CACG vs. SPY
Compare and contrast key facts about ClearBridge All Cap Growth ESG ETF (CACG) and SPDR S&P 500 ETF (SPY).
CACG and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CACG is an actively managed fund by Franklin Templeton. It was launched on May 3, 2017. 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: CACG or SPY.
Correlation
The correlation between CACG and SPY is 0.87, 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
CACG vs. SPY - Performance Comparison
Key characteristics
Returns By Period
CACG
N/A
N/A
N/A
N/A
N/A
N/A
SPY
4.58%
2.57%
10.04%
24.97%
14.73%
13.23%
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CACG vs. SPY - Expense Ratio Comparison
CACG has a 0.53% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
CACG vs. SPY — Risk-Adjusted Performance Rank
CACG
SPY
CACG vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge All Cap Growth ESG ETF (CACG) 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
CACG vs. SPY - Dividend Comparison
CACG has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.15%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CACG ClearBridge All Cap Growth ESG ETF | 0.05% | 0.05% | 0.34% | 0.34% | 2.92% | 0.47% | 0.64% | 0.68% | 0.24% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.15% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
CACG vs. SPY - Drawdown Comparison
Volatility
CACG vs. SPY - Volatility Comparison
The current volatility for ClearBridge All Cap Growth ESG ETF (CACG) is 0.00%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.00%. This indicates that CACG 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.