POWL vs. SPY
Compare and contrast key facts about Powell Industries, Inc. (POWL) 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: POWL or SPY.
Correlation
The correlation between POWL and SPY is 0.32, 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
POWL vs. SPY - Performance Comparison
Key characteristics
POWL:
0.27
SPY:
-0.09
POWL:
1.06
SPY:
-0.02
POWL:
1.13
SPY:
1.00
POWL:
0.41
SPY:
-0.09
POWL:
0.84
SPY:
-0.45
POWL:
27.23%
SPY:
3.31%
POWL:
82.93%
SPY:
15.87%
POWL:
-73.09%
SPY:
-55.19%
POWL:
-53.23%
SPY:
-17.32%
Returns By Period
In the year-to-date period, POWL achieves a -25.71% return, which is significantly lower than SPY's -13.53% return. Over the past 10 years, POWL has outperformed SPY with an annualized return of 20.45%, while SPY has yielded a comparatively lower 11.17% annualized return.
POWL
-25.71%
0.98%
-32.18%
19.62%
53.21%
20.45%
SPY
-13.53%
-12.00%
-11.25%
-1.30%
15.50%
11.17%
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Risk-Adjusted Performance
POWL vs. SPY — Risk-Adjusted Performance Rank
POWL
SPY
POWL vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Powell Industries, Inc. (POWL) 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
POWL vs. SPY - Dividend Comparison
POWL's dividend yield for the trailing twelve months is around 0.65%, less than SPY's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POWL Powell Industries, Inc. | 0.65% | 0.48% | 1.19% | 2.96% | 3.53% | 3.53% | 2.12% | 4.16% | 3.63% | 2.67% | 4.00% | 2.06% |
SPY SPDR S&P 500 ETF | 1.42% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
POWL vs. SPY - Drawdown Comparison
The maximum POWL drawdown since its inception was -73.09%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for POWL and SPY. For additional features, visit the drawdowns tool.
Volatility
POWL vs. SPY - Volatility Comparison
Powell Industries, Inc. (POWL) has a higher volatility of 15.76% compared to SPDR S&P 500 ETF (SPY) at 9.29%. This indicates that POWL'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.