AKO-A vs. SPY
Compare and contrast key facts about Embotelladora Andina S.A (AKO-A) 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: AKO-A or SPY.
Correlation
The correlation between AKO-A and SPY is 0.17, 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
AKO-A vs. SPY - Performance Comparison
Key characteristics
AKO-A:
0.87
SPY:
1.88
AKO-A:
1.48
SPY:
2.53
AKO-A:
1.20
SPY:
1.35
AKO-A:
0.92
SPY:
2.83
AKO-A:
3.45
SPY:
11.74
AKO-A:
10.78%
SPY:
2.02%
AKO-A:
42.90%
SPY:
12.64%
AKO-A:
-79.12%
SPY:
-55.19%
AKO-A:
-17.27%
SPY:
-0.42%
Returns By Period
In the year-to-date period, AKO-A achieves a 5.39% return, which is significantly higher than SPY's 4.15% return. Over the past 10 years, AKO-A has underperformed SPY with an annualized return of 7.49%, while SPY has yielded a comparatively higher 13.18% annualized return.
AKO-A
5.39%
6.32%
12.33%
35.89%
12.71%
7.49%
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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Risk-Adjusted Performance
AKO-A vs. SPY — Risk-Adjusted Performance Rank
AKO-A
SPY
AKO-A vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Embotelladora Andina S.A (AKO-A) 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
AKO-A vs. SPY - Dividend Comparison
AKO-A's dividend yield for the trailing twelve months is around 10.01%, more than SPY's 1.16% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AKO-A Embotelladora Andina S.A | 10.01% | 5.18% | 7.79% | 14.29% | 7.12% | 4.24% | 4.05% | 3.12% | 2.54% | 2.33% | 2.50% | 3.19% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
AKO-A vs. SPY - Drawdown Comparison
The maximum AKO-A drawdown since its inception was -79.12%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for AKO-A and SPY. For additional features, visit the drawdowns tool.
Volatility
AKO-A vs. SPY - Volatility Comparison
Embotelladora Andina S.A (AKO-A) has a higher volatility of 15.16% compared to SPDR S&P 500 ETF (SPY) at 2.93%. This indicates that AKO-A'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.