AOMR vs. SPY
Compare and contrast key facts about Angel Oak Mortgage, Inc. (AOMR) 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: AOMR or SPY.
Correlation
The correlation between AOMR and SPY is 0.35, 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
AOMR vs. SPY - Performance Comparison
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Key characteristics
AOMR:
-0.46
SPY:
0.57
AOMR:
-0.59
SPY:
0.93
AOMR:
0.93
SPY:
1.14
AOMR:
-0.43
SPY:
0.61
AOMR:
-0.87
SPY:
2.33
AOMR:
18.96%
SPY:
4.90%
AOMR:
31.58%
SPY:
20.34%
AOMR:
-71.21%
SPY:
-55.19%
AOMR:
-22.08%
SPY:
-4.58%
Returns By Period
In the year-to-date period, AOMR achieves a 4.82% return, which is significantly higher than SPY's -0.21% return.
AOMR
4.82%
12.96%
3.49%
-14.34%
-1.45%
N/A
N/A
SPY
-0.21%
10.59%
-1.16%
11.45%
15.35%
16.25%
12.52%
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Risk-Adjusted Performance
AOMR vs. SPY — Risk-Adjusted Performance Rank
AOMR
SPY
AOMR vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Angel Oak Mortgage, Inc. (AOMR) 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
AOMR vs. SPY - Dividend Comparison
AOMR's dividend yield for the trailing twelve months is around 14.05%, more than SPY's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOMR Angel Oak Mortgage, Inc. | 14.05% | 13.79% | 12.08% | 35.31% | 2.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.23% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
AOMR vs. SPY - Drawdown Comparison
The maximum AOMR drawdown since its inception was -71.21%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for AOMR and SPY. For additional features, visit the drawdowns tool.
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Volatility
AOMR vs. SPY - Volatility Comparison
Angel Oak Mortgage, Inc. (AOMR) has a higher volatility of 12.12% compared to SPDR S&P 500 ETF (SPY) at 4.68%. This indicates that AOMR'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.
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