LAD vs. SPY
Compare and contrast key facts about Lithia Motors, Inc. (LAD) 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: LAD or SPY.
Correlation
The correlation between LAD and SPY is 0.42, 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
LAD vs. SPY - Performance Comparison
Key characteristics
LAD:
0.49
SPY:
2.21
LAD:
0.98
SPY:
2.93
LAD:
1.11
SPY:
1.41
LAD:
0.43
SPY:
3.26
LAD:
1.22
SPY:
14.43
LAD:
14.22%
SPY:
1.90%
LAD:
35.33%
SPY:
12.41%
LAD:
-95.17%
SPY:
-55.19%
LAD:
-11.00%
SPY:
-2.74%
Returns By Period
In the year-to-date period, LAD achieves a 10.10% return, which is significantly lower than SPY's 25.54% return. Over the past 10 years, LAD has outperformed SPY with an annualized return of 15.99%, while SPY has yielded a comparatively lower 12.97% annualized return.
LAD
10.10%
-3.01%
45.22%
12.89%
18.66%
15.99%
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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Risk-Adjusted Performance
LAD vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lithia Motors, Inc. (LAD) 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
LAD vs. SPY - Dividend Comparison
LAD's dividend yield for the trailing twelve months is around 0.58%, less than SPY's 0.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAD Lithia Motors, Inc. | 0.58% | 0.58% | 0.79% | 0.46% | 0.42% | 0.81% | 1.49% | 0.93% | 0.98% | 0.71% | 0.70% | 0.56% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
LAD vs. SPY - Drawdown Comparison
The maximum LAD drawdown since its inception was -95.17%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for LAD and SPY. For additional features, visit the drawdowns tool.
Volatility
LAD vs. SPY - Volatility Comparison
Lithia Motors, Inc. (LAD) has a higher volatility of 6.74% compared to SPDR S&P 500 ETF (SPY) at 3.72%. This indicates that LAD'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.