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^XCMP vs. SPY
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^XCMP and SPY is 0.92, 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.


-0.50.00.51.0
Correlation: 0.9

Performance

^XCMP vs. SPY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NASDAQ Composite Total Return Index (^XCMP) and SPDR S&P 500 ETF (SPY). The values are adjusted to include any dividend payments, if applicable.

500.00%600.00%700.00%800.00%900.00%1,000.00%NovemberDecember2025FebruaryMarchApril
851.90%
587.18%
^XCMP
SPY

Key characteristics

Sharpe Ratio

^XCMP:

0.27

SPY:

0.51

Sortino Ratio

^XCMP:

0.55

SPY:

0.86

Omega Ratio

^XCMP:

1.08

SPY:

1.13

Calmar Ratio

^XCMP:

0.28

SPY:

0.55

Martin Ratio

^XCMP:

0.96

SPY:

2.26

Ulcer Index

^XCMP:

7.04%

SPY:

4.55%

Daily Std Dev

^XCMP:

25.09%

SPY:

20.08%

Max Drawdown

^XCMP:

-35.83%

SPY:

-55.19%

Current Drawdown

^XCMP:

-13.65%

SPY:

-9.89%

Returns By Period

In the year-to-date period, ^XCMP achieves a -9.81% return, which is significantly lower than SPY's -5.76% return. Over the past 10 years, ^XCMP has outperformed SPY with an annualized return of 14.45%, while SPY has yielded a comparatively lower 12.16% annualized return.


^XCMP

YTD

-9.81%

1M

0.37%

6M

-5.81%

1Y

9.91%

5Y*

15.86%

10Y*

14.45%

SPY

YTD

-5.76%

1M

-0.90%

6M

-4.30%

1Y

9.72%

5Y*

15.76%

10Y*

12.16%

*Annualized

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Risk-Adjusted Performance

^XCMP vs. SPY — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

^XCMP
The Risk-Adjusted Performance Rank of ^XCMP is 4646
Overall Rank
The Sharpe Ratio Rank of ^XCMP is 4444
Sharpe Ratio Rank
The Sortino Ratio Rank of ^XCMP is 4646
Sortino Ratio Rank
The Omega Ratio Rank of ^XCMP is 4545
Omega Ratio Rank
The Calmar Ratio Rank of ^XCMP is 4747
Calmar Ratio Rank
The Martin Ratio Rank of ^XCMP is 4646
Martin Ratio Rank

SPY
The Risk-Adjusted Performance Rank of SPY is 6363
Overall Rank
The Sharpe Ratio Rank of SPY is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of SPY is 6161
Sortino Ratio Rank
The Omega Ratio Rank of SPY is 6464
Omega Ratio Rank
The Calmar Ratio Rank of SPY is 6666
Calmar Ratio Rank
The Martin Ratio Rank of SPY is 6565
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

^XCMP vs. SPY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for NASDAQ Composite Total Return Index (^XCMP) 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.


The chart of Sharpe ratio for ^XCMP, currently valued at 0.27, compared to the broader market-0.500.000.501.001.50
^XCMP: 0.27
SPY: 0.36
The chart of Sortino ratio for ^XCMP, currently valued at 0.55, compared to the broader market-1.00-0.500.000.501.001.502.00
^XCMP: 0.55
SPY: 0.65
The chart of Omega ratio for ^XCMP, currently valued at 1.08, compared to the broader market0.901.001.101.201.30
^XCMP: 1.08
SPY: 1.10
The chart of Calmar ratio for ^XCMP, currently valued at 0.28, compared to the broader market-0.500.000.501.00
^XCMP: 0.28
SPY: 0.38
The chart of Martin ratio for ^XCMP, currently valued at 0.96, compared to the broader market0.002.004.006.00
^XCMP: 0.96
SPY: 1.53

The current ^XCMP Sharpe Ratio is 0.27, which is lower than the SPY Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of ^XCMP and SPY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.27
0.36
^XCMP
SPY

Drawdowns

^XCMP vs. SPY - Drawdown Comparison

The maximum ^XCMP drawdown since its inception was -35.83%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ^XCMP and SPY. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-13.65%
-9.89%
^XCMP
SPY

Volatility

^XCMP vs. SPY - Volatility Comparison

NASDAQ Composite Total Return Index (^XCMP) has a higher volatility of 17.19% compared to SPDR S&P 500 ETF (SPY) at 15.12%. This indicates that ^XCMP'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.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
17.19%
15.12%
^XCMP
SPY