CAIBX vs. SPYD
Compare and contrast key facts about American Funds Capital Income Builder Class A (CAIBX) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD).
CAIBX is managed by American Funds. It was launched on Jul 30, 1987. SPYD is a passively managed fund by State Street that tracks the performance of the S&P 500 High Dividend Index. It was launched on Oct 21, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CAIBX or SPYD.
Correlation
The correlation between CAIBX and SPYD is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CAIBX vs. SPYD - Performance Comparison
Key characteristics
CAIBX:
1.31
SPYD:
0.84
CAIBX:
1.79
SPYD:
1.17
CAIBX:
1.24
SPYD:
1.15
CAIBX:
2.44
SPYD:
1.12
CAIBX:
7.38
SPYD:
2.93
CAIBX:
1.48%
SPYD:
3.71%
CAIBX:
8.38%
SPYD:
12.94%
CAIBX:
-42.62%
SPYD:
-46.42%
CAIBX:
-2.21%
SPYD:
-8.07%
Returns By Period
In the year-to-date period, CAIBX achieves a 3.73% return, which is significantly higher than SPYD's -0.67% return.
CAIBX
3.73%
-0.92%
1.53%
11.00%
10.65%
5.70%
SPYD
-0.67%
-2.52%
-3.29%
11.08%
18.49%
N/A
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CAIBX vs. SPYD - Expense Ratio Comparison
CAIBX has a 0.59% expense ratio, which is higher than SPYD's 0.07% expense ratio.
Risk-Adjusted Performance
CAIBX vs. SPYD — Risk-Adjusted Performance Rank
CAIBX
SPYD
CAIBX vs. SPYD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital Income Builder Class A (CAIBX) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CAIBX vs. SPYD - Dividend Comparison
CAIBX's dividend yield for the trailing twelve months is around 3.27%, less than SPYD's 4.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAIBX American Funds Capital Income Builder Class A | 3.27% | 3.35% | 3.36% | 3.43% | 3.14% | 3.38% | 3.29% | 3.80% | 3.41% | 3.52% | 3.62% | 4.67% |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | 4.49% | 4.31% | 4.66% | 5.01% | 3.69% | 4.96% | 4.42% | 4.75% | 4.64% | 4.34% | 1.13% | 0.00% |
Drawdowns
CAIBX vs. SPYD - Drawdown Comparison
The maximum CAIBX drawdown since its inception was -42.62%, smaller than the maximum SPYD drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for CAIBX and SPYD. For additional features, visit the drawdowns tool.
Volatility
CAIBX vs. SPYD - Volatility Comparison
The current volatility for American Funds Capital Income Builder Class A (CAIBX) is 2.93%, while SPDR Portfolio S&P 500 High Dividend ETF (SPYD) has a volatility of 5.69%. This indicates that CAIBX experiences smaller price fluctuations and is considered to be less risky than SPYD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.