Correlation
The correlation between ELS and SPY is 0.39, 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.
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.
Performance
ELS vs. SPY - Performance Comparison
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Key characteristics
ELS:
0.22
SPY:
0.70
ELS:
0.59
SPY:
1.02
ELS:
1.07
SPY:
1.15
ELS:
0.26
SPY:
0.68
ELS:
0.75
SPY:
2.57
ELS:
9.17%
SPY:
4.93%
ELS:
20.72%
SPY:
20.42%
ELS:
-58.96%
SPY:
-55.19%
ELS:
-20.86%
SPY:
-3.55%
Returns By Period
In the year-to-date period, ELS achieves a -3.80% return, which is significantly lower than SPY's 0.87% return. Over the past 10 years, ELS has underperformed SPY with an annualized return of 11.55%, while SPY has yielded a comparatively higher 12.73% annualized return.
ELS
-3.80%
-1.88%
-9.53%
4.26%
-3.03%
2.92%
11.55%
SPY
0.87%
5.54%
-1.56%
13.18%
14.25%
15.81%
12.73%
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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.
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Dividends
ELS vs. SPY - Dividend Comparison
ELS's dividend yield for the trailing twelve months is around 3.07%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ELS Equity LifeStyle Properties, Inc. | 3.07% | 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 | 1.22% | 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.
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Volatility
ELS vs. SPY - Volatility Comparison
Equity LifeStyle Properties, Inc. (ELS) has a higher volatility of 5.81% compared to SPDR S&P 500 ETF (SPY) at 4.86%. 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.
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