^DWCF vs. SPY
Compare and contrast key facts about Dow Jones U.S. Total Stock Market Index (^DWCF) and SPDR S&P 500 ETF (SPY).
SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ^DWCF or SPY.
Correlation
The correlation between ^DWCF and SPY is 0.99, 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.
Performance
^DWCF vs. SPY - Performance Comparison
Key characteristics
^DWCF:
1.52
SPY:
1.75
^DWCF:
2.07
SPY:
2.36
^DWCF:
1.28
SPY:
1.32
^DWCF:
2.32
SPY:
2.66
^DWCF:
9.00
SPY:
11.01
^DWCF:
2.22%
SPY:
2.03%
^DWCF:
13.17%
SPY:
12.77%
^DWCF:
-35.14%
SPY:
-55.19%
^DWCF:
-2.41%
SPY:
-2.12%
Returns By Period
In the year-to-date period, ^DWCF achieves a 1.98% return, which is significantly lower than SPY's 2.36% return. Over the past 10 years, ^DWCF has underperformed SPY with an annualized return of 10.47%, while SPY has yielded a comparatively higher 12.96% annualized return.
^DWCF
1.98%
-1.69%
6.65%
17.64%
11.79%
10.47%
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
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Risk-Adjusted Performance
^DWCF vs. SPY — Risk-Adjusted Performance Rank
^DWCF
SPY
^DWCF vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dow Jones U.S. Total Stock Market Index (^DWCF) and SPDR S&P 500 ETF (SPY). 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.
Drawdowns
^DWCF vs. SPY - Drawdown Comparison
The maximum ^DWCF drawdown since its inception was -35.14%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ^DWCF and SPY. For additional features, visit the drawdowns tool.
Volatility
^DWCF vs. SPY - Volatility Comparison
Dow Jones U.S. Total Stock Market Index (^DWCF) has a higher volatility of 3.55% compared to SPDR S&P 500 ETF (SPY) at 3.38%. This indicates that ^DWCF's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.