AM.PA vs. SPY
Compare and contrast key facts about Dassault Aviation SA (AM.PA) 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: AM.PA or SPY.
Correlation
The correlation between AM.PA and SPY is 0.13, 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
AM.PA vs. SPY - Performance Comparison
Key characteristics
AM.PA:
2.19
SPY:
1.01
AM.PA:
3.50
SPY:
1.40
AM.PA:
1.45
SPY:
1.19
AM.PA:
2.96
SPY:
1.57
AM.PA:
7.58
SPY:
6.03
AM.PA:
8.61%
SPY:
2.19%
AM.PA:
29.69%
SPY:
13.11%
AM.PA:
-62.62%
SPY:
-55.19%
AM.PA:
-3.37%
SPY:
-6.56%
Returns By Period
In the year-to-date period, AM.PA achieves a 45.33% return, which is significantly higher than SPY's -2.28% return. Over the past 10 years, AM.PA has underperformed SPY with an annualized return of 9.70%, while SPY has yielded a comparatively higher 12.62% annualized return.
AM.PA
45.33%
30.87%
53.10%
59.09%
26.18%
9.70%
SPY
-2.28%
-4.83%
4.87%
13.79%
15.79%
12.62%
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Risk-Adjusted Performance
AM.PA vs. SPY — Risk-Adjusted Performance Rank
AM.PA
SPY
AM.PA vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dassault Aviation SA (AM.PA) 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
AM.PA vs. SPY - Dividend Comparison
AM.PA's dividend yield for the trailing twelve months is around 1.18%, less than SPY's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AM.PA Dassault Aviation SA | 1.18% | 1.71% | 1.67% | 1.57% | 1.29% | 0.00% | 1.81% | 1.26% | 0.93% | 1.14% | 0.87% | 0.84% |
SPY SPDR S&P 500 ETF | 1.26% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
AM.PA vs. SPY - Drawdown Comparison
The maximum AM.PA drawdown since its inception was -62.62%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for AM.PA and SPY. For additional features, visit the drawdowns tool.
Volatility
AM.PA vs. SPY - Volatility Comparison
Dassault Aviation SA (AM.PA) has a higher volatility of 17.12% compared to SPDR S&P 500 ETF (SPY) at 5.08%. This indicates that AM.PA'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.