APPLX vs. SPY
Compare and contrast key facts about Appleseed Fund (APPLX) and SPDR S&P 500 ETF (SPY).
APPLX is managed by Appleseed Fund. It was launched on Dec 7, 2006. 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: APPLX or SPY.
Correlation
The correlation between APPLX and SPY is 0.72, 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
APPLX vs. SPY - Performance Comparison
Key characteristics
APPLX:
0.81
SPY:
1.95
APPLX:
1.15
SPY:
2.60
APPLX:
1.15
SPY:
1.36
APPLX:
0.46
SPY:
2.98
APPLX:
3.76
SPY:
12.42
APPLX:
2.57%
SPY:
2.02%
APPLX:
11.98%
SPY:
12.88%
APPLX:
-47.08%
SPY:
-55.19%
APPLX:
-11.07%
SPY:
-1.30%
Returns By Period
In the year-to-date period, APPLX achieves a 3.61% return, which is significantly higher than SPY's 2.68% return. Over the past 10 years, APPLX has underperformed SPY with an annualized return of 3.21%, while SPY has yielded a comparatively higher 13.67% annualized return.
APPLX
3.61%
4.50%
2.09%
9.34%
4.33%
3.21%
SPY
2.68%
2.31%
9.96%
24.17%
15.14%
13.67%
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APPLX vs. SPY - Expense Ratio Comparison
APPLX has a 1.14% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
APPLX vs. SPY — Risk-Adjusted Performance Rank
APPLX
SPY
APPLX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Appleseed Fund (APPLX) 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
APPLX vs. SPY - Dividend Comparison
APPLX's dividend yield for the trailing twelve months is around 5.25%, more than SPY's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APPLX Appleseed Fund | 5.25% | 5.44% | 1.96% | 0.00% | 1.02% | 1.46% | 2.68% | 0.07% | 0.63% | 1.47% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.17% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
APPLX vs. SPY - Drawdown Comparison
The maximum APPLX drawdown since its inception was -47.08%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for APPLX and SPY. For additional features, visit the drawdowns tool.
Volatility
APPLX vs. SPY - Volatility Comparison
The current volatility for Appleseed Fund (APPLX) is 2.47%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.23%. This indicates that APPLX 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.