CASY vs. SPY
Compare and contrast key facts about Casey's General Stores, Inc. (CASY) 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: CASY or SPY.
Correlation
The correlation between CASY and SPY is 0.40, 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
CASY vs. SPY - Performance Comparison
Key characteristics
CASY:
1.04
SPY:
-0.09
CASY:
1.87
SPY:
-0.02
CASY:
1.23
SPY:
1.00
CASY:
2.25
SPY:
-0.09
CASY:
7.20
SPY:
-0.45
CASY:
4.51%
SPY:
3.31%
CASY:
31.13%
SPY:
15.87%
CASY:
-74.33%
SPY:
-55.19%
CASY:
-7.42%
SPY:
-17.32%
Returns By Period
In the year-to-date period, CASY achieves a 5.07% return, which is significantly higher than SPY's -13.53% return. Over the past 10 years, CASY has outperformed SPY with an annualized return of 17.68%, while SPY has yielded a comparatively lower 11.17% annualized return.
CASY
5.07%
4.29%
12.48%
31.98%
25.44%
17.68%
SPY
-13.53%
-12.00%
-11.25%
-1.30%
15.50%
11.17%
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Risk-Adjusted Performance
CASY vs. SPY — Risk-Adjusted Performance Rank
CASY
SPY
CASY vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Casey's General Stores, Inc. (CASY) 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
CASY vs. SPY - Dividend Comparison
CASY's dividend yield for the trailing twelve months is around 0.46%, less than SPY's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CASY Casey's General Stores, Inc. | 0.46% | 0.47% | 0.59% | 0.65% | 0.69% | 0.72% | 0.77% | 0.86% | 1.13% | 0.77% | 0.70% | 0.84% |
SPY SPDR S&P 500 ETF | 1.42% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
CASY vs. SPY - Drawdown Comparison
The maximum CASY drawdown since its inception was -74.33%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for CASY and SPY. For additional features, visit the drawdowns tool.
Volatility
CASY vs. SPY - Volatility Comparison
Casey's General Stores, Inc. (CASY) has a higher volatility of 14.19% compared to SPDR S&P 500 ETF (SPY) at 9.29%. This indicates that CASY'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.