AGNCN vs. SPYD
Compare and contrast key facts about AGNC Investment Corp. (AGNCN) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD).
SPYD is a passively managed fund by State Street that tracks the performance of the S&P 500 High Dividend Index. It was launched on Oct 21, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGNCN or SPYD.
Correlation
The correlation between AGNCN and SPYD is 0.23, 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
AGNCN vs. SPYD - Performance Comparison
Key characteristics
AGNCN:
1.88
SPYD:
1.42
AGNCN:
3.05
SPYD:
1.96
AGNCN:
1.36
SPYD:
1.25
AGNCN:
7.10
SPYD:
1.80
AGNCN:
17.05
SPYD:
5.84
AGNCN:
0.69%
SPYD:
3.06%
AGNCN:
6.27%
SPYD:
12.60%
AGNCN:
-53.34%
SPYD:
-46.42%
AGNCN:
-0.92%
SPYD:
-6.31%
Returns By Period
In the year-to-date period, AGNCN achieves a -0.23% return, which is significantly lower than SPYD's 1.23% return.
AGNCN
-0.23%
-0.54%
6.12%
11.57%
8.63%
N/A
SPYD
1.23%
0.83%
5.52%
20.73%
7.12%
N/A
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Risk-Adjusted Performance
AGNCN vs. SPYD — Risk-Adjusted Performance Rank
AGNCN
SPYD
AGNCN vs. SPYD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AGNC Investment Corp. (AGNCN) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD). 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
AGNCN vs. SPYD - Dividend Comparison
AGNCN's dividend yield for the trailing twelve months is around 10.39%, more than SPYD's 4.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
AGNCN AGNC Investment Corp. | 10.39% | 10.37% | 10.57% | 7.47% | 6.81% | 6.87% | 6.75% | 6.93% | 2.71% | 0.00% | 0.00% |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | 4.26% | 4.31% | 4.66% | 5.01% | 3.69% | 4.96% | 4.42% | 4.75% | 4.64% | 4.34% | 1.13% |
Drawdowns
AGNCN vs. SPYD - Drawdown Comparison
The maximum AGNCN drawdown since its inception was -53.34%, which is greater than SPYD's maximum drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for AGNCN and SPYD. For additional features, visit the drawdowns tool.
Volatility
AGNCN vs. SPYD - Volatility Comparison
The current volatility for AGNC Investment Corp. (AGNCN) is 1.78%, while SPDR Portfolio S&P 500 High Dividend ETF (SPYD) has a volatility of 3.93%. This indicates that AGNCN experiences smaller price fluctuations and is considered to be less risky than SPYD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.