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SPHY vs. VEA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPHY vs. VEA - Performance Comparison

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

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Returns By Period

In the year-to-date period, SPHY achieves a 1.98% return, which is significantly lower than VEA's 16.56% return. Over the past 10 years, SPHY has underperformed VEA with an annualized return of 5.17%, while VEA has yielded a comparatively higher 10.46% annualized return.


SPHY

1D
0.30%
1M
1.45%
YTD
1.98%
6M
2.24%
1Y
7.25%
3Y*
8.90%
5Y*
4.43%
10Y*
5.17%

VEA

1D
0.96%
1M
5.36%
YTD
16.56%
6M
18.46%
1Y
34.18%
3Y*
19.30%
5Y*
10.55%
10Y*
10.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPHY vs. VEA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SPHY
SPDR Portfolio High Yield Bond ETF
1.98%8.59%8.54%12.81%-10.57%5.61%6.65%13.16%-3.35%7.35%
VEA
Vanguard FTSE Developed Markets ETF
16.56%35.16%3.15%17.93%-15.34%11.66%9.71%22.62%-14.75%26.42%

Correlation

The correlation between SPHY and VEA is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.73

Correlation (3Y)
Calculated over the trailing 3-year period

0.69

Correlation (5Y)
Calculated over the trailing 5-year period

0.69

Correlation (10Y)
Calculated over the trailing 10-year period

0.58

Correlation (All Time)
Calculated using the full available price history since Jun 19, 2012

0.45

Over the past year, SPHY and VEA have become more correlated (0.73) than their long-term average of 0.45, meaning their price movements have been converging.

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Return for Risk

SPHY vs. VEA — Risk / Return Rank

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

SPHY
SPHY Risk / Return Rank: 6969
Overall Rank
SPHY Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
SPHY Sortino Ratio Rank: 7272
Sortino Ratio Rank
SPHY Omega Ratio Rank: 7171
Omega Ratio Rank
SPHY Calmar Ratio Rank: 6565
Calmar Ratio Rank
SPHY Martin Ratio Rank: 7777
Martin Ratio Rank

VEA
VEA Risk / Return Rank: 6767
Overall Rank
VEA Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
VEA Sortino Ratio Rank: 6767
Sortino Ratio Rank
VEA Omega Ratio Rank: 6969
Omega Ratio Rank
VEA Calmar Ratio Rank: 6464
Calmar Ratio Rank
VEA Martin Ratio Rank: 6666
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. VEA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio High Yield Bond ETF (SPHY) and Vanguard FTSE Developed Markets ETF (VEA). 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.


SPHYVEADifference
Sharpe ratioReturn per unit of total volatility

-0.13

Sortino ratioReturn per unit of downside risk

+0.14

Omega ratioGain probability vs. loss probability

1.39

1.38

+0.01

Calmar ratioReturn relative to maximum drawdown

3.02

2.95

+0.07

Martin ratioReturn relative to average drawdown

13.62

11.39

+2.23

SPHY vs. VEA - Sharpe Ratio Comparison

The current SPHY Sharpe Ratio is 1.95, which is comparable to the VEA Sharpe Ratio of 2.08. The chart below compares the historical Sharpe Ratios of SPHY and VEA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SPHY vs. VEA - Drawdown Comparison

The maximum SPHY drawdown since its inception was -21.97%, smaller than the maximum VEA drawdown of -60.68%. Use the drawdown chart below to compare losses from any high point for SPHY and VEA.


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Drawdown Indicators


SPHYVEADifference

Max Drawdown

Largest peak-to-trough decline

-21.97%

-60.68%

+38.71%

Max Drawdown (1Y)

Largest decline over 1 year

-2.41%

-11.63%

+9.22%

Max Drawdown (3Y)

Largest decline over 3 years

-4.85%

-13.45%

+8.60%

Max Drawdown (5Y)

Largest decline over 5 years

-15.29%

-29.71%

+14.42%

Max Drawdown (10Y)

Largest decline over 10 years

-21.97%

-35.73%

+13.76%

Current Drawdown

Current decline from peak

-0.04%

0.00%

-0.04%

Average Drawdown

Average peak-to-trough decline

-2.28%

-13.26%

+10.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.53%

3.01%

-2.48%

Volatility

SPHY vs. VEA - Volatility Comparison

The current volatility for SPDR Portfolio High Yield Bond ETF (SPHY) is 1.12%, while Vanguard FTSE Developed Markets ETF (VEA) has a volatility of 6.51%. This indicates that SPHY experiences smaller price fluctuations and is considered to be less risky than VEA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPHYVEADifference

Volatility (1M)

Calculated over the trailing 1-month period

1.12%

6.51%

-5.39%

Volatility (6M)

Calculated over the trailing 6-month period

2.98%

14.42%

-11.44%

Volatility (1Y)

Calculated over the trailing 1-year period

3.73%

16.51%

-12.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.18%

16.71%

-9.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.87%

17.40%

-9.53%

SPHY vs. VEA - Expense Ratio Comparison

SPHY has a 0.05% expense ratio, which is higher than VEA's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

SPHY vs. VEA - Dividend Comparison

SPHY's dividend yield for the trailing twelve months is around 7.23%, more than VEA's 3.12% yield.


PositionTTM20252024202320222021202020192018201720162015
SPHY
SPDR Portfolio High Yield Bond ETF
7.23%7.38%7.80%7.30%6.47%5.13%5.63%5.73%4.09%4.41%4.27%4.29%
VEA
Vanguard FTSE Developed Markets ETF
3.12%3.22%3.35%3.15%2.91%3.16%2.04%3.04%3.35%2.77%3.05%2.92%

Frequently Asked Questions


SPHY and VEA have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VEA has higher volatility (6.51%) compared to SPHY (1.12%). In terms of maximum drawdown, SPHY dropped -21.97% vs VEA's -60.68%.

On 10-year performance, VEA leads with 10.46% vs 5.17% for SPHY. On fees, VEA is cheaper at 0.03% per year. On volatility, SPHY has been the lower-risk option at 1.12%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, VEA has performed better with a 10.46% return vs 5.17%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VEA is cheaper with a 0.03% expense ratio, compared with 0.05% for SPHY.

SPHY has the higher dividend yield at 7.23%, compared with 3.12% for VEA.

SPHY is categorized as High Yield Bonds, while VEA is Foreign Large Cap Equities. SPHY tracks ICE BofA US High Yield Index, while VEA tracks FTSE Developed All Cap ex US Index. They also come from different issuers: State Street and Vanguard. Their fees differ too: 0.05% for SPHY and 0.03% for VEA.

VEA currently has the higher Sharpe Ratio (2.08 vs 1.95), 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.

Portfolio Optimizer

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