Correlation
The correlation between IFS and SPY is 0.26, 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.
IFS vs. SPY
Compare and contrast key facts about Intercorp Financial Services Inc. (IFS) 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: IFS or SPY.
Performance
IFS vs. SPY - Performance Comparison
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Key characteristics
IFS:
2.36
SPY:
0.70
IFS:
3.17
SPY:
1.02
IFS:
1.43
SPY:
1.15
IFS:
1.72
SPY:
0.68
IFS:
14.20
SPY:
2.57
IFS:
4.17%
SPY:
4.93%
IFS:
24.06%
SPY:
20.42%
IFS:
-55.33%
SPY:
-55.19%
IFS:
-5.64%
SPY:
-3.55%
Returns By Period
In the year-to-date period, IFS achieves a 21.74% return, which is significantly higher than SPY's 0.87% return.
IFS
21.74%
2.52%
28.72%
48.40%
13.03%
12.29%
N/A
SPY
0.87%
5.54%
-1.56%
13.18%
14.25%
15.81%
12.73%
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Risk-Adjusted Performance
IFS vs. SPY — Risk-Adjusted Performance Rank
IFS
SPY
IFS vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Intercorp Financial Services Inc. (IFS) 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
IFS vs. SPY - Dividend Comparison
IFS's dividend yield for the trailing twelve months is around 2.89%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IFS Intercorp Financial Services Inc. | 2.89% | 3.41% | 5.38% | 7.45% | 5.38% | 5.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
IFS vs. SPY - Drawdown Comparison
The maximum IFS drawdown since its inception was -55.33%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for IFS and SPY.
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Volatility
IFS vs. SPY - Volatility Comparison
Intercorp Financial Services Inc. (IFS) has a higher volatility of 5.36% compared to SPDR S&P 500 ETF (SPY) at 4.86%. This indicates that IFS'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.
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