EUAD vs. SPY
Compare and contrast key facts about Select STOXX Europe Aerospace & Defense ETF (EUAD) and SPDR S&P 500 ETF (SPY).
EUAD and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EUAD is a passively managed fund by Select Funds that tracks the performance of the STOXX Europe Total Market Aerospace & Defense Index. It was launched on Oct 22, 2024. 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 EUAD 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: EUAD or SPY.
Correlation
The correlation between EUAD and SPY is 0.34, 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
EUAD vs. SPY - Performance Comparison
Key characteristics
EUAD:
32.29%
SPY:
19.64%
EUAD:
-17.83%
SPY:
-55.19%
EUAD:
-6.38%
SPY:
-13.86%
Returns By Period
In the year-to-date period, EUAD achieves a 39.27% return, which is significantly higher than SPY's -9.91% return.
EUAD
39.27%
-2.14%
N/A
N/A
N/A
N/A
SPY
-9.91%
-6.63%
-9.38%
7.66%
15.04%
11.54%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EUAD vs. SPY - Expense Ratio Comparison
EUAD has a 0.50% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
EUAD vs. SPY — Risk-Adjusted Performance Rank
EUAD
SPY
EUAD vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Select STOXX Europe Aerospace & Defense ETF (EUAD) 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.
Not enough dataDividends
EUAD vs. SPY - Dividend Comparison
EUAD's dividend yield for the trailing twelve months is around 0.07%, less than SPY's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUAD Select STOXX Europe Aerospace & Defense ETF | 0.07% | 0.10% | 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
EUAD vs. SPY - Drawdown Comparison
The maximum EUAD drawdown since its inception was -17.83%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for EUAD and SPY. For additional features, visit the drawdowns tool.
Volatility
EUAD vs. SPY - Volatility Comparison
Select STOXX Europe Aerospace & Defense ETF (EUAD) and SPDR S&P 500 ETF (SPY) have volatilities of 14.85% and 14.52%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.