AMP vs. SPY
Compare and contrast key facts about Ameriprise Financial, Inc. (AMP) 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: AMP or SPY.
Correlation
The correlation between AMP and SPY is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AMP vs. SPY - Performance Comparison
Key characteristics
AMP:
1.01
SPY:
1.01
AMP:
1.52
SPY:
1.40
AMP:
1.20
SPY:
1.19
AMP:
1.79
SPY:
1.57
AMP:
5.34
SPY:
6.03
AMP:
4.41%
SPY:
2.19%
AMP:
23.37%
SPY:
13.11%
AMP:
-81.14%
SPY:
-55.19%
AMP:
-12.31%
SPY:
-6.56%
Returns By Period
In the year-to-date period, AMP achieves a -5.28% return, which is significantly lower than SPY's -2.28% return. Over the past 10 years, AMP has outperformed SPY with an annualized return of 16.70%, while SPY has yielded a comparatively lower 12.62% annualized return.
AMP
-5.28%
-5.80%
15.07%
22.63%
34.23%
16.70%
SPY
-2.28%
-4.83%
4.87%
13.79%
15.79%
12.62%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
AMP vs. SPY — Risk-Adjusted Performance Rank
AMP
SPY
AMP vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ameriprise Financial, Inc. (AMP) 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
AMP vs. SPY - Dividend Comparison
AMP'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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMP Ameriprise Financial, Inc. | 1.24% | 1.09% | 1.40% | 1.57% | 1.47% | 2.10% | 2.29% | 3.38% | 1.91% | 2.63% | 2.43% | 1.71% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
AMP vs. SPY - Drawdown Comparison
The maximum AMP drawdown since its inception was -81.14%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for AMP and SPY. For additional features, visit the drawdowns tool.
Volatility
AMP vs. SPY - Volatility Comparison
Ameriprise Financial, Inc. (AMP) has a higher volatility of 9.35% compared to SPDR S&P 500 ETF (SPY) at 5.10%. This indicates that AMP'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.