CFRUY vs. SPYG
Compare and contrast key facts about Compagnie Financiere Richemont (CFRUY) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CFRUY or SPYG.
Correlation
The correlation between CFRUY and SPYG is 0.36, 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
CFRUY vs. SPYG - Performance Comparison
Key characteristics
CFRUY:
1.04
SPYG:
1.75
CFRUY:
1.83
SPYG:
2.30
CFRUY:
1.22
SPYG:
1.32
CFRUY:
1.44
SPYG:
2.47
CFRUY:
3.16
SPYG:
9.49
CFRUY:
10.04%
SPYG:
3.32%
CFRUY:
30.70%
SPYG:
18.02%
CFRUY:
-46.33%
SPYG:
-67.79%
CFRUY:
-1.86%
SPYG:
-0.74%
Returns By Period
In the year-to-date period, CFRUY achieves a 31.63% return, which is significantly higher than SPYG's 4.33% return. Over the past 10 years, CFRUY has underperformed SPYG with an annualized return of 11.13%, while SPYG has yielded a comparatively higher 15.22% annualized return.
CFRUY
31.63%
9.52%
27.33%
34.75%
25.35%
11.13%
SPYG
4.33%
0.99%
14.55%
33.05%
16.64%
15.22%
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Risk-Adjusted Performance
CFRUY vs. SPYG — Risk-Adjusted Performance Rank
CFRUY
SPYG
CFRUY vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Compagnie Financiere Richemont (CFRUY) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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
CFRUY vs. SPYG - Dividend Comparison
CFRUY's dividend yield for the trailing twelve months is around 1.61%, more than SPYG's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFRUY Compagnie Financiere Richemont | 1.61% | 2.12% | 2.86% | 2.55% | 1.45% | 1.57% | 2.60% | 2.99% | 2.07% | 2.64% | 2.26% | 1.68% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.58% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% |
Drawdowns
CFRUY vs. SPYG - Drawdown Comparison
The maximum CFRUY drawdown since its inception was -46.33%, smaller than the maximum SPYG drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for CFRUY and SPYG. For additional features, visit the drawdowns tool.
Volatility
CFRUY vs. SPYG - Volatility Comparison
Compagnie Financiere Richemont (CFRUY) has a higher volatility of 6.09% compared to SPDR Portfolio S&P 500 Growth ETF (SPYG) at 5.38%. This indicates that CFRUY's price experiences larger fluctuations and is considered to be riskier than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.