YYY vs SPY
Comparison between AMPLIFY CEF HIGH INCOME ETF (YYY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed YYY, delivering a return of +13.3% compared to +2.7%
YYY vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
YYY
$712M
Winner
SPY
$735B
Expense Ratio
YYY
3.23%
Winner
SPY
0.09%
Max Drawdown
YYY
59.65%
Winner
SPY
56.47%
Sharpe Ratio
YYY
0.78
Winner
SPY
1.62
5Y Beta
Winner
YYY
0.53
SPY
1.00
P/E Ratio
YYY
N/A
SPY
28.99
Forward P/E
YYY
N/A
SPY
22.37
5Y Dividends CAGR
YYY
0.00%
Winner
SPY
5.43%
5Y EPS CAGR
YYY
N/A
SPY
26.05%
Debt to Equity
YYY
N/A
SPY
32.40%
P/S Ratio
YYY
N/A
SPY
3.74
P/B Ratio
YYY
N/A
SPY
5.61
YYY vs SPY - Holdings Comparison
YYY and SPY have 1 common holdings. Overlap is 0.00%
YYY's top 25 holdings weight is 61.79%. SPY's top 25 holdings weight is 52.37%.
| Rank | YYY | SPY |
|---|---|---|
| #1 | ABERDEEN TOTAL DYNAMIC DIVIDEND FUND (AOD) - 3.57% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | TORTOISE ENERGY INFRASTRUCTURE CORP (TYG) - 3.57% | APPLE INC (AAPL) - 7.02% |
| #3 | ROYCE SMALL-CAP TRUST INC (RVT) - 3.56% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | BLACKROCK CAPITAL ALLOCATION TRUST (BCAT) - 3.48% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | BLACKROCK ESG CAPITAL ALLOCATION TRUST (ECAT) - 3.24% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | ABRDN HEALTHCARE INVESTORS (HQH) - 3.19% | BROADCOM INC (AVGO) - 3.10% |
| #7 | DOUBLELINE INCOME SOLUTIONS FUND (DSL) - 3.15% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | NUVEEN FLOATING RATE INCOME FUND (JFR) - 3.03% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | n/a (IGR) - 2.78% | TESLA INC (TSLA) - 1.89% |
| #10 | NUVEEN CREDIT STRATEGIES INCOME FUND (JQC) - 2.76% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | WESTERN ASSET DIVERSIFIED INCOME FUND (WDI) - 2.72% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | ABRDN INCOME CREDIT STRATEGIES FUND (ACP) - 2.62% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | PIMCO ACCESS INCOME FUND (PAXS) - 2.56% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | BLACKROCK DEBT STRATEGIES FUND INC (DSU) - 2.39% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | ABRDN ASIA-PACIFIC INCOME (FAX) - 2.36% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | FS SPECIALTY LENDING FUND (FSSL) - 2.22% | INTEL CORP (INTC) - 0.90% |
| #17 | ABRDN LIFE SCIENCES INVESTORS (HQL) - 2.01% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | INVESCO SENIOR INCOME TRUST (VVR) - 1.81% | VISA INC CLASS A (V) - 0.85% |
| #19 | KKR INCOME OPPORTUNITIES FUND (KIO) - 1.81% | WALMART INC (WMT) - 0.81% |
| #20 | ABERDEEN INDIA FUND, INC (IFN) - 1.80% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | BLACKROCK FLOAT RATE STRAT (FRA) - 1.54% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | SABA CAPITAL INCOME & OPPORTUNITIES FUND (BRW) - 1.42% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | BLACKROCK TECH AND PRIVATE EQUITY TERM (BTX) - 1.41% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | NUVEEN REAL ASSET INCOME AND GROWTH (JRI) - 1.40% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | WESTERN ASSET HIGH INCOME FUND II INC (HIX) - 1.39% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 63 | 505 |
YYY vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
YYY
-1.50%
Winner
SPY
+1.90%
3M
YYY
+1.38%
Winner
SPY
+8.55%
6M
YYY
+2.81%
Winner
SPY
+8.18%
1Y
YYY
+10.54%
Winner
SPY
+25.79%
5Y(CAGR)
YYY
+2.73%
Winner
SPY
+13.32%
10Y(CAGR)
YYY
+5.45%
Winner
SPY
+15.19%
Max(CAGR)
YYY
+5.77%
Winner
SPY
+8.47%
YYY vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | YYY | SPY |
|---|---|---|
| 2026 | +2.64% | +8.26% |
| 2025 | +12.27% | +18.00% |
| 2024 | +11.16% | +25.59% |
| 2023 | +11.07% | +26.72% |
| 2022 | -22.00% | -18.64% |
| 2021 | +14.86% | +30.52% |
| 2020 | -1.24% | +17.28% |
| 2019 | +20.23% | +31.09% |
| 2018 | -10.11% | -5.24% |
| 2017 | +13.66% | +20.78% |
| 2016 | +16.17% | +13.59% |
| 2015 | -7.94% | +1.31% |
| 2014 | +2.13% | +14.56% |
| 2013 | +11.35% | +29.00% |
| 2012 | +13.80% | +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% |
YYY vs SPY Drawdown Comparison
The maximum drawdown for YYY was -42.52%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current YYY drawdown is -2.68%. The current SPY drawdown is -2.90%.
| Rank | YYY | SPY |
|---|---|---|
| #1 | -42.52% Feb 20, 2020 - Feb 8, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -27.96% Jul 2, 2021 - Sep 24, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -26.28% May 29, 2014 - Mar 1, 2017 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -14.22% Oct 2, 2018 - Mar 13, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -13.47% Feb 18, 2025 - Jun 3, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -10.33% Apr 1, 2013 - Dec 24, 2013 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.85% Sep 14, 2012 - Dec 19, 2012 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -8.07% Feb 18, 2026 - Apr 30, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.21% Jun 21, 2012 - Jul 3, 2012 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.40% Dec 4, 2024 - Feb 18, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.04% Jan 26, 2018 - Oct 2, 2018 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.90% Dec 19, 2012 - Jan 24, 2013 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.38% Jan 22, 2014 - Feb 14, 2014 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.19% Feb 1, 2013 - Mar 20, 2013 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.81% May 3, 2019 - Jun 17, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between YYY and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (1999 - 2026)
YYY vs SPY dividend yield comparison.
| Year | YYY | SPY |
|---|---|---|
| 2026 | 5.33% | 0.24% |
| 2025 | 12.51% | 1.07% |
| 2024 | 12.50% | 1.21% |
| 2023 | 12.39% | 1.40% |
| 2022 | 12.36% | 1.65% |
| 2021 | 9.08% | 1.20% |
| 2020 | 9.79% | 1.52% |
| 2019 | 9.10% | 1.75% |
| 2018 | 9.73% | 2.04% |
| 2017 | 8.16% | 1.80% |
| 2016 | 10.34% | 2.03% |
| 2015 | 10.77% | 2.06% |
| 2014 | 9.54% | 1.87% |
| 2013 | 5.14% | 1.81% |
| 2012 | 4.47% | 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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