Sep 17, 2012 - Dec 18, 2012 |
| #14 | -0.14% Aug 2, 2024 - Aug 12, 2024 | -5.52% Sep 3, 2021 - Oct 25, 2021 |
| #15 | -0.14% Mar 9, 2026 - Mar 31, 2026 | -5.28% Nov 8, 2021 - Jan 4, 2022 |
Correlation
Correlation between UYLD and SPGM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2012 - 2026)
UYLD vs SPGM dividend yield comparison.
| Year | UYLD | SPGM |
|---|---|---|
| 2026 | 2.87% | 0.76% |
| 2025 | 5.07% | 1.89% |
| 2024 | 4.97% | 1.98% |
| 2023 | 5.92% | 2.09% |
| 2022 | 0.75% | 2.37% |
| 2021 | 0.00% | 1.94% |
| 2020 | 0.00% | 1.45% |
| 2019 | 0.00% | 2.46% |
| 2018 | 0.00% | 1.89% |
| 2017 | 0.00% | 2.29% |
| 2016 | 0.00% | 1.87% |
| 2015 | 0.00% | 3.70% |
| 2014 | 0.00% | 2.18% |
| 2013 | 0.00% | 1.75% |
| 2012 | 0.00% | 2.26% |
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