ESGS vs. SPY
Compare and contrast key facts about Columbia Sustainable US Equity Income ETF (ESGS) and SPDR S&P 500 ETF (SPY).
ESGS and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ESGS is a passively managed fund by Ameriprise Financial that tracks the performance of the MSCI Beta ADV US Sustainable Equity Income100. It was launched on Jun 13, 2016. 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. Both ESGS and SPY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ESGS or SPY.
Correlation
The correlation between ESGS and SPY is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ESGS vs. SPY - Performance Comparison
Key characteristics
ESGS:
1.12
SPY:
1.87
ESGS:
1.53
SPY:
2.52
ESGS:
1.20
SPY:
1.35
ESGS:
1.40
SPY:
2.81
ESGS:
4.18
SPY:
11.69
ESGS:
3.05%
SPY:
2.02%
ESGS:
11.42%
SPY:
12.65%
ESGS:
-42.15%
SPY:
-55.19%
ESGS:
-3.43%
SPY:
0.00%
Returns By Period
In the year-to-date period, ESGS achieves a 5.05% return, which is significantly higher than SPY's 4.58% return.
ESGS
5.05%
1.82%
1.89%
12.17%
11.74%
N/A
SPY
4.58%
2.57%
10.04%
24.97%
14.73%
13.23%
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ESGS vs. SPY - Expense Ratio Comparison
ESGS has a 0.35% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
ESGS vs. SPY — Risk-Adjusted Performance Rank
ESGS
SPY
ESGS vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Sustainable US Equity Income ETF (ESGS) 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
ESGS vs. SPY - Dividend Comparison
ESGS's dividend yield for the trailing twelve months is around 1.89%, more than SPY's 1.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESGS Columbia Sustainable US Equity Income ETF | 1.89% | 1.99% | 0.00% | 2.71% | 1.95% | 0.00% | 0.00% | 6.90% | 2.38% | 1.21% | 0.00% | 0.00% |
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
ESGS vs. SPY - Drawdown Comparison
The maximum ESGS drawdown since its inception was -42.15%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ESGS and SPY. For additional features, visit the drawdowns tool.
Volatility
ESGS vs. SPY - Volatility Comparison
The current volatility for Columbia Sustainable US Equity Income ETF (ESGS) is 2.82%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.00%. This indicates that ESGS 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.