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
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Key characteristics
EVRG:
1.54
SPY:
0.50
EVRG:
2.20
SPY:
0.88
EVRG:
1.31
SPY:
1.13
EVRG:
1.35
SPY:
0.56
EVRG:
9.02
SPY:
2.17
EVRG:
3.07%
SPY:
4.85%
EVRG:
16.28%
SPY:
20.02%
EVRG:
-38.79%
SPY:
-55.19%
EVRG:
-4.38%
SPY:
-7.65%
Returns By Period
In the year-to-date period, EVRG achieves a 9.30% return, which is significantly higher than SPY's -3.42% return.
EVRG
9.30%
1.70%
8.75%
25.46%
7.86%
N/A
SPY
-3.42%
7.58%
-5.06%
9.73%
15.77%
12.35%
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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.
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Dividends
EVRG vs. SPY - Dividend Comparison
EVRG's dividend yield for the trailing twelve months is around 3.94%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVRG Evergy, Inc. | 3.94% | 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 | 1.27% | 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.
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Volatility
EVRG vs. SPY - Volatility Comparison
The current volatility for Evergy, Inc. (EVRG) is 6.72%, while SPDR S&P 500 ETF (SPY) has a volatility of 7.48%. 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.
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