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 0.39, 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.
Performance
ELS vs. SPY - Performance Comparison
Key characteristics
ELS:
0.25
SPY:
0.51
ELS:
0.48
SPY:
0.86
ELS:
1.06
SPY:
1.13
ELS:
0.19
SPY:
0.55
ELS:
0.63
SPY:
2.26
ELS:
8.11%
SPY:
4.55%
ELS:
20.68%
SPY:
20.08%
ELS:
-58.96%
SPY:
-55.19%
ELS:
-21.49%
SPY:
-9.89%
Returns By Period
In the year-to-date period, ELS achieves a -4.57% return, which is significantly higher than SPY's -5.76% return. Over the past 10 years, ELS has underperformed SPY with an annualized return of 11.37%, while SPY has yielded a comparatively higher 11.99% annualized return.
ELS
-4.57%
-5.39%
-7.75%
6.87%
3.39%
11.37%
SPY
-5.76%
-3.16%
-4.30%
10.76%
15.96%
11.99%
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
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 3.09%, more than SPY's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ELS Equity LifeStyle Properties, Inc. | 3.09% | 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 | 1.30% | 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 8.47%, while SPDR S&P 500 ETF (SPY) has a volatility of 15.12%. 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.