ESCA vs. SPY
Compare and contrast key facts about Escalade, Incorporated (ESCA) 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: ESCA or SPY.
Correlation
The correlation between ESCA and SPY is 0.18, 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
ESCA vs. SPY - Performance Comparison
Key characteristics
ESCA:
0.01
SPY:
1.87
ESCA:
0.36
SPY:
2.52
ESCA:
1.04
SPY:
1.35
ESCA:
0.01
SPY:
2.81
ESCA:
0.04
SPY:
11.69
ESCA:
12.18%
SPY:
2.02%
ESCA:
46.90%
SPY:
12.65%
ESCA:
-98.45%
SPY:
-55.19%
ESCA:
-29.03%
SPY:
0.00%
Returns By Period
In the year-to-date period, ESCA achieves a 10.06% return, which is significantly higher than SPY's 4.58% return. Over the past 10 years, ESCA has underperformed SPY with an annualized return of 4.01%, while SPY has yielded a comparatively higher 13.23% annualized return.
ESCA
10.06%
3.73%
17.26%
6.38%
16.45%
4.01%
SPY
4.58%
2.57%
10.04%
24.97%
14.73%
13.23%
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Risk-Adjusted Performance
ESCA vs. SPY — Risk-Adjusted Performance Rank
ESCA
SPY
ESCA vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Escalade, Incorporated (ESCA) 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
ESCA vs. SPY - Dividend Comparison
ESCA's dividend yield for the trailing twelve months is around 3.86%, more than SPY's 1.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESCA Escalade, Incorporated | 3.86% | 4.20% | 2.24% | 5.89% | 3.55% | 2.50% | 5.09% | 4.37% | 3.74% | 3.33% | 3.25% | 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
ESCA vs. SPY - Drawdown Comparison
The maximum ESCA drawdown since its inception was -98.45%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ESCA and SPY. For additional features, visit the drawdowns tool.
Volatility
ESCA vs. SPY - Volatility Comparison
Escalade, Incorporated (ESCA) has a higher volatility of 10.93% compared to SPDR S&P 500 ETF (SPY) at 3.00%. This indicates that ESCA'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.