LZB vs. SPY
Compare and contrast key facts about La-Z-Boy Incorporated (LZB) 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: LZB or SPY.
Correlation
The correlation between LZB and SPY is 0.46, 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
LZB vs. SPY - Performance Comparison
Key characteristics
LZB:
0.56
SPY:
1.88
LZB:
1.15
SPY:
2.53
LZB:
1.13
SPY:
1.35
LZB:
0.85
SPY:
2.83
LZB:
2.99
SPY:
11.74
LZB:
6.56%
SPY:
2.02%
LZB:
35.35%
SPY:
12.64%
LZB:
-97.65%
SPY:
-55.19%
LZB:
-7.16%
SPY:
-0.42%
Returns By Period
In the year-to-date period, LZB achieves a 2.32% return, which is significantly lower than SPY's 4.15% return. Over the past 10 years, LZB has underperformed SPY with an annualized return of 7.69%, while SPY has yielded a comparatively higher 13.18% annualized return.
LZB
2.32%
-1.91%
13.90%
26.09%
8.07%
7.69%
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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Risk-Adjusted Performance
LZB vs. SPY — Risk-Adjusted Performance Rank
LZB
SPY
LZB vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for La-Z-Boy Incorporated (LZB) 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
LZB vs. SPY - Dividend Comparison
LZB's dividend yield for the trailing twelve months is around 1.84%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LZB La-Z-Boy Incorporated | 1.84% | 1.88% | 2.02% | 2.97% | 1.69% | 0.88% | 1.68% | 1.77% | 1.44% | 1.32% | 1.39% | 0.97% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
LZB vs. SPY - Drawdown Comparison
The maximum LZB drawdown since its inception was -97.65%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for LZB and SPY. For additional features, visit the drawdowns tool.
Volatility
LZB vs. SPY - Volatility Comparison
La-Z-Boy Incorporated (LZB) has a higher volatility of 11.98% compared to SPDR S&P 500 ETF (SPY) at 2.93%. This indicates that LZB'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.