Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SPYD (SPDR Portfolio S&P 500 High Dividend ETF) 12.91% 17.90% 14.44% 7.39% 8.82% NA NA
Data as of 06/10/2026, Common starting date is 10/23/2015
More Performance Analytics Comparison
Name Start Date End Date
SPYD (SPDR Portfolio S&P 500 High Dividend ETF) 10/23/2015 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) 2.33 17.90 14.44 7.39 8.82 NA NA 12.91 4.65 15.34 3.93 -1.18 32.82 -11.53 21.19 -4.88 12.65 24.59 -2.11
Sharpe Ratio NA 1.41 0.83 0.28 0.36 NA NA 2.43 0.11 0.93 0.02 -0.13 2.00 -0.26 1.62 -0.47 1.61 1.67 -0.77
Standard Deviation(%) NA 11.65 14.30 16.13 19.88 NA NA 11.27 15.82 12.67 17.07 20.15 16.39 45.15 12.17 13.39 7.50 14.56 14.12
Draw Down(%) NA 7.05 16.13 22.24 46.38 NA NA 7.05 13.24 9.04 20.69 20.32 9.20 46.38 8.71 13.63 4.06 7.09 5.85
Yield(%) 0.00 4.63 5.14 4.27 5.31 4.02 3.01 1.03 4.54 4.70 4.60 4.68 4.78 4.17 5.16 4.31 4.94 5.22 1.09
Data as of 06/10/2026, Common starting date is 10/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPYD (SPDR Portfolio S&P 500 High Dividend ETF) -6.89%
Mar 2017 – Mar 2020
3.21%
Oct 2018 – Oct 2023
8.49%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPYD (SPDR Portfolio S&P 500 High Dividend ETF) 21.09%
Mar 2020 – Mar 2023
17.79%
Mar 2020 – Mar 2025
9.88%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return