SPIN vs. DIA
Compare and contrast key facts about State Street US Equity Premium Income ETF (SPIN) and SPDR Dow Jones Industrial Average ETF (DIA).
SPIN and DIA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SPIN is an actively managed fund by State Street. It was launched on Sep 5, 2024. DIA is a passively managed fund by State Street that tracks the performance of the Dow Jones Industrial Average. It was launched on Jan 14, 1998.
Performance
SPIN vs. DIA - Performance Comparison
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SPIN vs. DIA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
SPIN State Street US Equity Premium Income ETF | -5.22% | 14.14% | 6.09% |
DIA SPDR Dow Jones Industrial Average ETF | -3.25% | 14.71% | 4.88% |
Returns By Period
In the year-to-date period, SPIN achieves a -5.22% return, which is significantly lower than DIA's -3.25% return.
SPIN
- 1D
- 2.72%
- 1M
- -4.55%
- YTD
- -5.22%
- 6M
- -1.34%
- 1Y
- 13.46%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DIA
- 1D
- 2.46%
- 1M
- -5.20%
- YTD
- -3.25%
- 6M
- 0.64%
- 1Y
- 12.04%
- 3Y*
- 13.58%
- 5Y*
- 8.82%
- 10Y*
- 12.22%
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SPIN vs. DIA - Expense Ratio Comparison
SPIN has a 0.25% expense ratio, which is higher than DIA's 0.16% 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%.
Return for Risk
SPIN vs. DIA — Risk / Return Rank
SPIN
DIA
SPIN vs. DIA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street US Equity Premium Income ETF (SPIN) and SPDR Dow Jones Industrial Average ETF (DIA). 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.
| SPIN | DIA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.72 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.14 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.16 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.22 | +0.06 |
Martin ratioReturn relative to average drawdown | 5.44 | 4.51 | +0.92 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SPIN | DIA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.72 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.60 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.47 | +0.15 |
Correlation
The correlation between SPIN and DIA 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
SPIN vs. DIA - Dividend Comparison
SPIN's dividend yield for the trailing twelve months is around 8.42%, more than DIA's 1.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPIN State Street US Equity Premium Income ETF | 8.42% | 8.20% | 2.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DIA SPDR Dow Jones Industrial Average ETF | 1.52% | 1.43% | 1.61% | 1.81% | 1.91% | 1.58% | 1.87% | 1.85% | 2.24% | 1.97% | 2.26% | 2.33% |
Drawdowns
SPIN vs. DIA - Drawdown Comparison
The maximum SPIN drawdown since its inception was -16.85%, smaller than the maximum DIA drawdown of -51.87%. Use the drawdown chart below to compare losses from any high point for SPIN and DIA.
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Drawdown Indicators
| SPIN | DIA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.85% | -51.87% | +35.02% |
Max Drawdown (1Y)Largest decline over 1 year | -10.88% | -10.79% | -0.09% |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.76% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.70% | — |
Current DrawdownCurrent decline from peak | -7.35% | -7.40% | +0.05% |
Average DrawdownAverage peak-to-trough decline | -2.33% | -7.18% | +4.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 2.92% | -0.35% |
Volatility
SPIN vs. DIA - Volatility Comparison
State Street US Equity Premium Income ETF (SPIN) and SPDR Dow Jones Industrial Average ETF (DIA) have volatilities of 4.97% and 4.92%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPIN | DIA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.97% | 4.92% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 9.05% | 9.23% | -0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.34% | 16.84% | -0.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.90% | 14.73% | +0.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.90% | 17.51% | -2.61% |