UYLD vs SPY
Comparison between ANGEL OAK ULTRASHORT INCOME ETF (UYLD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
UYLD vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UYLD
$1.40B
Winner
SPY
$652B
Expense Ratio
UYLD
0.34%
Winner
SPY
0.09%
Max Drawdown
Winner
UYLD
0.99%
SPY
56.47%
Sharpe Ratio
Winner
UYLD
2.18
SPY
2.07
5Y Beta
Winner
UYLD
0.00
SPY
1.00
P/E Ratio
UYLD
N/A
SPY
28.24
Forward P/E
UYLD
N/A
SPY
21.85
5Y Dividends CAGR
UYLD
N/A
SPY
5.43%
5Y EPS CAGR
UYLD
N/A
SPY
25.79%
Debt to Equity
UYLD
N/A
SPY
22.35%
P/S Ratio
UYLD
N/A
SPY
3.55
P/B Ratio
UYLD
N/A
SPY
5.29
UYLD vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
UYLD
+0.39%
Winner
SPY
+9.11%
3M
UYLD
+0.87%
Winner
SPY
+6.59%
6M
UYLD
+2.11%
Winner
SPY
+10.56%
1Y
UYLD
+5.00%
Winner
SPY
+32.04%
5Y(CAGR)
UYLD
N/A
SPY
+13.35%
10Y(CAGR)
UYLD
N/A
SPY
+15.49%
Max(CAGR)
UYLD
+5.90%
Winner
SPY
+8.50%
UYLD vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UYLD | SPY |
|---|---|---|
| 2026 | +1.38% | +8.27% |
| 2025 | +5.39% | +18.00% |
| 2024 | +6.02% | +25.59% |
| 2023 | +6.76% | +26.72% |
| 2022 | +1.12% | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +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% |
UYLD vs SPY Drawdown Comparison
The maximum drawdown for UYLD was -0.54%, occurring on Jan 2, 2025. Recovery took 25 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | UYLD | SPY |
|---|---|---|
| #1 | -0.54% Dec 30, 2024 - Feb 6, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -0.41% Nov 10, 2022 - Dec 5, 2022 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -0.35% Apr 6, 2023 - May 3, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -0.27% May 4, 2023 - May 31, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -0.27% Jan 27, 2023 - Feb 22, 2023 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -0.24% Mar 27, 2023 - Apr 4, 2023 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -0.19% Apr 3, 2025 - Apr 22, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -0.18% Dec 21, 2022 - Jan 3, 2023 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -0.17% Mar 15, 2023 - Mar 24, 2023 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -0.15% Dec 14, 2022 - Dec 21, 2022 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -0.14% Oct 30, 2023 - Nov 3, 2023 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -0.14% Jan 3, 2023 - Jan 6, 2023 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -0.14% Jun 14, 2024 - Jun 21, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -0.14% Aug 2, 2024 - Aug 12, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -0.14% Mar 9, 2026 - Mar 31, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between UYLD and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
UYLD vs SPY dividend yield comparison.
| Year | UYLD | SPY |
|---|---|---|
| 2026 | 1.44% | 0.24% |
| 2025 | 5.07% | 1.07% |
| 2024 | 4.97% | 1.21% |
| 2023 | 5.92% | 1.40% |
| 2022 | 0.75% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 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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