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:
0.50
SPY:
0.30
AMP:
0.89
SPY:
0.56
AMP:
1.13
SPY:
1.08
AMP:
0.55
SPY:
0.31
AMP:
2.02
SPY:
1.40
AMP:
7.21%
SPY:
4.18%
AMP:
29.14%
SPY:
19.64%
AMP:
-81.14%
SPY:
-55.19%
AMP:
-19.00%
SPY:
-13.86%
Returns By Period
In the year-to-date period, AMP achieves a -12.51% return, which is significantly lower than SPY's -9.91% return. Over the past 10 years, AMP has outperformed SPY with an annualized return of 16.08%, while SPY has yielded a comparatively lower 11.57% annualized return.
AMP
-12.51%
-4.98%
-10.40%
14.29%
35.62%
16.08%
SPY
-9.91%
-5.89%
-9.03%
6.50%
14.62%
11.57%
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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 1.27%, less than SPY's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMP Ameriprise Financial, Inc. | 1.27% | 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 | 1.36% | 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 17.47% compared to SPDR S&P 500 ETF (SPY) at 14.52%. 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.