CSU.TO vs. SPYD
Compare and contrast key facts about Constellation Software Inc. (CSU.TO) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD).
SPYD is a passively managed fund by State Street that tracks the performance of the S&P 500 High Dividend Index. It was launched on Oct 21, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSU.TO or SPYD.
Key characteristics
CSU.TO | SPYD | |
---|---|---|
YTD Return | 10.13% | 1.70% |
1Y Return | 32.61% | 11.63% |
3Y Return (Ann) | 27.40% | 3.77% |
5Y Return (Ann) | 28.27% | 5.34% |
Sharpe Ratio | 1.56 | 0.57 |
Daily Std Dev | 22.11% | 15.93% |
Max Drawdown | -25.95% | -46.42% |
Current Drawdown | -6.10% | -4.82% |
Correlation
The correlation between CSU.TO and SPYD is 0.31, 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
CSU.TO vs. SPYD - Performance Comparison
In the year-to-date period, CSU.TO achieves a 10.13% return, which is significantly higher than SPYD's 1.70% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
CSU.TO vs. SPYD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Constellation Software Inc. (CSU.TO) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD). 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
CSU.TO vs. SPYD - Dividend Comparison
CSU.TO's dividend yield for the trailing twelve months is around 0.11%, less than SPYD's 4.59% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Constellation Software Inc. | 0.11% | 0.12% | 0.19% | 0.25% | 2.84% | 31.30% | 7.53% | 8.63% | 10.78% | 19,020.03% | 19.05% | 29.24% |
SPDR Portfolio S&P 500 High Dividend ETF | 4.59% | 4.66% | 5.01% | 3.68% | 4.95% | 4.43% | 4.75% | 4.63% | 4.34% | 1.13% | 0.00% | 0.00% |
Drawdowns
CSU.TO vs. SPYD - Drawdown Comparison
The maximum CSU.TO drawdown since its inception was -25.95%, smaller than the maximum SPYD drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for CSU.TO and SPYD. For additional features, visit the drawdowns tool.
Volatility
CSU.TO vs. SPYD - Volatility Comparison
Constellation Software Inc. (CSU.TO) has a higher volatility of 7.45% compared to SPDR Portfolio S&P 500 High Dividend ETF (SPYD) at 4.53%. This indicates that CSU.TO's price experiences larger fluctuations and is considered to be riskier than SPYD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.