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
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Key characteristics
AGNCN:
1.36
SPYD:
0.60
AGNCN:
2.09
SPYD:
0.96
AGNCN:
1.29
SPYD:
1.13
AGNCN:
1.81
SPYD:
0.62
AGNCN:
9.06
SPYD:
1.94
AGNCN:
1.20%
SPYD:
5.11%
AGNCN:
7.93%
SPYD:
15.65%
AGNCN:
-53.34%
SPYD:
-46.42%
AGNCN:
-0.64%
SPYD:
-6.49%
Returns By Period
In the year-to-date period, AGNCN achieves a 1.98% return, which is significantly higher than SPYD's 1.03% return.
AGNCN
1.98%
1.87%
4.88%
10.34%
12.06%
N/A
SPYD
1.03%
5.05%
-3.01%
9.22%
15.15%
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.
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Dividends
AGNCN vs. SPYD - Dividend Comparison
AGNCN's dividend yield for the trailing twelve months is around 10.14%, more than SPYD's 4.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
AGNCN AGNC Investment Corp. | 10.14% | 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 | 4.41% | 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.
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Volatility
AGNCN vs. SPYD - Volatility Comparison
The current volatility for AGNC Investment Corp. (AGNCN) is 1.76%, while SPDR Portfolio S&P 500 High Dividend ETF (SPYD) has a volatility of 4.37%. 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.
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