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:
1.83
SPY:
-0.19
EVRG:
2.40
SPY:
-0.14
EVRG:
1.32
SPY:
0.98
EVRG:
1.13
SPY:
-0.16
EVRG:
9.52
SPY:
-0.82
EVRG:
3.05%
SPY:
3.68%
EVRG:
15.86%
SPY:
15.87%
EVRG:
-38.79%
SPY:
-55.19%
EVRG:
-7.09%
SPY:
-18.76%
Returns By Period
In the year-to-date period, EVRG achieves a 5.88% return, which is significantly higher than SPY's -15.03% return.
EVRG
5.88%
-0.95%
10.02%
27.62%
4.55%
N/A
SPY
-15.03%
-13.53%
-12.83%
-3.07%
13.99%
10.91%
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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 4.06%, more than SPY's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVRG Evergy, Inc. | 4.06% | 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 | 1.44% | 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
The current volatility for Evergy, Inc. (EVRG) is 6.83%, while SPDR S&P 500 ETF (SPY) has a volatility of 9.02%. This indicates that EVRG 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.