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.
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.
Performance
IFS vs. SPY - Performance Comparison
Key characteristics
IFS:
1.26
SPY:
2.20
IFS:
1.87
SPY:
2.91
IFS:
1.25
SPY:
1.41
IFS:
0.95
SPY:
3.35
IFS:
2.30
SPY:
13.99
IFS:
15.26%
SPY:
2.01%
IFS:
27.86%
SPY:
12.79%
IFS:
-55.33%
SPY:
-55.19%
IFS:
-13.09%
SPY:
-1.35%
Returns By Period
In the year-to-date period, IFS achieves a -0.61% return, which is significantly lower than SPY's 1.96% return.
IFS
-0.61%
0.76%
27.73%
33.73%
-2.10%
N/A
SPY
1.96%
2.27%
9.55%
27.02%
14.23%
13.44%
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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.
Dividends
IFS vs. SPY - Dividend Comparison
IFS's dividend yield for the trailing twelve months is around 3.43%, more than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IFS Intercorp Financial Services Inc. | 3.43% | 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 | 1.18% | 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. For additional features, visit the drawdowns tool.
Volatility
IFS vs. SPY - Volatility Comparison
The current volatility for Intercorp Financial Services Inc. (IFS) is 4.52%, while SPDR S&P 500 ETF (SPY) has a volatility of 5.10%. This indicates that IFS experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.