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:
-0.09
SPY:
2.20
CSWC:
0.01
SPY:
2.91
CSWC:
1.00
SPY:
1.41
CSWC:
-0.09
SPY:
3.35
CSWC:
-0.22
SPY:
13.99
CSWC:
7.92%
SPY:
2.01%
CSWC:
19.40%
SPY:
12.79%
CSWC:
-69.40%
SPY:
-55.19%
CSWC:
-12.32%
SPY:
-1.35%
Returns By Period
In the year-to-date period, CSWC achieves a 3.07% return, which is significantly higher than SPY's 1.96% return. Both investments have delivered pretty close results over the past 10 years, with CSWC having a 13.03% annualized return and SPY not far ahead at 13.29%.
CSWC
3.07%
6.84%
-8.29%
0.04%
13.25%
13.03%
SPY
1.96%
1.09%
8.43%
25.46%
14.30%
13.29%
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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 11.25%, more than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 11.25% | 11.59% | 10.21% | 12.75% | 10.13% | 11.49% | 13.07% | 5.88% | 7.01% | 2.31% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.18% | 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
The current volatility for Capital Southwest Corporation (CSWC) is 4.21%, while SPDR S&P 500 ETF (SPY) has a volatility of 5.10%. This indicates that CSWC 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.