TMFX vs. SPYD
TMFX (Motley Fool Next Index ETF) and SPYD (State Street SPDR Portfolio S&P 500 High Dividend ETF) are both exchange-traded funds - TMFX is a Mid Cap Growth Equities fund tracking the Motley Fool Next Index, while SPYD is a S&P 500 fund tracking the S&P 500 High Dividend Index. Both are passively managed. Over the past 3 years, TMFX returned 12.37%/yr vs 15.16%/yr for SPYD. A 0.61 correlation means they provide meaningful diversification when combined. TMFX charges 0.50%/yr vs 0.07%/yr for SPYD.
Performance
TMFX vs. SPYD - Performance Comparison
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Returns By Period
In the year-to-date period, TMFX achieves a 1.68% return, which is significantly lower than SPYD's 12.56% return.
TMFX
- 1D
- -0.47%
- 1M
- 0.30%
- YTD
- 1.68%
- 6M
- -0.26%
- 1Y
- 10.28%
- 3Y*
- 12.37%
- 5Y*
- —
- 10Y*
- —
SPYD
- 1D
- 0.93%
- 1M
- 1.01%
- YTD
- 12.56%
- 6M
- 12.79%
- 1Y
- 18.22%
- 3Y*
- 15.16%
- 5Y*
- 8.06%
- 10Y*
- 8.86%
TMFX vs. SPYD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
TMFX Motley Fool Next Index ETF | 1.68% | 10.41% | 16.04% | 17.95% | -28.16% | -0.65% |
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF | 12.56% | 4.65% | 15.34% | 3.91% | -1.17% | 0.12% |
Correlation
The correlation between TMFX and SPYD is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 2021 | 0.61 |
The correlation between TMFX and SPYD shifts across timeframes, from 0.43 (1 year) to 0.61 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
TMFX vs. SPYD — Risk / Return Rank
TMFX
SPYD
TMFX vs. SPYD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Motley Fool Next Index ETF (TMFX) and State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD). 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.
| TMFX | SPYD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.94 | ||
| Sortino ratioReturn per unit of downside risk | -1.34 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.26 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 0.74 | 2.59 | -1.85 |
| Martin ratioReturn relative to average drawdown | 2.34 | 7.47 | -5.13 |
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Drawdowns
TMFX vs. SPYD - Drawdown Comparison
The maximum TMFX drawdown since its inception was -34.72%, smaller than the maximum SPYD drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for TMFX and SPYD.
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Drawdown Indicators
| TMFX | SPYD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.72% | -46.42% | +11.70% |
Max Drawdown (1Y)Largest decline over 1 year | -13.95% | -7.05% | -6.90% |
Max Drawdown (3Y)Largest decline over 3 years | -24.05% | -16.13% | -7.92% |
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 | -4.06% | -1.89% | -2.17% |
Average DrawdownAverage peak-to-trough decline | -14.57% | -6.14% | -8.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.40% | 2.44% | +1.96% |
Volatility
TMFX vs. SPYD - Volatility Comparison
Motley Fool Next Index ETF (TMFX) has a higher volatility of 5.40% compared to State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) at 3.68%. This indicates that TMFX's price experiences larger fluctuations and is considered to be riskier than SPYD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TMFX | SPYD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.40% | 3.68% | +1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 12.80% | 8.05% | +4.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.13% | 11.87% | +5.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.33% | 16.07% | +7.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.33% | 19.78% | +3.55% |
TMFX vs. SPYD - Expense Ratio Comparison
TMFX has a 0.50% expense ratio, which is higher than SPYD's 0.07% expense ratio.
Dividends
TMFX vs. SPYD - Dividend Comparison
TMFX's dividend yield for the trailing twelve months is around 0.05%, less than SPYD's 4.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF | 4.26% | 4.52% | 4.31% | 4.66% | 5.01% | 3.68% | 4.95% | 4.42% | 4.75% | 4.63% | 4.34% | 1.13% |
TMFX Motley Fool Next Index ETF | 0.05% | 0.05% | 0.06% | 0.16% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
TMFX and SPYD have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TMFX has higher volatility (5.40%) compared to SPYD (3.68%). In terms of maximum drawdown, TMFX dropped -34.72% vs SPYD's -46.42%.
On 3-year performance, SPYD leads with 15.16% vs 12.37% for TMFX. On fees, SPYD is cheaper at 0.07% per year. On volatility, SPYD has been the lower-risk option at 3.68%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, SPYD has performed better with a 15.16% return vs 12.37%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SPYD is cheaper with a 0.07% expense ratio, compared with 0.50% for TMFX.
SPYD has the higher dividend yield at 4.26%, compared with 0.05% for TMFX.
TMFX is categorized as Mid Cap Growth Equities, while SPYD is S&P 500. TMFX tracks Motley Fool Next Index, while SPYD tracks S&P 500 High Dividend Index. They also come from different issuers: Motley Fool and State Street. Their fees differ too: 0.50% for TMFX and 0.07% for SPYD.
SPYD currently has the higher Sharpe Ratio (1.54 vs 0.60), 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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