CTO vs. SPY
Compare and contrast key facts about CTO Realty Growth, Inc. (CTO) 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: CTO or SPY.
Correlation
The correlation between CTO and SPY is 0.34, 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
CTO vs. SPY - Performance Comparison
Key characteristics
CTO:
0.94
SPY:
0.32
CTO:
1.30
SPY:
0.51
CTO:
1.21
SPY:
1.07
CTO:
0.66
SPY:
0.39
CTO:
4.62
SPY:
1.52
CTO:
4.82%
SPY:
3.13%
CTO:
23.65%
SPY:
14.74%
CTO:
-75.25%
SPY:
-55.19%
CTO:
-18.19%
SPY:
-12.17%
Returns By Period
In the year-to-date period, CTO achieves a -2.15% return, which is significantly higher than SPY's -8.15% return. Over the past 10 years, CTO has underperformed SPY with an annualized return of 1.98%, while SPY has yielded a comparatively higher 11.89% annualized return.
CTO
-2.15%
2.32%
3.60%
21.62%
10.76%
1.98%
SPY
-8.15%
-6.68%
-4.88%
4.64%
18.45%
11.89%
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Risk-Adjusted Performance
CTO vs. SPY — Risk-Adjusted Performance Rank
CTO
SPY
CTO vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CTO Realty Growth, Inc. (CTO) 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
CTO vs. SPY - Dividend Comparison
CTO's dividend yield for the trailing twelve months is around 8.04%, more than SPY's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTO CTO Realty Growth, Inc. | 8.04% | 7.71% | 8.77% | 5.49% | 2.17% | 10.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.34% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
CTO vs. SPY - Drawdown Comparison
The maximum CTO drawdown since its inception was -75.25%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for CTO and SPY. For additional features, visit the drawdowns tool.
Volatility
CTO vs. SPY - Volatility Comparison
The current volatility for CTO Realty Growth, Inc. (CTO) is 6.89%, while SPDR S&P 500 ETF (SPY) has a volatility of 7.47%. This indicates that CTO 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.