APRZ vs. SPY
Compare and contrast key facts about TrueShares Structured Outcome (April) ETF (APRZ) and SPDR S&P 500 ETF (SPY).
APRZ and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. APRZ is an actively managed fund by TrueMark Investments. It was launched on Mar 31, 2021. 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: APRZ or SPY.
Correlation
The correlation between APRZ and SPY is 0.99, 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
APRZ vs. SPY - Performance Comparison
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Key characteristics
APRZ:
0.42
SPY:
0.50
APRZ:
0.73
SPY:
0.88
APRZ:
1.11
SPY:
1.13
APRZ:
0.43
SPY:
0.56
APRZ:
1.70
SPY:
2.17
APRZ:
3.82%
SPY:
4.85%
APRZ:
14.57%
SPY:
20.02%
APRZ:
-18.15%
SPY:
-55.19%
APRZ:
-6.39%
SPY:
-7.65%
Returns By Period
In the year-to-date period, APRZ achieves a -3.25% return, which is significantly higher than SPY's -3.42% return.
APRZ
-3.25%
5.72%
-4.70%
6.05%
N/A
N/A
SPY
-3.42%
7.58%
-5.06%
9.73%
15.77%
12.35%
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APRZ vs. SPY - Expense Ratio Comparison
APRZ has a 0.79% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
APRZ vs. SPY — Risk-Adjusted Performance Rank
APRZ
SPY
APRZ vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TrueShares Structured Outcome (April) ETF (APRZ) 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
APRZ vs. SPY - Dividend Comparison
APRZ's dividend yield for the trailing twelve months is around 2.87%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APRZ TrueShares Structured Outcome (April) ETF | 2.87% | 2.78% | 2.89% | 0.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
APRZ vs. SPY - Drawdown Comparison
The maximum APRZ drawdown since its inception was -18.15%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for APRZ and SPY. For additional features, visit the drawdowns tool.
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Volatility
APRZ vs. SPY - Volatility Comparison
The current volatility for TrueShares Structured Outcome (April) ETF (APRZ) is 5.35%, while SPDR S&P 500 ETF (SPY) has a volatility of 7.48%. This indicates that APRZ 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.
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