ALLW vs. SPY
Compare and contrast key facts about SPDR Bridgewater All Weather ETF (ALLW) and SPDR S&P 500 ETF (SPY).
ALLW and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ALLW is an actively managed fund by SPDR. It was launched on Mar 5, 2025. 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: ALLW or SPY.
Correlation
The correlation between ALLW and SPY is 0.51, 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
ALLW vs. SPY - Performance Comparison
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Key characteristics
ALLW:
20.21%
SPY:
20.30%
ALLW:
-8.78%
SPY:
-55.19%
ALLW:
-0.63%
SPY:
-2.66%
Returns By Period
ALLW
N/A
3.23%
N/A
N/A
N/A
N/A
N/A
SPY
1.80%
13.00%
1.78%
13.78%
16.84%
16.59%
12.75%
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ALLW vs. SPY - Expense Ratio Comparison
ALLW has a 0.85% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
ALLW vs. SPY — Risk-Adjusted Performance Rank
ALLW
SPY
ALLW vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Bridgewater All Weather ETF (ALLW) 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.
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Dividends
ALLW vs. SPY - Dividend Comparison
ALLW has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.20%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALLW SPDR Bridgewater All Weather ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.20% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
ALLW vs. SPY - Drawdown Comparison
The maximum ALLW drawdown since its inception was -8.78%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ALLW and SPY. For additional features, visit the drawdowns tool.
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Volatility
ALLW vs. SPY - Volatility Comparison
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