AFGC vs. SPY
Compare and contrast key facts about American Financial Group, Inc. (AFGC) 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: AFGC or SPY.
Correlation
The correlation between AFGC and SPY is 0.31, 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
AFGC vs. SPY - Performance Comparison
Key characteristics
AFGC:
-0.34
SPY:
0.30
AFGC:
-0.38
SPY:
0.56
AFGC:
0.96
SPY:
1.08
AFGC:
-0.25
SPY:
0.31
AFGC:
-0.62
SPY:
1.40
AFGC:
7.46%
SPY:
4.18%
AFGC:
13.74%
SPY:
19.64%
AFGC:
-50.01%
SPY:
-55.19%
AFGC:
-17.78%
SPY:
-13.86%
Returns By Period
In the year-to-date period, AFGC achieves a -5.71% return, which is significantly higher than SPY's -9.91% return.
AFGC
-5.71%
-5.65%
-17.68%
-5.46%
0.44%
N/A
SPY
-9.91%
-6.66%
-9.38%
7.66%
15.77%
11.51%
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Risk-Adjusted Performance
AFGC vs. SPY — Risk-Adjusted Performance Rank
AFGC
SPY
AFGC vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Financial Group, Inc. (AFGC) 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
AFGC vs. SPY - Dividend Comparison
AFGC's dividend yield for the trailing twelve months is around 6.91%, more than SPY's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFGC American Financial Group, Inc. | 6.91% | 6.41% | 5.77% | 6.22% | 4.69% | 4.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.36% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
AFGC vs. SPY - Drawdown Comparison
The maximum AFGC drawdown since its inception was -50.01%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for AFGC and SPY. For additional features, visit the drawdowns tool.
Volatility
AFGC vs. SPY - Volatility Comparison
The current volatility for American Financial Group, Inc. (AFGC) is 4.55%, while SPDR S&P 500 ETF (SPY) has a volatility of 14.52%. This indicates that AFGC 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.