SPYV.DE vs. SPY5.DE
SPYV.DE (SPDR S&P Emerging Markets Dividend Aristocrats UCITS ETF (Dist)) and SPY5.DE (SPDR S&P 500 UCITS ETF) are both exchange-traded funds - SPYV.DE is a Emerging Markets Equities fund tracking the S&P Emerging Markets High Yield Dividend Aristocrats, while SPY5.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 10 years, SPYV.DE returned 6.23%/yr vs 15.13%/yr for SPY5.DE. A 0.57 correlation means they provide meaningful diversification when combined. SPYV.DE charges 0.55%/yr vs 0.03%/yr for SPY5.DE.
Performance
SPYV.DE vs. SPY5.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SPYV.DE achieves a 5.71% return, which is significantly lower than SPY5.DE's 11.39% return. Over the past 10 years, SPYV.DE has underperformed SPY5.DE with an annualized return of 6.23%, while SPY5.DE has yielded a comparatively higher 15.13% annualized return.
SPYV.DE
- 1D
- -0.23%
- 1M
- -1.55%
- YTD
- 5.71%
- 6M
- 4.21%
- 1Y
- 10.75%
- 3Y*
- 9.94%
- 5Y*
- 6.00%
- 10Y*
- 6.23%
SPY5.DE
- 1D
- -0.13%
- 1M
- 5.22%
- YTD
- 11.39%
- 6M
- 11.43%
- 1Y
- 25.61%
- 3Y*
- 18.89%
- 5Y*
- 14.76%
- 10Y*
- 15.13%
SPYV.DE vs. SPY5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SPYV.DE SPDR S&P Emerging Markets Dividend Aristocrats UCITS ETF (Dist) | 5.71% | 6.33% | 21.05% | 1.39% | -2.70% | 6.51% | -11.03% | 15.10% | -2.00% | 11.76% |
SPY5.DE SPDR S&P 500 UCITS ETF | 11.39% | 4.75% | 32.36% | 22.42% | -14.24% | 40.60% | 6.73% | 34.93% | 0.25% | 6.69% |
Correlation
The correlation between SPYV.DE and SPY5.DE is 0.56, 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 | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.47 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Mar 21, 2012 | 0.57 |
The correlation between SPYV.DE and SPY5.DE has been stable across timeframes, ranging from 0.47 to 0.57 - a consistent structural relationship.
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Return for Risk
SPYV.DE vs. SPY5.DE — Risk / Return Rank
SPYV.DE
SPY5.DE
SPYV.DE vs. SPY5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Emerging Markets Dividend Aristocrats UCITS ETF (Dist) (SPYV.DE) and SPDR S&P 500 UCITS ETF (SPY5.DE). 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.
| SPYV.DE | SPY5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.30 | ||
| Sortino ratioReturn per unit of downside risk | -1.63 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.41 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.31 | 3.57 | -2.25 |
| Martin ratioReturn relative to average drawdown | 3.29 | 12.77 | -9.48 |
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
| SPYV.DE | SPY5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 2.22 | -1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.96 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.93 | -0.58 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.97 | -0.80 |
Drawdowns
SPYV.DE vs. SPY5.DE - Drawdown Comparison
The maximum SPYV.DE drawdown since its inception was -43.79%, which is greater than SPY5.DE's maximum drawdown of -33.86%. Use the drawdown chart below to compare losses from any high point for SPYV.DE and SPY5.DE.
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Drawdown Indicators
| SPYV.DE | SPY5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.79% | -33.86% | -9.93% |
Max Drawdown (1Y)Largest decline over 1 year | -8.15% | -7.15% | -1.00% |
Max Drawdown (3Y)Largest decline over 3 years | -16.93% | -23.34% | +6.41% |
Max Drawdown (5Y)Largest decline over 5 years | -17.58% | -23.34% | +5.76% |
Max Drawdown (10Y)Largest decline over 10 years | -38.19% | -33.86% | -4.33% |
Current DrawdownCurrent decline from peak | -5.09% | -0.44% | -4.65% |
Average DrawdownAverage peak-to-trough decline | -12.48% | -3.95% | -8.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.26% | 2.00% | +1.26% |
Volatility
SPYV.DE vs. SPY5.DE - Volatility Comparison
SPDR S&P Emerging Markets Dividend Aristocrats UCITS ETF (Dist) (SPYV.DE) has a higher volatility of 3.51% compared to SPDR S&P 500 UCITS ETF (SPY5.DE) at 2.66%. This indicates that SPYV.DE's price experiences larger fluctuations and is considered to be riskier than SPY5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPYV.DE | SPY5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.51% | 2.66% | +0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 8.37% | 7.54% | +0.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.72% | 11.51% | +0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.03% | 15.18% | -0.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.36% | 16.07% | +1.29% |
SPYV.DE vs. SPY5.DE - Expense Ratio Comparison
SPYV.DE has a 0.55% expense ratio, which is higher than SPY5.DE's 0.03% expense ratio.
Dividends
SPYV.DE vs. SPY5.DE - Dividend Comparison
SPYV.DE's dividend yield for the trailing twelve months is around 3.83%, more than SPY5.DE's 0.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY5.DE SPDR S&P 500 UCITS ETF | 0.89% | 0.99% | 1.03% | 1.22% | 1.42% | 0.95% | 1.37% | 1.74% | 3.30% | 1.59% | 1.57% | 1.69% |
SPYV.DE SPDR S&P Emerging Markets Dividend Aristocrats UCITS ETF (Dist) | 3.83% | 3.96% | 4.01% | 4.96% | 4.71% | 3.21% | 3.29% | 3.59% | 3.58% | 2.96% | 4.34% | 5.98% |
Frequently Asked Questions
SPYV.DE and SPY5.DE have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SPY5.DE is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SPY5.DE is cheaper with a 0.03% expense ratio, compared with 0.55% for SPYV.DE.
SPYV.DE is categorized as Emerging Markets Equities, while SPY5.DE is S&P 500. SPYV.DE tracks S&P Emerging Markets High Yield Dividend Aristocrats, while SPY5.DE tracks S&P 500 Index. Their fees differ too: 0.55% for SPYV.DE and 0.03% for SPY5.DE.
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