EXPO vs. SPY
Compare and contrast key facts about Exponent, Inc. (EXPO) 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: EXPO or SPY.
Correlation
The correlation between EXPO 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
EXPO vs. SPY - Performance Comparison
Key characteristics
EXPO:
0.19
SPY:
2.20
EXPO:
0.54
SPY:
2.92
EXPO:
1.08
SPY:
1.41
EXPO:
0.17
SPY:
3.35
EXPO:
0.60
SPY:
14.01
EXPO:
10.74%
SPY:
2.01%
EXPO:
33.98%
SPY:
12.76%
EXPO:
-86.44%
SPY:
-55.19%
EXPO:
-22.42%
SPY:
-0.45%
Returns By Period
In the year-to-date period, EXPO achieves a 5.44% return, which is significantly higher than SPY's 2.90% return. Over the past 10 years, EXPO has outperformed SPY with an annualized return of 17.73%, while SPY has yielded a comparatively lower 13.39% annualized return.
EXPO
5.44%
3.62%
-10.99%
5.40%
6.17%
17.73%
SPY
2.90%
2.01%
9.60%
26.34%
14.48%
13.39%
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Risk-Adjusted Performance
EXPO vs. SPY — Risk-Adjusted Performance Rank
EXPO
SPY
EXPO vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Exponent, Inc. (EXPO) 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
EXPO vs. SPY - Dividend Comparison
EXPO's dividend yield for the trailing twelve months is around 1.19%, more than SPY's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXPO Exponent, Inc. | 1.19% | 1.26% | 1.18% | 0.97% | 0.69% | 0.84% | 0.93% | 1.03% | 1.18% | 1.19% | 1.20% | 1.21% |
SPY SPDR S&P 500 ETF | 1.17% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
EXPO vs. SPY - Drawdown Comparison
The maximum EXPO drawdown since its inception was -86.44%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for EXPO and SPY. For additional features, visit the drawdowns tool.
Volatility
EXPO vs. SPY - Volatility Comparison
Exponent, Inc. (EXPO) has a higher volatility of 6.22% compared to SPDR S&P 500 ETF (SPY) at 5.17%. This indicates that EXPO's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.