XLG vs SPHY
Comparison between INVESCO S&P 500 TOP 50 ETF (XLG, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF (SPHY, ETF).
5-Year PerformanceXLG has outperformed SPHY, delivering a return of +15.1% compared to +4.3%
XLG vs SPHY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XLG vs SPHY - Historical Returns
Returns include dividend reinvestment.
XLG vs SPHY - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XLG | SPHY |
|---|---|---|
| 2026 | +3.99% | +1.76% |
| 2025 | +19.86% | +8.31% |
| 2024 | +34.63% | +8.81% |
| 2023 | +38.98% | +12.80% |
| 2022 | -25.22% | -10.48% |
| 2021 | +32.52% | +5.74% |
| 2020 | +22.59% | +6.44% |
| 2019 | +31.49% | +13.55% |
| 2018 | -4.27% | -2.69% |
| 2017 | +22.13% | +6.73% |
| 2016 | +13.05% | +11.15% |
| 2015 | +4.39% | -3.64% |
| 2014 | +12.19% | +6.53% |
| 2013 | +25.40% | -1.34% |
| 2012 | +13.33% | +7.21% |
| 2011 | +3.57% | N/A |
| 2010 | +7.41% | N/A |
| 2009 | +16.95% | N/A |
| 2008 | -32.91% | N/A |
| 2007 | +4.53% | N/A |
| 2006 | +15.92% | N/A |
| 2005 | +3.78% | N/A |
XLG vs SPHY Drawdown Comparison
The maximum drawdown for XLG was -52.40%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The maximum drawdown for SPHY was -21.97%, occurring on Mar 23, 2020. Recovery took 164 trading sessions.
The current XLG drawdown is -5.06%.
| Rank | XLG | SPHY |
|---|---|---|
| #1 | -52.40% Oct 9, 2007 - Aug 16, 2012 | -21.97% Feb 14, 2020 - Oct 8, 2020 |
| #2 | -30.45% Feb 19, 2020 - Jul 8, 2020 | -15.29% Dec 28, 2021 - Dec 14, 2023 |
| #3 | -28.03% Jan 3, 2022 - Nov 20, 2023 | -8.30% Apr 16, 2015 - Apr 25, 2016 |
| #4 | -20.71% Feb 19, 2025 - Jun 26, 2025 | -7.23% May 2, 2013 - Feb 24, 2014 |
| #5 | -19.78% Oct 3, 2018 - Apr 15, 2019 | -4.86% Feb 26, 2025 - May 12, 2025 |
| #6 | -13.40% Jul 20, 2015 - Nov 3, 2015 | -4.21% Dec 29, 2017 - Feb 15, 2019 |
| #7 | -12.42% Oct 29, 2025 - Apr 22, 2026 | -4.17% Oct 24, 2016 - Jan 18, 2017 |
| #8 | -11.32% Jul 10, 2024 - Oct 9, 2024 | -2.48% Aug 21, 2014 - Jan 14, 2015 |
| #9 | -11.15% Sep 2, 2020 - Dec 28, 2020 | -2.41% Feb 20, 2026 - Apr 8, 2026 |
| #10 | -10.81% Nov 3, 2015 - Apr 13, 2016 | -2.36% Nov 9, 2021 - Dec 23, 2021 |
| #11 | -10.62% Jan 26, 2018 - Jul 25, 2018 | -2.29% Mar 27, 2024 - May 3, 2024 |
| #12 | -8.87% Oct 4, 2012 - Feb 1, 2013 | -2.28% Jan 29, 2013 - Apr 16, 2013 |
| #13 | -8.26% Apr 29, 2019 - Jul 2, 2019 | -2.07% Sep 17, 2012 - Oct 11, 2012 |
| #14 | -7.99% Jul 16, 2007 - Sep 19, 2007 | -1.99% Mar 1, 2017 - Apr 10, 2017 |
| #15 | -7.30% Sep 19, 2014 - Oct 31, 2014 | -1.84% Feb 27, 2015 - Apr 15, 2015 |
Correlation
Correlation between XLG and SPHY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
XLG vs SPHY dividend yield comparison.
| Year | XLG | SPHY |
|---|---|---|
| 2026 | 0.15% | 2.95% |
| 2025 | 0.64% | 7.38% |
| 2024 | 0.72% | 7.80% |
| 2023 | 0.97% | 7.30% |
| 2022 | 1.34% | 6.47% |
| 2021 | 0.94% | 5.13% |
| 2020 | 1.25% | 5.63% |
| 2019 | 1.58% | 5.73% |
| 2018 | 2.00% | 4.09% |
| 2017 | 1.85% | 4.41% |
| 2016 | 2.00% | 4.27% |
| 2015 | 2.09% | 4.29% |
| 2014 | 1.97% | 3.98% |
| 2013 | 1.97% | 4.41% |
| 2012 | 2.21% | 2.17% |
| 2011 | 2.61% | 0.00% |
| 2010 | 1.93% | 0.00% |
| 2009 | 2.31% | 0.00% |
| 2008 | 3.10% | 0.00% |
| 2007 | 1.98% | 0.00% |
| 2006 | 1.72% | 0.00% |
| 2005 | 1.00% | 0.00% |
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