SEVN vs. SPYI
SEVN (Seven Hills Realty Trust) is a stock, while SPYI (NEOS S&P 500 High Income ETF) is Derivative Income fund actively managed by Neos. Over the past 3 years, SEVN returned 2.38%/yr vs 14.80%/yr for SPYI. At a 0.26 correlation, their price movements are largely independent.
Performance
SEVN vs. SPYI - Performance Comparison
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Returns By Period
In the year-to-date period, SEVN achieves a -0.35% return, which is significantly lower than SPYI's 7.19% return.
SEVN
- 1D
- -2.55%
- 1M
- 1.38%
- 6M
- -3.39%
- YTD
- -0.35%
- 1Y
- -17.40%
- 3Y*
- 2.38%
- 5Y*
- 4.22%
- 10Y*
- —
- ALL TIME*
- 3.64%
SPYI
- 1D
- -0.11%
- 1M
- -0.08%
- 6M
- 6.04%
- YTD
- 7.19%
- 1Y
- 17.14%
- 3Y*
- 14.80%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 14.42%
SEVN vs. SPYI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SEVN Seven Hills Realty Trust | -0.35% | -24.34% | 12.15% | 61.84% | -9.97% |
SPYI NEOS S&P 500 High Income ETF | 7.19% | 16.67% | 19.03% | 18.09% | -3.96% |
Correlation
The correlation between SEVN and SPYI is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Aug 30, 2022 | 0.26 |
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Return for Risk
SEVN vs. SPYI — Risk / Return Rank
SEVN
SPYI
SEVN vs. SPYI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Seven Hills Realty Trust (SEVN) and NEOS S&P 500 High Income ETF (SPYI). 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.
| SEVN | SPYI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.37 | ||
| Sortino ratioReturn per unit of downside risk | -3.22 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 1.31 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | -0.79 | 2.23 | -3.02 |
| Martin ratioReturn relative to average drawdown | -1.18 | 10.86 | -12.04 |
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Drawdowns
SEVN vs. SPYI - Drawdown Comparison
The maximum SEVN drawdown since its inception was -40.70%, which is greater than SPYI's maximum drawdown of -16.47%. Use the drawdown chart below to compare losses from any high point for SEVN and SPYI.
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Drawdown Indicators
| SEVN | SPYI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.70% | -16.47% | -24.23% |
Max Drawdown (1Y)Largest decline over 1 year | -22.08% | -7.72% | -14.36% |
Max Drawdown (3Y)Largest decline over 3 years | -33.87% | -16.47% | -17.40% |
Max Drawdown (5Y)Largest decline over 5 years | -33.87% | — | — |
Current DrawdownCurrent decline from peak | -29.90% | -1.36% | -28.54% |
Average DrawdownAverage peak-to-trough decline | -12.16% | -1.79% | -10.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.86% | 1.58% | +13.28% |
Volatility
SEVN vs. SPYI - Volatility Comparison
Seven Hills Realty Trust (SEVN) has a higher volatility of 11.48% compared to NEOS S&P 500 High Income ETF (SPYI) at 2.90%. This indicates that SEVN's price experiences larger fluctuations and is considered to be riskier than SPYI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SEVN | SPYI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.48% | 2.90% | +8.58% |
Volatility (6M)Calculated over the trailing 6-month period | 16.46% | 8.50% | +7.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.02% | 10.51% | +13.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.31% | 12.95% | +13.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.16% | 12.95% | +13.21% |
Dividends
SEVN vs. SPYI - Dividend Comparison
SEVN's dividend yield for the trailing twelve months is around 17.41%, more than SPYI's 11.87% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
SEVN Seven Hills Realty Trust | 17.41% | 14.16% | 10.70% | 10.82% | 11.00% | 4.34% | 1.89% |
SPYI NEOS S&P 500 High Income ETF | 11.87% | 11.70% | 12.04% | 12.01% | 4.10% | 0.00% | 0.00% |
Frequently Asked Questions
SEVN and SPYI have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SEVN has higher volatility (11.48%) compared to SPYI (2.90%). In terms of maximum drawdown, SEVN dropped -40.70% vs SPYI's -16.47%.
SPYI currently has the higher Sharpe Ratio (1.64 vs -0.73), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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