EDU vs. SPY
Compare and contrast key facts about New Oriental Education & Technology Group Inc. (EDU) 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: EDU or SPY.
Correlation
The correlation between EDU and SPY is 0.36, 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
EDU vs. SPY - Performance Comparison
Key characteristics
EDU:
-0.36
SPY:
2.20
EDU:
-0.21
SPY:
2.91
EDU:
0.98
SPY:
1.41
EDU:
-0.25
SPY:
3.35
EDU:
-0.72
SPY:
13.99
EDU:
25.12%
SPY:
2.01%
EDU:
50.91%
SPY:
12.79%
EDU:
-95.61%
SPY:
-55.19%
EDU:
-68.79%
SPY:
-1.35%
Returns By Period
In the year-to-date period, EDU achieves a -5.20% return, which is significantly lower than SPY's 1.96% return. Both investments have delivered pretty close results over the past 10 years, with EDU having a 13.00% annualized return and SPY not far ahead at 13.44%.
EDU
-5.20%
-0.70%
-19.52%
-14.63%
-14.39%
13.00%
SPY
1.96%
2.27%
9.55%
27.02%
14.23%
13.44%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
EDU vs. SPY — Risk-Adjusted Performance Rank
EDU
SPY
EDU vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for New Oriental Education & Technology Group Inc. (EDU) 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
EDU vs. SPY - Dividend Comparison
EDU's dividend yield for the trailing twelve months is around 0.95%, less than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EDU New Oriental Education & Technology Group Inc. | 0.95% | 0.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.46% | 0.00% | 1.28% | 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
EDU vs. SPY - Drawdown Comparison
The maximum EDU drawdown since its inception was -95.61%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for EDU and SPY. For additional features, visit the drawdowns tool.
Volatility
EDU vs. SPY - Volatility Comparison
New Oriental Education & Technology Group Inc. (EDU) has a higher volatility of 9.60% compared to SPDR S&P 500 ETF (SPY) at 5.10%. This indicates that EDU'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.