^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:
0.37
SPY:
0.51
^DWCF:
0.66
SPY:
0.86
^DWCF:
1.10
SPY:
1.13
^DWCF:
0.38
SPY:
0.55
^DWCF:
1.53
SPY:
2.26
^DWCF:
4.81%
SPY:
4.55%
^DWCF:
19.77%
SPY:
20.08%
^DWCF:
-35.14%
SPY:
-55.19%
^DWCF:
-11.24%
SPY:
-9.89%
Returns By Period
In the year-to-date period, ^DWCF achieves a -7.25% return, which is significantly lower than SPY's -5.76% return. Over the past 10 years, ^DWCF has underperformed SPY with an annualized return of 9.41%, while SPY has yielded a comparatively higher 11.99% annualized return.
^DWCF
-7.25%
-4.12%
-5.78%
7.87%
13.76%
9.41%
SPY
-5.76%
-3.16%
-4.30%
10.76%
15.96%
11.99%
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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
The current volatility for Dow Jones U.S. Total Stock Market Index (^DWCF) is 14.35%, while SPDR S&P 500 ETF (SPY) has a volatility of 15.12%. This indicates that ^DWCF experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.