FXF vs. SPY
Compare and contrast key facts about Invesco CurrencyShares® Swiss Franc Trust (FXF) and SPDR S&P 500 ETF (SPY).
FXF and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FXF is a passively managed fund by Invesco that tracks the performance of the Swiss Franc. It was launched on Jun 26, 2006. 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. Both FXF and SPY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FXF or SPY.
Correlation
The correlation between FXF and SPY is -1.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FXF vs. SPY - Performance Comparison
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Key characteristics
FXF:
7.66%
SPY:
20.02%
FXF:
-1.18%
SPY:
-55.19%
FXF:
-1.15%
SPY:
-7.65%
Returns By Period
FXF
N/A
N/A
N/A
N/A
N/A
N/A
SPY
-3.42%
5.69%
-5.06%
9.73%
16.26%
12.24%
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FXF vs. SPY - Expense Ratio Comparison
FXF has a 0.40% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
FXF vs. SPY — Risk-Adjusted Performance Rank
FXF
SPY
FXF vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco CurrencyShares® Swiss Franc Trust (FXF) 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
FXF vs. SPY - Dividend Comparison
FXF has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.27%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXF Invesco CurrencyShares® Swiss Franc Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 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
FXF vs. SPY - Drawdown Comparison
The maximum FXF drawdown since its inception was -1.18%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FXF and SPY. For additional features, visit the drawdowns tool.
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Volatility
FXF vs. SPY - Volatility Comparison
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