AMNA vs. SPY
Compare and contrast key facts about ETRACS Alerian Midstream Energy Index ETN (AMNA) and SPDR S&P 500 ETF (SPY).
AMNA and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AMNA is a passively managed fund by UBS that tracks the performance of the Alerian Midstream Energy Select Index. It was launched on Jun 19, 2020. 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. Both AMNA and SPY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMNA or SPY.
Correlation
The correlation between AMNA and SPY is 0.49, 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
AMNA vs. SPY - Performance Comparison
Key characteristics
Returns By Period
AMNA
N/A
N/A
N/A
N/A
N/A
N/A
SPY
1.96%
2.27%
9.55%
27.02%
14.23%
13.44%
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AMNA vs. SPY - Expense Ratio Comparison
AMNA has a 0.75% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
AMNA vs. SPY — Risk-Adjusted Performance Rank
AMNA
SPY
AMNA vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ETRACS Alerian Midstream Energy Index ETN (AMNA) 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
AMNA vs. SPY - Dividend Comparison
AMNA has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.18%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMNA ETRACS Alerian Midstream Energy Index ETN | 3.27% | 4.32% | 5.61% | 5.48% | 5.84% | 2.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
AMNA vs. SPY - Drawdown Comparison
Volatility
AMNA vs. SPY - Volatility Comparison
The current volatility for ETRACS Alerian Midstream Energy Index ETN (AMNA) is 0.00%, while SPDR S&P 500 ETF (SPY) has a volatility of 5.10%. This indicates that AMNA experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.