MARUY vs. SPY
Compare and contrast key facts about Marubeni Corp ADR (MARUY) 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: MARUY or SPY.
Correlation
The correlation between MARUY and SPY is 0.09, 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
MARUY vs. SPY - Performance Comparison
Key characteristics
MARUY:
0.04
SPY:
0.51
MARUY:
0.31
SPY:
0.86
MARUY:
1.04
SPY:
1.13
MARUY:
0.05
SPY:
0.55
MARUY:
0.08
SPY:
2.26
MARUY:
18.18%
SPY:
4.55%
MARUY:
34.18%
SPY:
20.08%
MARUY:
-71.68%
SPY:
-55.19%
MARUY:
-11.47%
SPY:
-9.89%
Returns By Period
In the year-to-date period, MARUY achieves a 16.78% return, which is significantly higher than SPY's -5.76% return. Over the past 10 years, MARUY has outperformed SPY with an annualized return of 14.45%, while SPY has yielded a comparatively lower 12.16% annualized return.
MARUY
16.78%
6.23%
15.49%
0.60%
29.96%
14.45%
SPY
-5.76%
-0.90%
-4.30%
9.72%
15.76%
12.16%
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Risk-Adjusted Performance
MARUY vs. SPY — Risk-Adjusted Performance Rank
MARUY
SPY
MARUY vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Marubeni Corp ADR (MARUY) 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
MARUY vs. SPY - Dividend Comparison
MARUY has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.30%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MARUY Marubeni Corp ADR | 0.00% | 0.00% | 0.00% | 0.00% | 4.38% | 3.96% | 4.25% | 4.52% | 3.22% | 3.20% | 3.64% | 3.82% |
SPY SPDR S&P 500 ETF | 1.30% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
MARUY vs. SPY - Drawdown Comparison
The maximum MARUY drawdown since its inception was -71.68%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for MARUY and SPY. For additional features, visit the drawdowns tool.
Volatility
MARUY vs. SPY - Volatility Comparison
Marubeni Corp ADR (MARUY) has a higher volatility of 16.12% compared to SPDR S&P 500 ETF (SPY) at 15.12%. This indicates that MARUY'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.