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ISIN
US78468R7888
CUSIP
78468R788
Inception Date
Oct 21, 2015
Region
North America (U.S.)
Category
S&P 500, Dividend
Leveraged
1x (No leverage)
Index Tracked
S&P 500 High Dividend Index
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Value
Assets Under Management
$7B

Share Price Chart


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Performance

SPYD Performance Chart

State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) is up 11.5% since the beginning of the year. SPYD is currently trading at $47 per share. Investors who bought $1,000 worth of SPYD shares 5 years ago would now be looking at an investment worth $1,469.


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S&P 500 Index

Returns By Period

State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) has returned 11.52% so far this year and 17.94% over the past 12 months. Over the last ten years, SPYD has returned 8.76% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


State Street SPDR Portfolio S&P 500 High Dividend ETF

1D
0.52%
1M
0.07%
YTD
11.52%
6M
11.31%
1Y
17.94%
3Y*
14.80%
5Y*
7.99%
10Y*
8.76%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPYD Monthly Returns History

Based on dividend-adjusted daily data since Oct 22, 2015, SPYD's average daily return is +0.04%, while the average monthly return is +0.87%. At this rate, an investment would double in approximately 6.7 years.

Historically, 64% of months were positive and 36% were negative. The best month was Nov 2020 with a return of +16.6%, while the worst month was Mar 2020 at -26.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SPYD closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +11.3%, while the worst single day was Mar 16, 2020 at -13.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.69%5.98%-4.18%3.36%1.00%0.47%11.52%
20252.01%2.22%-0.90%-5.38%1.43%1.10%0.73%5.29%-1.15%-3.25%3.03%-0.13%4.65%
2024-1.63%0.83%5.73%-3.37%3.91%-0.39%7.21%4.54%2.26%-1.01%4.67%-7.41%15.34%
20236.39%-4.87%-4.14%0.45%-7.96%6.87%4.75%-4.15%-4.67%-4.28%9.32%8.23%3.91%
20221.88%-0.21%4.37%-2.84%4.38%-9.52%3.76%-2.87%-10.87%10.04%6.92%-3.94%-1.17%
20211.97%9.62%6.29%4.44%3.56%-2.77%-1.47%2.33%-2.27%3.04%-2.56%7.38%32.73%

Benchmark Metrics

State Street SPDR Portfolio S&P 500 High Dividend ETF has an annualized alpha of -1.01%, beta of 0.85, and R2 of 0.61 versus S&P 500 Index. Calculated based on daily prices since October 22, 2015.

  • This ETF participated in 92.65% of S&P 500 Index downside but only 79.42% of its upside - more exposed to losses than it benefited from rallies.

Alpha
-1.01%
Beta
0.85
0.61
Upside Capture
79.42%
Downside Capture
92.65%

Expense Ratio

SPYD has an expense ratio of 0.07%, which is considered low.


Return for Risk

Risk / Return Rank

SPYD ranks 46 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


SPYD Risk / Return Rank: 4646
Overall Rank
SPYD Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
SPYD Sortino Ratio Rank: 4747
Sortino Ratio Rank
SPYD Omega Ratio Rank: 4141
Omega Ratio Rank
SPYD Calmar Ratio Rank: 5353
Calmar Ratio Rank
SPYD Martin Ratio Rank: 4646
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SPYDBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.51

Sortino ratioReturn per unit of downside risk

-0.48

Omega ratioGain probability vs. loss probability

1.26

1.37

-0.11

Calmar ratioReturn relative to maximum drawdown

2.55

2.78

-0.23

Martin ratioReturn relative to average drawdown

7.37

12.44

-5.07

Dividends

Dividend History

State Street SPDR Portfolio S&P 500 High Dividend ETF provided a 5.36% dividend yield over the last twelve months, with an annual payout of $2.53 per share. The fund has been increasing its distributions for 2 consecutive years.


1.00%2.00%3.00%4.00%5.00%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.53$1.96$1.86$1.83$1.98$1.55$1.63$1.75$1.62$1.74$1.51$0.33

Dividend yield

5.36%4.52%4.31%4.66%5.01%3.68%4.95%4.42%4.75%4.63%4.34%1.13%

Monthly Dividends

The table displays the monthly dividend distributions for State Street SPDR Portfolio S&P 500 High Dividend ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.45$0.00$0.00$0.54$0.99
2025$0.00$0.00$0.42$0.00$0.00$0.50$0.00$0.00$0.49$0.00$0.00$0.55$1.96
2024$0.00$0.00$0.37$0.00$0.00$0.49$0.00$0.00$0.46$0.00$0.00$0.55$1.86
2023$0.00$0.00$0.39$0.00$0.00$0.47$0.00$0.00$0.44$0.00$0.00$0.53$1.83
2022$0.00$0.00$0.65$0.00$0.00$0.41$0.00$0.00$0.42$0.00$0.00$0.51$1.98
2021$0.00$0.00$0.64$0.00$0.00$0.40$0.00$0.00$0.39$0.00$0.00$0.13$1.55

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the State Street SPDR Portfolio S&P 500 High Dividend ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the State Street SPDR Portfolio S&P 500 High Dividend ETF was 46.42%, occurring on Mar 23, 2020. Recovery took 233 trading sessions.

The current State Street SPDR Portfolio S&P 500 High Dividend ETF drawdown is 2.80%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-46.42%Mar 2020
2mo 6d11mo 8d
1y 1moJan 2020 - Feb 2021
2023 bear market2023
-22.25%Oct 2023
1y 6mo8mo 18d
2y 2moApr 2022 - Jul 2024
2025 selloff2025
-16.13%Apr 2025
4mo 10d9mo 11d
1y 1moNov 2024 - Jan 2026
Rate-hike selloffLate 2018
-13.64%Dec 2018
4mo 5d1mo 27d
6mo 2dAug 2018 - Feb 2019
2016 pullback2016
-9.69%Jan 2016
2mo 17d1mo 12d
3mo 29dNov 2015 - Mar 2016

Drawdown Indicators


SPYDBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-46.42%

-56.78%

+10.36%

Max Drawdown (1Y)

Largest decline over 1 year

-7.05%

-9.10%

+2.05%

Max Drawdown (3Y)

Largest decline over 3 years

-16.13%

-18.90%

+2.77%

Max Drawdown (5Y)

Largest decline over 5 years

-22.25%

-25.43%

+3.18%

Max Drawdown (10Y)

Largest decline over 10 years

-46.42%

-33.92%

-12.50%

Current Drawdown

Current decline from peak

-2.80%

-1.80%

-1.00%

Average Drawdown

Average peak-to-trough decline

-6.15%

-10.71%

+4.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.44%

2.03%

+0.41%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with SPYD

Add State Street SPDR Portfolio S&P 500 High Dividend ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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