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.
Performance
CAIBX vs. SPYD - Performance Comparison
Loading graphics...
CAIBX vs. SPYD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAIBX American Funds Capital Income Builder Class A | 1.65% | 20.39% | 10.24% | 8.95% | -7.14% | 14.99% | 3.20% | 17.23% | -7.28% | 13.99% |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | 5.92% | 4.65% | 15.34% | 3.91% | -1.17% | 32.73% | -11.64% | 21.20% | -4.89% | 12.67% |
Returns By Period
In the year-to-date period, CAIBX achieves a 1.65% return, which is significantly lower than SPYD's 5.92% return. Over the past 10 years, CAIBX has underperformed SPYD with an annualized return of 7.54%, while SPYD has yielded a comparatively higher 8.45% annualized return.
CAIBX
- 1D
- 1.50%
- 1M
- -4.13%
- YTD
- 1.65%
- 6M
- 4.25%
- 1Y
- 16.20%
- 3Y*
- 12.93%
- 5Y*
- 8.22%
- 10Y*
- 7.54%
SPYD
- 1D
- -0.37%
- 1M
- -4.38%
- YTD
- 5.92%
- 6M
- 4.97%
- 1Y
- 7.58%
- 3Y*
- 11.05%
- 5Y*
- 7.71%
- 10Y*
- 8.45%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CAIBX vs. SPYD - Expense Ratio Comparison
CAIBX has a 0.59% expense ratio, which is higher than SPYD's 0.07% expense ratio.
Return for Risk
CAIBX vs. SPYD — Risk / Return Rank
CAIBX
SPYD
CAIBX vs. SPYD - Risk-Adjusted Trends 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.
| CAIBX | SPYD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 0.49 | +1.14 |
Sortino ratioReturn per unit of downside risk | 2.20 | 0.78 | +1.42 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.10 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 2.01 | 0.59 | +1.42 |
Martin ratioReturn relative to average drawdown | 9.18 | 2.09 | +7.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CAIBX | SPYD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 0.49 | +1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.48 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.43 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.45 | +0.46 |
Correlation
The correlation between CAIBX and SPYD is 0.78, 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.
Dividends
CAIBX vs. SPYD - Dividend Comparison
CAIBX's dividend yield for the trailing twelve months is around 7.65%, more than SPYD's 4.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAIBX American Funds Capital Income Builder Class A | 7.65% | 7.71% | 5.76% | 3.47% | 3.43% | 3.14% | 3.38% | 4.10% | 3.55% | 4.44% | 3.52% | 3.62% |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | 4.38% | 4.52% | 4.31% | 4.66% | 5.01% | 3.68% | 4.95% | 4.42% | 4.75% | 4.63% | 4.34% | 1.13% |
Drawdowns
CAIBX vs. SPYD - Drawdown Comparison
The maximum CAIBX drawdown since its inception was -43.68%, 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.
Loading graphics...
Drawdown Indicators
| CAIBX | SPYD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.68% | -46.42% | +2.74% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -12.35% | +3.98% |
Max Drawdown (5Y)Largest decline over 5 years | -17.65% | -22.25% | +4.60% |
Max Drawdown (10Y)Largest decline over 10 years | -25.28% | -46.42% | +21.14% |
Current DrawdownCurrent decline from peak | -4.85% | -4.70% | -0.15% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -6.24% | +2.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 3.47% | -1.64% |
Volatility
CAIBX vs. SPYD - Volatility Comparison
American Funds Capital Income Builder Class A (CAIBX) has a higher volatility of 3.72% compared to SPDR Portfolio S&P 500 High Dividend ETF (SPYD) at 3.03%. This indicates that CAIBX's price experiences larger fluctuations and is considered to be riskier than SPYD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CAIBX | SPYD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 3.03% | +0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 6.12% | 8.61% | -2.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.19% | 15.67% | -5.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.95% | 16.24% | -6.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.87% | 19.80% | -8.93% |