KGS vs. SPY
Compare and contrast key facts about Kodiak Gas Services Inc. (KGS) 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: KGS or SPY.
Key characteristics
| KGS | SPY | |
|---|---|---|
| YTD Return | 41.31% | 10.29% |
| Daily Std Dev | 28.80% | 11.36% |
| Max Drawdown | -13.51% | -55.19% |
| Current Drawdown | -4.87% | -1.65% |
Correlation
The correlation between KGS and SPY is 0.11, 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
KGS vs. SPY - Performance Comparison
In the year-to-date period, KGS achieves a 41.31% return, which is significantly higher than SPY's 10.29% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
KGS vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kodiak Gas Services Inc. (KGS) 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.
Not enough dataDividends
KGS vs. SPY - Dividend Comparison
KGS's dividend yield for the trailing twelve months is around 4.14%, more than SPY's 1.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KGS Kodiak Gas Services Inc. | 4.14% | 1.89% | 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 | 1.29% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
KGS vs. SPY - Drawdown Comparison
The maximum KGS drawdown since its inception was -13.51%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for KGS and SPY. For additional features, visit the drawdowns tool.
Volatility
KGS vs. SPY - Volatility Comparison
Kodiak Gas Services Inc. (KGS) has a higher volatility of 8.71% compared to SPDR S&P 500 ETF (SPY) at 2.66%. This indicates that KGS'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.