ELS vs. SPY
Compare and contrast key facts about Equity LifeStyle Properties, Inc. (ELS) 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: ELS or SPY.
Correlation
The correlation between ELS and SPY is 0.38, 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
ELS vs. SPY - Performance Comparison
Key characteristics
ELS:
0.05
SPY:
1.87
ELS:
0.21
SPY:
2.52
ELS:
1.02
SPY:
1.35
ELS:
0.04
SPY:
2.81
ELS:
0.14
SPY:
11.69
ELS:
7.17%
SPY:
2.02%
ELS:
19.29%
SPY:
12.65%
ELS:
-58.96%
SPY:
-55.19%
ELS:
-19.44%
SPY:
0.00%
Returns By Period
In the year-to-date period, ELS achieves a -2.07% return, which is significantly lower than SPY's 4.58% return. Over the past 10 years, ELS has underperformed SPY with an annualized return of 11.81%, while SPY has yielded a comparatively higher 13.23% annualized return.
ELS
-2.07%
-1.87%
-6.99%
0.72%
-0.87%
11.81%
SPY
4.58%
2.57%
10.04%
24.97%
14.73%
13.23%
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Risk-Adjusted Performance
ELS vs. SPY — Risk-Adjusted Performance Rank
ELS
SPY
ELS vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Equity LifeStyle Properties, Inc. (ELS) 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
ELS vs. SPY - Dividend Comparison
ELS's dividend yield for the trailing twelve months is around 2.93%, more than SPY's 1.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ELS Equity LifeStyle Properties, Inc. | 2.93% | 2.87% | 2.54% | 2.54% | 1.65% | 2.16% | 1.74% | 2.27% | 2.19% | 2.36% | 2.25% | 2.52% |
SPY SPDR S&P 500 ETF | 1.15% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
ELS vs. SPY - Drawdown Comparison
The maximum ELS drawdown since its inception was -58.96%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ELS and SPY. For additional features, visit the drawdowns tool.
Volatility
ELS vs. SPY - Volatility Comparison
Equity LifeStyle Properties, Inc. (ELS) has a higher volatility of 7.27% compared to SPDR S&P 500 ETF (SPY) at 3.00%. This indicates that ELS'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.