EASY vs. SPDG

Last updated Aug 6, 2026

EASY (Liberty One Defensive Dividend Growth ETF) and SPDG (SPDR Portfolio S&P Sector Neutral Dividend ETF) are both Dividend funds. EASY is actively managed, while SPDG is passively managed. Their 0.33 correlation means their historical movements had little consistent relationship. EASY charges 0.85%/yr vs 0.05%/yr for SPDG.

Performance

EASY vs. SPDG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Liberty One Defensive Dividend Growth ETF (EASY) and SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, EASY achieves a 8.30% return, which is significantly lower than SPDG's 17.08% return.

EASY

• 1D: 0.49%
• 1M: 0.78%
• 6M: 2.66%
• YTD: 8.30%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

SPDG

• 1D: -0.32%
• 1M: 1.15%
• 6M: 7.90%
• YTD: 17.08%
• 1Y: 26.75%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 20.07%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
EASY Liberty One Defensive Dividend Growth ETF	$193.33K	$158.65K	$168.59K
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF	$47.03K	$40.18K	$36.56K

EASY vs. SPDG - Yearly Performance Comparison

	2026 (YTD)	2025
EASY Liberty One Defensive Dividend Growth ETF	8.30%	0.55%
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF	17.08%	2.74%

Correlation

The correlation between EASY and SPDG is 0.33, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 30, 2025	0.33

Return for Risk

EASY vs. SPDG — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

EASY

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

SPDG

SPDG Risk / Return Rank: 80
SPDG Sharpe Ratio Rank: 83
SPDG Sortino Ratio Rank: 84
SPDG Omega Ratio Rank: 81
SPDG Calmar Ratio Rank: 80
SPDG Martin Ratio Rank: 74

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

EASY vs. SPDG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Liberty One Defensive Dividend Growth ETF (EASY) and SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG). 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.

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.

	EASY	SPDG	Difference
Sharpe ratio: Return per unit of total volatility	—	2.13	—
Sortino ratio: Return per unit of downside risk	—	3.07	—
Omega ratio: Gain probability vs. loss probability	—	1.38	—
Calmar ratio: Return relative to maximum drawdown	—	3.22	—
Martin ratio: Return relative to average drawdown	—	10.52	—

Drawdowns

EASY vs. SPDG - Drawdown Comparison

The maximum EASY drawdown since its inception was -7.79%, smaller than the maximum SPDG drawdown of -15.67%. Use the drawdown chart below to compare losses from any high point for EASY and SPDG.

Drawdown Indicators

	EASY	SPDG	Difference
Max Drawdown Largest peak-to-trough decline	-7.79%	-15.67%	+7.88%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.34%	—
Current Drawdown Current decline from peak	-2.43%	-0.35%	-2.08%
Average Drawdown Average peak-to-trough decline	-2.86%	-2.19%	-0.67%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.55%	—

Volatility

Volatility by Period

	EASY	SPDG	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.22%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.74%	—
Volatility (1Y) Calculated over the trailing 1-year period	11.56%	12.60%	-1.04%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.56%	14.15%	-2.59%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.56%	14.15%	-2.59%

EASY vs. SPDG - Expense Ratio Comparison

EASY has a 0.85% expense ratio, which is higher than SPDG's 0.05% expense ratio.

Dividends

EASY vs. SPDG - Dividend Comparison

EASY's dividend yield for the trailing twelve months is around 0.77%, less than SPDG's 2.65% yield.

Position	TTM	2025	2024	2023
EASY Liberty One Defensive Dividend Growth ETF	0.77%	0.13%	0.00%	0.00%
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF	2.65%	2.87%	2.61%	0.90%

Frequently Asked Questions

Can I hold both EASY and SPDG in my portfolio?

EASY and SPDG have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, EASY or SPDG?

On fees, SPDG is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, EASY or SPDG?

SPDG is cheaper with a 0.05% expense ratio, compared with 0.85% for EASY.

Which ETF pays a higher dividend yield, EASY or SPDG?

SPDG has the higher dividend yield at 2.65%, compared with 0.77% for EASY.

What is the main difference between EASY and SPDG?

They also come from different issuers: Liberty One and State Street. Their fees differ too: 0.85% for EASY and 0.05% for SPDG.