NSRGY vs. SPY
Compare and contrast key facts about Nestlé S.A. (NSRGY) 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: NSRGY or SPY.
Correlation
The correlation between NSRGY and SPY is 0.34, 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
NSRGY vs. SPY - Performance Comparison
Key characteristics
NSRGY:
-1.34
SPY:
2.05
NSRGY:
-1.93
SPY:
2.73
NSRGY:
0.77
SPY:
1.38
NSRGY:
-0.69
SPY:
3.11
NSRGY:
-2.00
SPY:
13.02
NSRGY:
13.08%
SPY:
2.01%
NSRGY:
19.60%
SPY:
12.77%
NSRGY:
-41.23%
SPY:
-55.19%
NSRGY:
-37.42%
SPY:
-2.33%
Returns By Period
In the year-to-date period, NSRGY achieves a -0.37% return, which is significantly lower than SPY's 0.95% return. Over the past 10 years, NSRGY has underperformed SPY with an annualized return of 3.59%, while SPY has yielded a comparatively higher 13.35% annualized return.
NSRGY
-0.37%
-2.81%
-23.08%
-25.67%
-3.34%
3.59%
SPY
0.95%
-1.76%
7.74%
26.88%
14.01%
13.35%
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Risk-Adjusted Performance
NSRGY vs. SPY — Risk-Adjusted Performance Rank
NSRGY
SPY
NSRGY vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nestlé S.A. (NSRGY) 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
NSRGY vs. SPY - Dividend Comparison
NSRGY's dividend yield for the trailing twelve months is around 4.19%, more than SPY's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSRGY Nestlé S.A. | 4.19% | 4.17% | 2.76% | 2.64% | 2.18% | 2.34% | 2.24% | 3.12% | 2.68% | 3.16% | 3.11% | 3.32% |
SPY SPDR S&P 500 ETF | 1.19% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
NSRGY vs. SPY - Drawdown Comparison
The maximum NSRGY drawdown since its inception was -41.23%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for NSRGY and SPY. For additional features, visit the drawdowns tool.
Volatility
NSRGY vs. SPY - Volatility Comparison
Nestlé S.A. (NSRGY) and SPDR S&P 500 ETF (SPY) have volatilities of 4.79% and 5.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.