IEAIX vs. SPY
Compare and contrast key facts about Lazard International Equity Advantage Portfolio (IEAIX) and SPDR S&P 500 ETF (SPY).
IEAIX is managed by Lazard. It was launched on May 29, 2015. 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: IEAIX or SPY.
Correlation
The correlation between IEAIX and SPY is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IEAIX vs. SPY - Performance Comparison
Key characteristics
IEAIX:
1.08
SPY:
1.72
IEAIX:
1.49
SPY:
2.33
IEAIX:
1.19
SPY:
1.32
IEAIX:
1.32
SPY:
2.61
IEAIX:
3.73
SPY:
10.82
IEAIX:
3.73%
SPY:
2.03%
IEAIX:
12.94%
SPY:
12.75%
IEAIX:
-38.85%
SPY:
-55.19%
IEAIX:
-3.21%
SPY:
-1.05%
Returns By Period
In the year-to-date period, IEAIX achieves a 6.95% return, which is significantly higher than SPY's 2.95% return.
IEAIX
6.95%
8.23%
4.23%
15.58%
6.84%
N/A
SPY
2.95%
3.78%
11.68%
23.68%
14.09%
13.13%
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IEAIX vs. SPY - Expense Ratio Comparison
IEAIX has a 0.80% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
IEAIX vs. SPY — Risk-Adjusted Performance Rank
IEAIX
SPY
IEAIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lazard International Equity Advantage Portfolio (IEAIX) 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
IEAIX vs. SPY - Dividend Comparison
IEAIX's dividend yield for the trailing twelve months is around 1.70%, more than SPY's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEAIX Lazard International Equity Advantage Portfolio | 1.70% | 1.81% | 0.63% | 3.16% | 2.56% | 1.98% | 2.20% | 3.77% | 1.97% | 2.19% | 1.37% | 0.00% |
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
IEAIX vs. SPY - Drawdown Comparison
The maximum IEAIX drawdown since its inception was -38.85%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for IEAIX and SPY. For additional features, visit the drawdowns tool.
Volatility
IEAIX vs. SPY - Volatility Comparison
Lazard International Equity Advantage Portfolio (IEAIX) and SPDR S&P 500 ETF (SPY) have volatilities of 3.35% and 3.45%, 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.