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 0.37, 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:
0.66
SPY:
2.03
LTC:
0.99
SPY:
2.71
LTC:
1.13
SPY:
1.38
LTC:
0.47
SPY:
3.02
LTC:
3.51
SPY:
13.49
LTC:
3.49%
SPY:
1.88%
LTC:
18.49%
SPY:
12.48%
LTC:
-80.24%
SPY:
-55.19%
LTC:
-11.30%
SPY:
-3.54%
Returns By Period
In the year-to-date period, LTC achieves a 15.18% return, which is significantly lower than SPY's 24.51% return. Over the past 10 years, LTC has underperformed SPY with an annualized return of 3.46%, while SPY has yielded a comparatively higher 12.94% annualized return.
LTC
15.18%
-9.30%
6.51%
13.00%
1.30%
3.46%
SPY
24.51%
-0.32%
7.56%
24.63%
14.51%
12.94%
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Risk-Adjusted Performance
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 6.00%, more than SPY's 0.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTC LTC Properties, Inc. | 6.00% | 7.10% | 6.42% | 6.68% | 5.86% | 5.09% | 5.47% | 5.24% | 4.66% | 4.80% | 4.73% | 5.38% |
SPY SPDR S&P 500 ETF | 0.87% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
LTC vs. SPY - Drawdown Comparison
The maximum LTC drawdown since its inception was -80.24%, 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
LTC Properties, Inc. (LTC) has a higher volatility of 5.06% compared to SPDR S&P 500 ETF (SPY) at 3.61%. This indicates that LTC'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.