IESC vs. SPY
Compare and contrast key facts about IES Holdings, Inc. (IESC) 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: IESC or SPY.
Correlation
The correlation between IESC and SPY is 0.31, 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
IESC vs. SPY - Performance Comparison
Key characteristics
IESC:
0.40
SPY:
0.32
IESC:
1.03
SPY:
0.51
IESC:
1.13
SPY:
1.07
IESC:
0.41
SPY:
0.39
IESC:
1.28
SPY:
1.52
IESC:
22.62%
SPY:
3.13%
IESC:
72.06%
SPY:
14.74%
IESC:
-99.54%
SPY:
-55.19%
IESC:
-60.19%
SPY:
-12.17%
Returns By Period
In the year-to-date period, IESC achieves a -19.57% return, which is significantly lower than SPY's -8.15% return. Over the past 10 years, IESC has outperformed SPY with an annualized return of 34.60%, while SPY has yielded a comparatively lower 11.89% annualized return.
IESC
-19.57%
-3.43%
-20.47%
27.79%
58.26%
34.60%
SPY
-8.15%
-6.68%
-4.88%
4.64%
18.45%
11.89%
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Risk-Adjusted Performance
IESC vs. SPY — Risk-Adjusted Performance Rank
IESC
SPY
IESC vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for IES Holdings, Inc. (IESC) 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
IESC vs. SPY - Dividend Comparison
IESC has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.34%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IESC IES Holdings, Inc. | 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 | 1.34% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
IESC vs. SPY - Drawdown Comparison
The maximum IESC drawdown since its inception was -99.54%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for IESC and SPY. For additional features, visit the drawdowns tool.
Volatility
IESC vs. SPY - Volatility Comparison
IES Holdings, Inc. (IESC) has a higher volatility of 19.07% compared to SPDR S&P 500 ETF (SPY) at 7.47%. This indicates that IESC'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.