EXPGY vs. SPY
Compare and contrast key facts about Experian plc ADR (EXPGY) 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: EXPGY or SPY.
Correlation
The correlation between EXPGY and SPY is 0.49, 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
EXPGY vs. SPY - Performance Comparison
Key characteristics
EXPGY:
0.39
SPY:
2.17
EXPGY:
0.73
SPY:
2.88
EXPGY:
1.09
SPY:
1.40
EXPGY:
0.43
SPY:
3.26
EXPGY:
1.32
SPY:
14.09
EXPGY:
6.38%
SPY:
1.95%
EXPGY:
21.54%
SPY:
12.64%
EXPGY:
-78.11%
SPY:
-55.19%
EXPGY:
-19.51%
SPY:
-2.83%
Returns By Period
In the year-to-date period, EXPGY achieves a -0.77% return, which is significantly lower than SPY's 0.44% return. Over the past 10 years, EXPGY has underperformed SPY with an annualized return of 11.65%, while SPY has yielded a comparatively higher 13.15% annualized return.
EXPGY
-0.77%
-10.57%
-9.01%
6.00%
6.02%
11.65%
SPY
0.44%
-2.83%
6.59%
25.62%
14.26%
13.15%
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Risk-Adjusted Performance
EXPGY vs. SPY — Risk-Adjusted Performance Rank
EXPGY
SPY
EXPGY vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Experian plc ADR (EXPGY) 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
EXPGY vs. SPY - Dividend Comparison
EXPGY's dividend yield for the trailing twelve months is around 0.96%, less than SPY's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXPGY Experian plc ADR | 0.96% | 1.37% | 1.35% | 1.54% | 0.95% | 1.24% | 1.37% | 1.85% | 1.30% | 2.10% | 2.22% | 2.27% |
SPY SPDR S&P 500 ETF | 1.20% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
EXPGY vs. SPY - Drawdown Comparison
The maximum EXPGY drawdown since its inception was -78.11%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for EXPGY and SPY. For additional features, visit the drawdowns tool.
Volatility
EXPGY vs. SPY - Volatility Comparison
Experian plc ADR (EXPGY) and SPDR S&P 500 ETF (SPY) have volatilities of 4.54% and 4.49%, 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.