FI vs. SPY
Compare and contrast key facts about Fiserv Inc. (FI) 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: FI or SPY.
Correlation
The correlation between FI and SPY is 0.65, 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
FI vs. SPY - Performance Comparison
Key characteristics
FI:
3.10
SPY:
2.17
FI:
3.90
SPY:
2.88
FI:
1.54
SPY:
1.41
FI:
5.88
SPY:
3.19
FI:
15.05
SPY:
14.10
FI:
3.67%
SPY:
1.90%
FI:
17.83%
SPY:
12.39%
FI:
-37.85%
SPY:
-55.19%
FI:
-7.37%
SPY:
-3.19%
Returns By Period
In the year-to-date period, FI achieves a 55.11% return, which is significantly higher than SPY's 24.97% return. Over the past 10 years, FI has outperformed SPY with an annualized return of 20.88%, while SPY has yielded a comparatively lower 12.92% annualized return.
FI
55.11%
-5.46%
37.56%
54.68%
12.07%
20.88%
SPY
24.97%
-0.32%
8.25%
26.85%
14.57%
12.92%
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Risk-Adjusted Performance
FI vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fiserv Inc. (FI) 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
FI vs. SPY - Dividend Comparison
FI has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 0.87%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FI Fiserv Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2.06% | 5.08% | 7.87% | 7.61% | 1.52% |
SPY SPDR S&P 500 ETF | 0.87% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
FI vs. SPY - Drawdown Comparison
The maximum FI drawdown since its inception was -37.85%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FI and SPY. For additional features, visit the drawdowns tool.
Volatility
FI vs. SPY - Volatility Comparison
Fiserv Inc. (FI) has a higher volatility of 7.45% compared to SPDR S&P 500 ETF (SPY) at 3.64%. This indicates that FI'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.