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:
0.42
SPY:
-0.09
ELS:
0.70
SPY:
-0.02
ELS:
1.08
SPY:
1.00
ELS:
0.31
SPY:
-0.09
ELS:
1.11
SPY:
-0.45
ELS:
7.46%
SPY:
3.31%
ELS:
19.92%
SPY:
15.87%
ELS:
-58.96%
SPY:
-55.19%
ELS:
-17.77%
SPY:
-17.32%
Returns By Period
In the year-to-date period, ELS achieves a -0.04% return, which is significantly higher than SPY's -13.53% return. Over the past 10 years, ELS has outperformed SPY with an annualized return of 11.94%, while SPY has yielded a comparatively lower 11.25% annualized return.
ELS
-0.04%
-3.03%
-3.22%
7.92%
7.39%
11.94%
SPY
-13.53%
-13.08%
-11.25%
-0.26%
17.01%
11.25%
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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 2.95%, more than SPY's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ELS Equity LifeStyle Properties, Inc. | 2.95% | 2.87% | 2.54% | 2.54% | 1.66% | 2.17% | 1.74% | 2.27% | 2.19% | 2.36% | 2.25% | 2.52% |
SPY SPDR S&P 500 ETF | 1.42% | 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
The current volatility for Equity LifeStyle Properties, Inc. (ELS) is 6.18%, while SPDR S&P 500 ETF (SPY) has a volatility of 9.29%. This indicates that ELS 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.