ITA vs. SPYG
Compare and contrast key facts about iShares U.S. Aerospace & Defense ETF (ITA) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
ITA and SPYG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ITA is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Aerospace & Defense Index. It was launched on May 5, 2006. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000. Both ITA and SPYG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ITA or SPYG.
Correlation
The correlation between ITA and SPYG is 1.00, 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
ITA vs. SPYG - Performance Comparison
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Key characteristics
ITA:
18.07%
SPYG:
11.05%
ITA:
-0.69%
SPYG:
-0.88%
ITA:
-0.07%
SPYG:
-0.18%
Returns By Period
ITA
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SPYG
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ITA vs. SPYG - Expense Ratio Comparison
ITA has a 0.42% expense ratio, which is higher than SPYG's 0.04% expense ratio.
Risk-Adjusted Performance
ITA vs. SPYG — Risk-Adjusted Performance Rank
ITA
SPYG
ITA vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Aerospace & Defense ETF (ITA) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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
ITA vs. SPYG - Dividend Comparison
ITA's dividend yield for the trailing twelve months is around 0.74%, more than SPYG's 0.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITA iShares U.S. Aerospace & Defense ETF | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ITA vs. SPYG - Drawdown Comparison
The maximum ITA drawdown since its inception was -0.69%, smaller than the maximum SPYG drawdown of -0.88%. Use the drawdown chart below to compare losses from any high point for ITA and SPYG. For additional features, visit the drawdowns tool.
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Volatility
ITA vs. SPYG - Volatility Comparison
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