INC vs. SPY
Compare and contrast key facts about VanEck Dynamic High Income ETF (INC) and SPDR S&P 500 ETF (SPY).
INC and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. INC is an actively managed fund by VanEck. It was launched on Nov 1, 2022. 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: INC or SPY.
Correlation
The correlation between INC and SPY is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
INC vs. SPY - Performance Comparison
Key characteristics
Returns By Period
INC
N/A
N/A
N/A
N/A
N/A
N/A
SPY
4.34%
2.33%
10.15%
23.99%
14.44%
13.21%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
INC vs. SPY - Expense Ratio Comparison
INC has a 0.43% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
INC vs. SPY — Risk-Adjusted Performance Rank
INC
SPY
INC vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Dynamic High Income ETF (INC) 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
INC vs. SPY - Dividend Comparison
INC has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.16%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INC VanEck Dynamic High Income ETF | 3.90% | 4.21% | 5.48% | 1.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
INC vs. SPY - Drawdown Comparison
Volatility
INC vs. SPY - Volatility Comparison
The current volatility for VanEck Dynamic High Income ETF (INC) is 0.00%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.13%. This indicates that INC 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.