LTC vs. SPY
Compare and contrast key facts about LTC Properties, Inc. (LTC) 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: LTC or SPY.
Correlation
The correlation between LTC and SPY is 0.38, 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
LTC vs. SPY - Performance Comparison
Key characteristics
LTC:
0.97
SPY:
0.54
LTC:
1.42
SPY:
0.89
LTC:
1.18
SPY:
1.13
LTC:
0.91
SPY:
0.58
LTC:
2.79
SPY:
2.39
LTC:
6.68%
SPY:
4.51%
LTC:
19.14%
SPY:
20.07%
LTC:
-77.47%
SPY:
-55.19%
LTC:
-6.99%
SPY:
-10.54%
Returns By Period
In the year-to-date period, LTC achieves a 5.07% return, which is significantly higher than SPY's -6.44% return. Over the past 10 years, LTC has underperformed SPY with an annualized return of 3.50%, while SPY has yielded a comparatively higher 11.95% annualized return.
LTC
5.07%
2.53%
2.49%
17.52%
8.88%
3.50%
SPY
-6.44%
-5.00%
-5.02%
9.54%
15.80%
11.95%
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Risk-Adjusted Performance
LTC vs. SPY — Risk-Adjusted Performance Rank
LTC
SPY
LTC vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LTC Properties, Inc. (LTC) 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
LTC vs. SPY - Dividend Comparison
LTC's dividend yield for the trailing twelve months is around 6.42%, more than SPY's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTC LTC Properties, Inc. | 6.42% | 6.60% | 7.10% | 6.42% | 6.68% | 5.86% | 5.09% | 5.47% | 5.24% | 4.66% | 4.80% | 4.73% |
SPY SPDR S&P 500 ETF | 1.31% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
LTC vs. SPY - Drawdown Comparison
The maximum LTC drawdown since its inception was -77.47%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for LTC and SPY. For additional features, visit the drawdowns tool.
Volatility
LTC vs. SPY - Volatility Comparison
The current volatility for LTC Properties, Inc. (LTC) is 6.95%, while SPDR S&P 500 ETF (SPY) has a volatility of 15.13%. This indicates that LTC 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.