KMB vs. SPY
Compare and contrast key facts about Kimberly-Clark Corporation (KMB) 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: KMB or SPY.
Correlation
The correlation between KMB and SPY is 0.40, 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
KMB vs. SPY - Performance Comparison
Key characteristics
KMB:
0.97
SPY:
0.32
KMB:
1.40
SPY:
0.51
KMB:
1.19
SPY:
1.07
KMB:
1.21
SPY:
0.39
KMB:
2.92
SPY:
1.52
KMB:
6.08%
SPY:
3.13%
KMB:
18.34%
SPY:
14.74%
KMB:
-39.69%
SPY:
-55.19%
KMB:
-1.48%
SPY:
-12.17%
Returns By Period
In the year-to-date period, KMB achieves a 11.81% return, which is significantly higher than SPY's -8.15% return. Over the past 10 years, KMB has underperformed SPY with an annualized return of 6.56%, while SPY has yielded a comparatively higher 11.89% annualized return.
KMB
11.81%
3.81%
5.56%
19.30%
5.89%
6.56%
SPY
-8.15%
-6.68%
-4.88%
4.64%
18.45%
11.89%
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Risk-Adjusted Performance
KMB vs. SPY — Risk-Adjusted Performance Rank
KMB
SPY
KMB vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kimberly-Clark Corporation (KMB) 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
KMB vs. SPY - Dividend Comparison
KMB's dividend yield for the trailing twelve months is around 3.39%, more than SPY's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KMB Kimberly-Clark Corporation | 3.39% | 3.72% | 3.88% | 3.42% | 3.19% | 3.17% | 3.00% | 3.51% | 3.22% | 3.22% | 2.77% | 0.73% |
SPY SPDR S&P 500 ETF | 1.34% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
KMB vs. SPY - Drawdown Comparison
The maximum KMB drawdown since its inception was -39.69%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for KMB and SPY. For additional features, visit the drawdowns tool.
Volatility
KMB vs. SPY - Volatility Comparison
The current volatility for Kimberly-Clark Corporation (KMB) is 5.83%, while SPDR S&P 500 ETF (SPY) has a volatility of 7.47%. This indicates that KMB 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.