CSWC vs. SPY
Compare and contrast key facts about Capital Southwest Corporation (CSWC) 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: CSWC or SPY.
Correlation
The correlation between CSWC and SPY is 0.29, 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
CSWC vs. SPY - Performance Comparison
Key characteristics
CSWC:
-0.71
SPY:
-0.03
CSWC:
-0.78
SPY:
0.06
CSWC:
0.88
SPY:
1.01
CSWC:
-0.62
SPY:
-0.03
CSWC:
-1.65
SPY:
-0.13
CSWC:
9.30%
SPY:
3.49%
CSWC:
21.67%
SPY:
15.82%
CSWC:
-69.40%
SPY:
-55.19%
CSWC:
-24.89%
SPY:
-17.46%
Returns By Period
In the year-to-date period, CSWC achieves a -11.71% return, which is significantly higher than SPY's -13.68% return. Over the past 10 years, CSWC has underperformed SPY with an annualized return of 10.14%, while SPY has yielded a comparatively higher 11.09% annualized return.
CSWC
-11.71%
-16.20%
-21.78%
-16.23%
23.33%
10.14%
SPY
-13.68%
-12.16%
-10.60%
-1.47%
14.70%
11.09%
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Risk-Adjusted Performance
CSWC vs. SPY — Risk-Adjusted Performance Rank
CSWC
SPY
CSWC vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Southwest Corporation (CSWC) 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
CSWC vs. SPY - Dividend Comparison
CSWC's dividend yield for the trailing twelve months is around 13.58%, more than SPY's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 13.58% | 11.59% | 10.21% | 12.75% | 10.13% | 11.49% | 13.07% | 5.88% | 7.01% | 2.35% | 0.00% | 0.01% |
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
CSWC vs. SPY - Drawdown Comparison
The maximum CSWC drawdown since its inception was -69.40%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for CSWC and SPY. For additional features, visit the drawdowns tool.
Volatility
CSWC vs. SPY - Volatility Comparison
Capital Southwest Corporation (CSWC) has a higher volatility of 11.90% compared to SPDR S&P 500 ETF (SPY) at 9.22%. This indicates that CSWC'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.