MITSY vs. SPY
Compare and contrast key facts about Mitsui & Company Ltd (MITSY) 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: MITSY or SPY.
Correlation
The correlation between MITSY and SPY is 0.12, 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
MITSY vs. SPY - Performance Comparison
Key characteristics
MITSY:
0.47
SPY:
2.01
MITSY:
0.81
SPY:
2.70
MITSY:
1.11
SPY:
1.37
MITSY:
0.45
SPY:
3.01
MITSY:
0.95
SPY:
13.11
MITSY:
15.24%
SPY:
1.93%
MITSY:
30.82%
SPY:
12.56%
MITSY:
-72.08%
SPY:
-55.19%
MITSY:
-21.14%
SPY:
-3.49%
Returns By Period
In the year-to-date period, MITSY achieves a 1.49% return, which is significantly higher than SPY's -0.25% return. Over the past 10 years, MITSY has outperformed SPY with an annualized return of 19.53%, while SPY has yielded a comparatively lower 13.21% annualized return.
MITSY
1.49%
-4.09%
-9.47%
15.89%
23.96%
19.53%
SPY
-0.25%
-2.87%
6.70%
26.31%
14.40%
13.21%
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Risk-Adjusted Performance
MITSY vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mitsui & Company Ltd (MITSY) 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
MITSY vs. SPY - Dividend Comparison
MITSY's dividend yield for the trailing twelve months is around 1.26%, more than SPY's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MITSY Mitsui & Company Ltd | 1.26% | 1.28% | 2.93% | 3.16% | 3.40% | 8.26% | 8.26% | 9.31% | 6.57% | 7.62% | 8.62% | 8.90% |
SPY SPDR S&P 500 ETF | 1.21% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
MITSY vs. SPY - Drawdown Comparison
The maximum MITSY drawdown since its inception was -72.08%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for MITSY and SPY. For additional features, visit the drawdowns tool.
Volatility
MITSY vs. SPY - Volatility Comparison
Mitsui & Company Ltd (MITSY) has a higher volatility of 6.84% compared to SPDR S&P 500 ETF (SPY) at 4.15%. This indicates that MITSY'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.