OPXS vs. SPY
Compare and contrast key facts about Optex Systems Holdings Inc. Common Stock (OPXS) 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: OPXS or SPY.
Correlation
The correlation between OPXS and SPY is 0.06, 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
OPXS vs. SPY - Performance Comparison
Key characteristics
OPXS:
0.22
SPY:
1.82
OPXS:
0.73
SPY:
2.45
OPXS:
1.09
SPY:
1.33
OPXS:
0.12
SPY:
2.76
OPXS:
0.78
SPY:
11.44
OPXS:
14.72%
SPY:
2.03%
OPXS:
50.67%
SPY:
12.74%
OPXS:
-99.87%
SPY:
-55.19%
OPXS:
-98.44%
SPY:
-1.47%
Returns By Period
In the year-to-date period, OPXS achieves a -4.50% return, which is significantly lower than SPY's 2.51% return. Over the past 10 years, OPXS has underperformed SPY with an annualized return of -3.95%, while SPY has yielded a comparatively higher 13.24% annualized return.
OPXS
-4.50%
-1.93%
-13.58%
7.75%
22.73%
-3.95%
SPY
2.51%
1.91%
13.44%
22.11%
14.33%
13.24%
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Risk-Adjusted Performance
OPXS vs. SPY — Risk-Adjusted Performance Rank
OPXS
SPY
OPXS vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Optex Systems Holdings Inc. Common Stock (OPXS) 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
OPXS vs. SPY - Dividend Comparison
OPXS has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.18%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPXS Optex Systems Holdings Inc. Common Stock | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 3.05% | 5.45% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
OPXS vs. SPY - Drawdown Comparison
The maximum OPXS drawdown since its inception was -99.87%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for OPXS and SPY. For additional features, visit the drawdowns tool.
Volatility
OPXS vs. SPY - Volatility Comparison
Optex Systems Holdings Inc. Common Stock (OPXS) has a higher volatility of 10.37% compared to SPDR S&P 500 ETF (SPY) at 3.78%. This indicates that OPXS'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.