AINTX vs. SPY
Compare and contrast key facts about Ariel International Fund (AINTX) and SPDR S&P 500 ETF (SPY).
AINTX is managed by Ariel Investments. It was launched on Dec 29, 2011. 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: AINTX or SPY.
Key characteristics
| AINTX | SPY | |
|---|---|---|
| YTD Return | 6.96% | 23.55% |
| 1Y Return | 22.91% | 41.88% |
| 3Y Return (Ann) | 1.88% | 9.84% |
| 5Y Return (Ann) | 3.66% | 15.74% |
| 10Y Return (Ann) | 3.43% | 13.19% |
| Sharpe Ratio | 2.08 | 3.62 |
| Sortino Ratio | 2.84 | 4.77 |
| Omega Ratio | 1.37 | 1.68 |
| Calmar Ratio | 1.34 | 4.11 |
| Martin Ratio | 10.14 | 23.79 |
| Ulcer Index | 2.37% | 1.83% |
| Daily Std Dev | 11.51% | 12.04% |
| Max Drawdown | -27.95% | -55.19% |
| Current Drawdown | -5.64% | -0.48% |
Correlation
The correlation between AINTX and SPY is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AINTX vs. SPY - Performance Comparison
In the year-to-date period, AINTX achieves a 6.96% return, which is significantly lower than SPY's 23.55% return. Over the past 10 years, AINTX has underperformed SPY with an annualized return of 3.43%, while SPY has yielded a comparatively higher 13.19% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AINTX vs. SPY - Expense Ratio Comparison
AINTX has a 1.13% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
AINTX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ariel International Fund (AINTX) 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
AINTX vs. SPY - Dividend Comparison
AINTX's dividend yield for the trailing twelve months is around 1.53%, more than SPY's 1.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AINTX Ariel International Fund | 1.53% | 1.63% | 0.00% | 2.53% | 1.47% | 1.59% | 1.17% | 1.76% | 1.69% | 0.20% | 3.85% | 1.26% |
SPY SPDR S&P 500 ETF | 1.20% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
AINTX vs. SPY - Drawdown Comparison
The maximum AINTX drawdown since its inception was -27.95%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for AINTX and SPY. For additional features, visit the drawdowns tool.
Volatility
AINTX vs. SPY - Volatility Comparison
Ariel International Fund (AINTX) has a higher volatility of 3.03% compared to SPDR S&P 500 ETF (SPY) at 2.67%. This indicates that AINTX'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.