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SPBO vs SPHY

State Street SPDR Portfolio Corporate Bond ETF vs State Street SPDR Portfolio High Yield Bond ETF

SPBO

State Street SPDR Portfolio Corporate Bond ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$2.0B

SPHY

State Street SPDR Portfolio High Yield Bond ETF

State Street Investment Management

Annual cost

0.05%

Fund size

$10.5B

Key differences

  • SPHY is significantly larger than SPBO — larger funds tend to be more liquid and less likely to close.
  • SPBO covers global markets; SPHY covers north america.
  • Over the last 3 years, SPHY has delivered higher annualized returns.

Side-by-side comparison

SPBOSPHY
Annual cost (TER)0.03%0.05%
Fund size (AUM)$2.0B$10.5B
Since20112012
Dividend yield5.12%7.29%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.2%+8.2%
CAGR 3Y+5.7%+9.3%
CAGR 5Y+0.9%+4.6%
Sharpe 3Y0.361.08
Volatility 1Y4.45%3.71%
Max drawdown-22.04%-21.97%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SPBO and SPHY