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.
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.
Performance
AU vs. SPY - Performance Comparison
Key characteristics
AU:
1.67
SPY:
2.20
AU:
2.29
SPY:
2.91
AU:
1.27
SPY:
1.41
AU:
1.04
SPY:
3.35
AU:
5.92
SPY:
13.99
AU:
12.21%
SPY:
2.01%
AU:
43.36%
SPY:
12.79%
AU:
-90.13%
SPY:
-55.19%
AU:
-46.92%
SPY:
-1.35%
Returns By Period
In the year-to-date period, AU achieves a 18.24% return, which is significantly higher than SPY's 1.96% return. Over the past 10 years, AU has underperformed SPY with an annualized return of 10.22%, while SPY has yielded a comparatively higher 13.44% annualized return.
AU
18.24%
17.88%
-2.39%
71.52%
7.99%
10.22%
SPY
1.96%
2.27%
9.55%
27.02%
14.23%
13.44%
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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.
Dividends
AU vs. SPY - Dividend Comparison
AU's dividend yield for the trailing twelve months is around 2.20%, more than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AU AngloGold Ashanti Limited | 2.20% | 2.60% | 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 | 1.18% | 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 -90.13%, 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. For additional features, visit the drawdowns tool.
Volatility
AU vs. SPY - Volatility Comparison
AngloGold Ashanti Limited (AU) has a higher volatility of 11.48% compared to SPDR S&P 500 ETF (SPY) at 5.10%. 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.