KWHIY vs. SPY
Compare and contrast key facts about Kawasaki Heavy Industries Ltd ADR (KWHIY) 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: KWHIY or SPY.
Correlation
The correlation between KWHIY and SPY is 0.18, 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
KWHIY vs. SPY - Performance Comparison
Key characteristics
KWHIY:
2.12
SPY:
1.81
KWHIY:
2.80
SPY:
2.43
KWHIY:
1.34
SPY:
1.33
KWHIY:
2.34
SPY:
2.74
KWHIY:
10.27
SPY:
11.36
KWHIY:
11.14%
SPY:
2.03%
KWHIY:
53.85%
SPY:
12.74%
KWHIY:
-74.76%
SPY:
-55.19%
KWHIY:
0.00%
SPY:
-0.73%
Returns By Period
In the year-to-date period, KWHIY achieves a 8.02% return, which is significantly higher than SPY's 3.28% return. Over the past 10 years, KWHIY has underperformed SPY with an annualized return of 2.28%, while SPY has yielded a comparatively higher 13.17% annualized return.
KWHIY
8.02%
13.55%
65.61%
103.47%
20.04%
2.28%
SPY
3.28%
4.28%
12.39%
22.37%
14.20%
13.17%
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Risk-Adjusted Performance
KWHIY vs. SPY — Risk-Adjusted Performance Rank
KWHIY
SPY
KWHIY vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kawasaki Heavy Industries Ltd ADR (KWHIY) 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
KWHIY vs. SPY - Dividend Comparison
KWHIY has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.17%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KWHIY Kawasaki Heavy Industries Ltd ADR | 0.00% | 0.00% | 2.51% | 1.59% | 0.95% | 0.00% | 2.99% | 2.73% | 1.25% | 3.33% | 2.60% | 1.84% |
SPY SPDR S&P 500 ETF | 1.17% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
KWHIY vs. SPY - Drawdown Comparison
The maximum KWHIY drawdown since its inception was -74.76%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for KWHIY and SPY. For additional features, visit the drawdowns tool.
Volatility
KWHIY vs. SPY - Volatility Comparison
Kawasaki Heavy Industries Ltd ADR (KWHIY) has a higher volatility of 8.65% compared to SPDR S&P 500 ETF (SPY) at 3.41%. This indicates that KWHIY'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.