EMX vs. SPY
Compare and contrast key facts about EMX Royalty Corporation (EMX) 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: EMX or SPY.
Correlation
The correlation between EMX and SPY is 0.16, 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
EMX vs. SPY - Performance Comparison
Key characteristics
EMX:
0.35
SPY:
0.30
EMX:
0.79
SPY:
0.56
EMX:
1.09
SPY:
1.08
EMX:
0.22
SPY:
0.31
EMX:
0.86
SPY:
1.40
EMX:
14.56%
SPY:
4.18%
EMX:
35.79%
SPY:
19.64%
EMX:
-90.61%
SPY:
-55.19%
EMX:
-42.02%
SPY:
-13.86%
Returns By Period
In the year-to-date period, EMX achieves a 24.86% return, which is significantly higher than SPY's -9.91% return. Over the past 10 years, EMX has outperformed SPY with an annualized return of 16.78%, while SPY has yielded a comparatively lower 11.59% annualized return.
EMX
24.86%
14.29%
11.92%
10.77%
4.79%
16.78%
SPY
-9.91%
-6.90%
-9.38%
6.72%
14.62%
11.59%
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
EMX vs. SPY — Risk-Adjusted Performance Rank
EMX
SPY
EMX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for EMX Royalty Corporation (EMX) 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
EMX vs. SPY - Dividend Comparison
EMX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.36%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMX EMX Royalty Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.36% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
EMX vs. SPY - Drawdown Comparison
The maximum EMX drawdown since its inception was -90.61%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for EMX and SPY. For additional features, visit the drawdowns tool.
Volatility
EMX vs. SPY - Volatility Comparison
EMX Royalty Corporation (EMX) has a higher volatility of 15.53% compared to SPDR S&P 500 ETF (SPY) at 14.52%. This indicates that EMX'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.