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SPHY vs. GLD
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SPHY vs. GLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR Portfolio High Yield Bond ETF (SPHY) and SPDR Gold Shares (GLD). The values are adjusted to include any dividend payments, if applicable.

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SPHY vs. GLD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SPHY
SPDR Portfolio High Yield Bond ETF
-0.32%8.59%8.54%12.81%-10.57%5.61%6.65%13.16%-3.35%7.35%
GLD
SPDR Gold Shares
8.57%63.68%26.66%12.69%-0.77%-4.15%24.81%17.86%-1.94%12.81%

Returns By Period

In the year-to-date period, SPHY achieves a -0.32% return, which is significantly lower than GLD's 8.57% return. Over the past 10 years, SPHY has underperformed GLD with an annualized return of 5.29%, while GLD has yielded a comparatively higher 13.92% annualized return.


SPHY

1D
1.00%
1M
-1.02%
YTD
-0.32%
6M
0.94%
1Y
7.11%
3Y*
8.40%
5Y*
4.31%
10Y*
5.29%

GLD

1D
3.79%
1M
-11.05%
YTD
8.57%
6M
21.05%
1Y
49.33%
3Y*
32.92%
5Y*
21.58%
10Y*
13.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SPHY vs. GLD - Expense Ratio Comparison

SPHY has a 0.10% expense ratio, which is lower than GLD's 0.40% expense ratio.


Return for Risk

SPHY vs. GLD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SPHY
SPHY Risk / Return Rank: 7979
Overall Rank
SPHY Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
SPHY Sortino Ratio Rank: 7979
Sortino Ratio Rank
SPHY Omega Ratio Rank: 8282
Omega Ratio Rank
SPHY Calmar Ratio Rank: 7373
Calmar Ratio Rank
SPHY Martin Ratio Rank: 8585
Martin Ratio Rank

GLD
GLD Risk / Return Rank: 8787
Overall Rank
GLD Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
GLD Sortino Ratio Rank: 8686
Sortino Ratio Rank
GLD Omega Ratio Rank: 8686
Omega Ratio Rank
GLD Calmar Ratio Rank: 8989
Calmar Ratio Rank
GLD Martin Ratio Rank: 8787
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.

SPHY vs. GLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio High Yield Bond ETF (SPHY) and SPDR Gold Shares (GLD). 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.


SPHYGLDDifference

Sharpe ratio

Return per unit of total volatility

1.30

1.79

-0.49

Sortino ratio

Return per unit of downside risk

1.92

2.21

-0.29

Omega ratio

Gain probability vs. loss probability

1.31

1.33

-0.02

Calmar ratio

Return relative to maximum drawdown

1.76

2.68

-0.92

Martin ratio

Return relative to average drawdown

9.23

9.90

-0.67

SPHY vs. GLD - Sharpe Ratio Comparison

The current SPHY Sharpe Ratio is 1.30, which is comparable to the GLD Sharpe Ratio of 1.79. The chart below compares the historical Sharpe Ratios of SPHY and GLD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SPHYGLDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.30

1.79

-0.49

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.61

1.22

-0.62

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.67

0.88

-0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.62

0.00

Correlation

The correlation between SPHY and GLD is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

SPHY vs. GLD - Dividend Comparison

SPHY's dividend yield for the trailing twelve months is around 7.39%, while GLD has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
SPHY
SPDR Portfolio High Yield Bond ETF
7.39%7.38%7.80%7.30%6.47%5.13%5.63%5.73%4.09%4.41%4.27%4.29%
GLD
SPDR Gold Shares
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

SPHY vs. GLD - Drawdown Comparison

The maximum SPHY drawdown since its inception was -21.97%, smaller than the maximum GLD drawdown of -45.56%. Use the drawdown chart below to compare losses from any high point for SPHY and GLD.


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Drawdown Indicators


SPHYGLDDifference

Max Drawdown

Largest peak-to-trough decline

-21.97%

-45.56%

+23.59%

Max Drawdown (1Y)

Largest decline over 1 year

-4.07%

-19.21%

+15.14%

Max Drawdown (5Y)

Largest decline over 5 years

-15.29%

-21.03%

+5.74%

Max Drawdown (10Y)

Largest decline over 10 years

-21.97%

-22.00%

+0.03%

Current Drawdown

Current decline from peak

-1.31%

-13.23%

+11.92%

Average Drawdown

Average peak-to-trough decline

-2.32%

-16.17%

+13.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.78%

5.20%

-4.42%

Volatility

SPHY vs. GLD - Volatility Comparison

The current volatility for SPDR Portfolio High Yield Bond ETF (SPHY) is 2.23%, while SPDR Gold Shares (GLD) has a volatility of 11.06%. This indicates that SPHY experiences smaller price fluctuations and is considered to be less risky than GLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPHYGLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.23%

11.06%

-8.83%

Volatility (6M)

Calculated over the trailing 6-month period

2.87%

24.30%

-21.43%

Volatility (1Y)

Calculated over the trailing 1-year period

5.49%

27.80%

-22.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.15%

17.74%

-10.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.97%

15.87%

-7.90%