ETD vs. SPY
Compare and contrast key facts about Ethan Allen Interiors Inc. (ETD) 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: ETD or SPY.
Correlation
The correlation between ETD and SPY is 0.46, 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
ETD vs. SPY - Performance Comparison
Key characteristics
ETD:
-0.11
SPY:
2.21
ETD:
0.06
SPY:
2.93
ETD:
1.01
SPY:
1.41
ETD:
-0.17
SPY:
3.26
ETD:
-0.34
SPY:
14.43
ETD:
10.85%
SPY:
1.90%
ETD:
32.58%
SPY:
12.41%
ETD:
-82.91%
SPY:
-55.19%
ETD:
-13.98%
SPY:
-2.74%
Returns By Period
In the year-to-date period, ETD achieves a -5.70% return, which is significantly lower than SPY's 25.54% return. Over the past 10 years, ETD has underperformed SPY with an annualized return of 4.85%, while SPY has yielded a comparatively higher 12.97% annualized return.
ETD
-5.70%
-2.73%
8.20%
-4.41%
16.54%
4.85%
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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
ETD vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ethan Allen Interiors Inc. (ETD) 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
ETD vs. SPY - Dividend Comparison
ETD's dividend yield for the trailing twelve months is around 6.85%, more than SPY's 0.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETD Ethan Allen Interiors Inc. | 6.85% | 5.95% | 6.62% | 10.61% | 3.12% | 9.34% | 6.08% | 2.66% | 1.76% | 1.87% | 1.36% | 0.92% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
ETD vs. SPY - Drawdown Comparison
The maximum ETD drawdown since its inception was -82.91%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ETD and SPY. For additional features, visit the drawdowns tool.
Volatility
ETD vs. SPY - Volatility Comparison
Ethan Allen Interiors Inc. (ETD) has a higher volatility of 7.98% compared to SPDR S&P 500 ETF (SPY) at 3.72%. This indicates that ETD'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.