EATZ vs. SPY
Compare and contrast key facts about AdvisorShares Restaurant ETF (EATZ) and SPDR S&P 500 ETF (SPY).
EATZ and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EATZ is an actively managed fund by AdvisorShares. It was launched on Apr 20, 2021. 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: EATZ or SPY.
Correlation
The correlation between EATZ and SPY is 0.66, 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
EATZ vs. SPY - Performance Comparison
Key characteristics
EATZ:
1.48
SPY:
1.88
EATZ:
2.17
SPY:
2.53
EATZ:
1.26
SPY:
1.35
EATZ:
3.03
SPY:
2.83
EATZ:
8.58
SPY:
11.74
EATZ:
3.16%
SPY:
2.02%
EATZ:
18.26%
SPY:
12.64%
EATZ:
-34.40%
SPY:
-55.19%
EATZ:
-2.81%
SPY:
-0.42%
Returns By Period
In the year-to-date period, EATZ achieves a 6.20% return, which is significantly higher than SPY's 4.15% return.
EATZ
6.20%
3.74%
17.93%
29.36%
N/A
N/A
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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EATZ vs. SPY - Expense Ratio Comparison
EATZ has a 0.79% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
EATZ vs. SPY — Risk-Adjusted Performance Rank
EATZ
SPY
EATZ vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AdvisorShares Restaurant ETF (EATZ) 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
EATZ vs. SPY - Dividend Comparison
EATZ's dividend yield for the trailing twelve months is around 0.17%, less than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EATZ AdvisorShares Restaurant ETF | 0.17% | 0.18% | 0.49% | 2.35% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
EATZ vs. SPY - Drawdown Comparison
The maximum EATZ drawdown since its inception was -34.40%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for EATZ and SPY. For additional features, visit the drawdowns tool.
Volatility
EATZ vs. SPY - Volatility Comparison
AdvisorShares Restaurant ETF (EATZ) has a higher volatility of 6.72% compared to SPDR S&P 500 ETF (SPY) at 2.93%. This indicates that EATZ'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.