CHTTX vs. SPY
Compare and contrast key facts about AMG River Road Mid Cap Value Fund (CHTTX) and SPDR S&P 500 ETF (SPY).
CHTTX is managed by AMG. It was launched on Sep 19, 1994. 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: CHTTX or SPY.
Correlation
The correlation between CHTTX and SPY is 0.81, 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
CHTTX vs. SPY - Performance Comparison
Key characteristics
CHTTX:
0.08
SPY:
1.88
CHTTX:
0.21
SPY:
2.53
CHTTX:
1.04
SPY:
1.35
CHTTX:
0.02
SPY:
2.83
CHTTX:
0.20
SPY:
11.74
CHTTX:
6.96%
SPY:
2.02%
CHTTX:
18.01%
SPY:
12.64%
CHTTX:
-67.13%
SPY:
-55.19%
CHTTX:
-56.08%
SPY:
-0.42%
Returns By Period
In the year-to-date period, CHTTX achieves a 3.72% return, which is significantly lower than SPY's 4.15% return. Over the past 10 years, CHTTX has underperformed SPY with an annualized return of -6.38%, while SPY has yielded a comparatively higher 13.18% annualized return.
CHTTX
3.72%
-0.62%
-2.88%
1.39%
-8.92%
-6.38%
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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CHTTX vs. SPY - Expense Ratio Comparison
CHTTX has a 1.10% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
CHTTX vs. SPY — Risk-Adjusted Performance Rank
CHTTX
SPY
CHTTX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG River Road Mid Cap Value Fund (CHTTX) 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
CHTTX vs. SPY - Dividend Comparison
CHTTX's dividend yield for the trailing twelve months is around 0.32%, less than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHTTX AMG River Road Mid Cap Value Fund | 0.32% | 0.33% | 0.14% | 0.98% | 0.19% | 0.07% | 0.95% | 0.47% | 0.00% | 0.32% | 0.33% | 0.11% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
CHTTX vs. SPY - Drawdown Comparison
The maximum CHTTX drawdown since its inception was -67.13%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for CHTTX and SPY. For additional features, visit the drawdowns tool.
Volatility
CHTTX vs. SPY - Volatility Comparison
The current volatility for AMG River Road Mid Cap Value Fund (CHTTX) is 2.48%, while SPDR S&P 500 ETF (SPY) has a volatility of 2.93%. This indicates that CHTTX 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.