EVRG vs. SPY
Compare and contrast key facts about Evergy, Inc. (EVRG) 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: EVRG or SPY.
Correlation
The correlation between EVRG and SPY is 0.30, 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
EVRG vs. SPY - Performance Comparison
Key characteristics
EVRG:
2.32
SPY:
1.95
EVRG:
3.20
SPY:
2.60
EVRG:
1.39
SPY:
1.36
EVRG:
1.29
SPY:
2.98
EVRG:
11.67
SPY:
12.44
EVRG:
3.10%
SPY:
2.02%
EVRG:
15.62%
SPY:
12.89%
EVRG:
-38.79%
SPY:
-55.19%
EVRG:
-1.18%
SPY:
-1.70%
Returns By Period
In the year-to-date period, EVRG achieves a 4.35% return, which is significantly higher than SPY's 2.27% return.
EVRG
4.35%
4.10%
14.70%
35.11%
1.61%
N/A
SPY
2.27%
0.73%
10.73%
24.55%
14.69%
13.64%
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Risk-Adjusted Performance
EVRG vs. SPY — Risk-Adjusted Performance Rank
EVRG
SPY
EVRG vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Evergy, Inc. (EVRG) 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
EVRG vs. SPY - Dividend Comparison
EVRG's dividend yield for the trailing twelve months is around 4.04%, more than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVRG Evergy, Inc. | 4.04% | 4.22% | 4.75% | 3.71% | 3.17% | 3.69% | 2.97% | 1.65% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
EVRG vs. SPY - Drawdown Comparison
The maximum EVRG drawdown since its inception was -38.79%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for EVRG and SPY. For additional features, visit the drawdowns tool.
Volatility
EVRG vs. SPY - Volatility Comparison
Evergy, Inc. (EVRG) and SPDR S&P 500 ETF (SPY) have volatilities of 4.40% and 4.26%, 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.