DIS vs. SPY
Compare and contrast key facts about The Walt Disney Company (DIS) 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: DIS or SPY.
Correlation
The correlation between DIS and SPY is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DIS vs. SPY - Performance Comparison
Key characteristics
DIS:
0.92
SPY:
2.21
DIS:
1.47
SPY:
2.93
DIS:
1.21
SPY:
1.41
DIS:
0.42
SPY:
3.26
DIS:
1.46
SPY:
14.43
DIS:
16.34%
SPY:
1.90%
DIS:
25.81%
SPY:
12.41%
DIS:
-85.65%
SPY:
-55.19%
DIS:
-43.83%
SPY:
-2.74%
Returns By Period
The year-to-date returns for both investments are quite close, with DIS having a 25.20% return and SPY slightly higher at 25.54%. Over the past 10 years, DIS has underperformed SPY with an annualized return of 2.55%, while SPY has yielded a comparatively higher 12.97% annualized return.
DIS
25.20%
-1.52%
10.54%
22.85%
-5.05%
2.55%
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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Risk-Adjusted Performance
DIS vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Walt Disney Company (DIS) 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
DIS vs. SPY - Dividend Comparison
DIS's dividend yield for the trailing twelve months is around 0.85%, less than SPY's 0.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIS The Walt Disney Company | 0.85% | 0.33% | 0.00% | 0.00% | 0.00% | 1.22% | 1.57% | 1.51% | 1.43% | 1.30% | 1.22% | 1.13% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
DIS vs. SPY - Drawdown Comparison
The maximum DIS drawdown since its inception was -85.65%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for DIS and SPY. For additional features, visit the drawdowns tool.
Volatility
DIS vs. SPY - Volatility Comparison
The Walt Disney Company (DIS) and SPDR S&P 500 ETF (SPY) have volatilities of 3.87% and 3.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.