Correlation
The correlation between AU and SPY is 0.11, 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.
AU vs. SPY
Compare and contrast key facts about AngloGold Ashanti Limited (AU) 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: AU or SPY.
Performance
AU vs. SPY - Performance Comparison
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Key characteristics
AU:
1.79
SPY:
0.70
AU:
2.33
SPY:
1.02
AU:
1.29
SPY:
1.15
AU:
1.37
SPY:
0.68
AU:
6.57
SPY:
2.57
AU:
12.51%
SPY:
4.93%
AU:
47.10%
SPY:
20.42%
AU:
-90.77%
SPY:
-55.19%
AU:
-19.07%
SPY:
-3.55%
Returns By Period
In the year-to-date period, AU achieves a 94.49% return, which is significantly higher than SPY's 0.87% return. Over the past 10 years, AU has outperformed SPY with an annualized return of 18.14%, while SPY has yielded a comparatively lower 12.73% annualized return.
AU
94.49%
10.31%
79.99%
86.91%
39.86%
14.57%
18.14%
SPY
0.87%
5.54%
-1.56%
13.18%
14.25%
15.81%
12.73%
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Risk-Adjusted Performance
AU vs. SPY — Risk-Adjusted Performance Rank
AU
SPY
AU vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AngloGold Ashanti Limited (AU) 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
AU vs. SPY - Dividend Comparison
AU's dividend yield for the trailing twelve months is around 2.36%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AU AngloGold Ashanti Limited | 2.36% | 1.78% | 1.14% | 2.26% | 2.57% | 0.49% | 0.30% | 0.48% | 0.97% | 0.00% | 0.00% | 0.03% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
AU vs. SPY - Drawdown Comparison
The maximum AU drawdown since its inception was -90.77%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for AU and SPY.
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Volatility
AU vs. SPY - Volatility Comparison
AngloGold Ashanti Limited (AU) has a higher volatility of 18.22% compared to SPDR S&P 500 ETF (SPY) at 4.86%. This indicates that AU'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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