AEE vs. SPY
Compare and contrast key facts about Ameren Corporation (AEE) 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: AEE or SPY.
Correlation
The correlation between AEE and SPY is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AEE vs. SPY - Performance Comparison
Key characteristics
AEE:
1.88
SPY:
-0.09
AEE:
2.53
SPY:
-0.02
AEE:
1.34
SPY:
1.00
AEE:
1.44
SPY:
-0.09
AEE:
11.53
SPY:
-0.45
AEE:
3.05%
SPY:
3.31%
AEE:
18.68%
SPY:
15.87%
AEE:
-60.57%
SPY:
-55.19%
AEE:
-6.94%
SPY:
-17.32%
Returns By Period
In the year-to-date period, AEE achieves a 8.23% return, which is significantly higher than SPY's -13.53% return. Over the past 10 years, AEE has outperformed SPY with an annualized return of 12.07%, while SPY has yielded a comparatively lower 11.17% annualized return.
AEE
8.23%
-2.14%
10.77%
36.01%
9.16%
12.07%
SPY
-13.53%
-12.00%
-11.25%
-1.30%
15.50%
11.17%
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Risk-Adjusted Performance
AEE vs. SPY — Risk-Adjusted Performance Rank
AEE
SPY
AEE vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ameren Corporation (AEE) 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.
Dividends
AEE vs. SPY - Dividend Comparison
AEE's dividend yield for the trailing twelve months is around 2.84%, more than SPY's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEE Ameren Corporation | 2.84% | 3.01% | 3.48% | 2.65% | 2.47% | 2.56% | 2.50% | 2.83% | 3.01% | 3.27% | 3.83% | 3.49% |
SPY SPDR S&P 500 ETF | 1.42% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
AEE vs. SPY - Drawdown Comparison
The maximum AEE drawdown since its inception was -60.57%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for AEE and SPY. For additional features, visit the drawdowns tool.
Volatility
AEE vs. SPY - Volatility Comparison
The current volatility for Ameren Corporation (AEE) is 7.49%, while SPDR S&P 500 ETF (SPY) has a volatility of 9.29%. This indicates that AEE 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.