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:
-0.03
SPY:
0.68
NSRGY:
0.11
SPY:
0.98
NSRGY:
1.01
SPY:
1.13
NSRGY:
-0.02
SPY:
0.95
NSRGY:
-0.05
SPY:
3.13
NSRGY:
13.66%
SPY:
3.03%
NSRGY:
21.30%
SPY:
13.89%
NSRGY:
-41.23%
SPY:
-55.19%
NSRGY:
-21.79%
SPY:
-7.62%
Returns By Period
In the year-to-date period, NSRGY achieves a 24.52% return, which is significantly higher than SPY's -3.39% return. Over the past 10 years, NSRGY has underperformed SPY with an annualized return of 5.86%, while SPY has yielded a comparatively higher 12.54% annualized return.
NSRGY
24.52%
2.97%
1.67%
0.56%
2.11%
5.86%
SPY
-3.39%
-3.01%
-0.13%
10.19%
19.68%
12.54%
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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 3.35%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSRGY Nestlé S.A. | 3.35% | 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 | 1.27% | 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
The current volatility for Nestlé S.A. (NSRGY) is 5.33%, while SPDR S&P 500 ETF (SPY) has a volatility of 5.76%. This indicates that NSRGY experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.