SPYD vs. KGS
SPYD (State Street SPDR Portfolio S&P 500 High Dividend ETF) is S&P 500 fund tracking the S&P 500 High Dividend Index, while KGS (Kodiak Gas Services Inc.) is a stock. Over the past year, SPYD returned 17.69% vs 109.92% for KGS. At a 0.25 correlation, their price movements are largely independent.
Performance
SPYD vs. KGS - Performance Comparison
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Returns By Period
In the year-to-date period, SPYD achieves a 10.94% return, which is significantly lower than KGS's 88.05% return.
SPYD
- 1D
- -0.08%
- 1M
- 0.89%
- YTD
- 10.94%
- 6M
- 11.30%
- 1Y
- 17.69%
- 3Y*
- 13.11%
- 5Y*
- 8.30%
- 10Y*
- 8.52%
KGS
- 1D
- 3.95%
- 1M
- -5.69%
- YTD
- 88.05%
- 6M
- 93.69%
- 1Y
- 109.92%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SPYD vs. KGS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF | 10.94% | 4.65% | 15.34% | 9.89% |
KGS Kodiak Gas Services Inc. | 88.05% | -3.73% | 115.21% | 31.97% |
Correlation
The correlation between SPYD and KGS 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 (All Time) Calculated using the full available price history since Jun 29, 2023 | 0.25 |
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Return for Risk
SPYD vs. KGS — Risk / Return Rank
SPYD
KGS
SPYD vs. KGS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) and Kodiak Gas Services Inc. (KGS). 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.
| SPYD | KGS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.65 | ||
| Sortino ratioReturn per unit of downside risk | -1.50 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.47 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 2.52 | 7.78 | -5.26 |
| Martin ratioReturn relative to average drawdown | 7.28 | 19.95 | -12.67 |
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Drawdowns
SPYD vs. KGS - Drawdown Comparison
The maximum SPYD drawdown since its inception was -46.42%, which is greater than KGS's maximum drawdown of -38.57%. Use the drawdown chart below to compare losses from any high point for SPYD and KGS.
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Drawdown Indicators
| SPYD | KGS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.42% | -38.57% | -7.85% |
Max Drawdown (1Y)Largest decline over 1 year | -7.05% | -14.20% | +7.15% |
Max Drawdown (3Y)Largest decline over 3 years | -16.13% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -22.25% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -46.42% | — | — |
Current DrawdownCurrent decline from peak | -3.30% | -8.84% | +5.54% |
Average DrawdownAverage peak-to-trough decline | -6.15% | -11.42% | +5.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 5.53% | -3.10% |
Volatility
SPYD vs. KGS - Volatility Comparison
The current volatility for State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) is 3.57%, while Kodiak Gas Services Inc. (KGS) has a volatility of 11.67%. This indicates that SPYD experiences smaller price fluctuations and is considered to be less risky than KGS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPYD | KGS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.57% | 11.67% | -8.10% |
Volatility (6M)Calculated over the trailing 6-month period | 8.03% | 25.36% | -17.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.84% | 35.05% | -23.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.10% | 37.89% | -21.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.79% | 37.89% | -18.10% |
Dividends
SPYD vs. KGS - Dividend Comparison
SPYD's dividend yield for the trailing twelve months is around 4.19%, more than KGS's 2.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KGS Kodiak Gas Services Inc. | 2.78% | 4.81% | 3.87% | 1.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF | 4.19% | 4.52% | 4.31% | 4.66% | 5.01% | 3.68% | 4.95% | 4.42% | 4.75% | 4.63% | 4.34% | 1.13% |
Frequently Asked Questions
SPYD and KGS 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.
KGS has higher volatility (11.67%) compared to SPYD (3.57%). In terms of maximum drawdown, SPYD dropped -46.42% vs KGS's -38.57%.
KGS currently has the higher Sharpe Ratio (3.15 vs 1.50), 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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