RBGLY vs. SPY
Compare and contrast key facts about Reckitt Benckiser Group plc (RBGLY) 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: RBGLY or SPY.
Correlation
The correlation between RBGLY and SPY is 0.24, 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
RBGLY vs. SPY - Performance Comparison
Key characteristics
RBGLY:
0.79
SPY:
0.54
RBGLY:
1.20
SPY:
0.90
RBGLY:
1.17
SPY:
1.13
RBGLY:
0.50
SPY:
0.57
RBGLY:
4.46
SPY:
2.24
RBGLY:
4.76%
SPY:
4.82%
RBGLY:
25.76%
SPY:
20.02%
RBGLY:
-43.80%
SPY:
-55.19%
RBGLY:
-25.05%
SPY:
-7.53%
Returns By Period
In the year-to-date period, RBGLY achieves a 10.54% return, which is significantly higher than SPY's -3.30% return. Over the past 10 years, RBGLY has underperformed SPY with an annualized return of -0.31%, while SPY has yielded a comparatively higher 12.33% annualized return.
RBGLY
10.54%
5.96%
7.68%
20.13%
-1.36%
-0.31%
SPY
-3.30%
13.81%
-4.52%
10.65%
15.81%
12.33%
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Risk-Adjusted Performance
RBGLY vs. SPY — Risk-Adjusted Performance Rank
RBGLY
SPY
RBGLY vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Reckitt Benckiser Group plc (RBGLY) 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
RBGLY vs. SPY - Dividend Comparison
RBGLY's dividend yield for the trailing twelve months is around 4.01%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RBGLY Reckitt Benckiser Group plc | 4.01% | 4.15% | 3.35% | 3.20% | 2.80% | 2.49% | 2.72% | 2.99% | 2.19% | 2.40% | 2.15% | 2.75% |
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
RBGLY vs. SPY - Drawdown Comparison
The maximum RBGLY drawdown since its inception was -43.80%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for RBGLY and SPY. For additional features, visit the drawdowns tool.
Volatility
RBGLY vs. SPY - Volatility Comparison
The current volatility for Reckitt Benckiser Group plc (RBGLY) is 10.88%, while SPDR S&P 500 ETF (SPY) has a volatility of 12.36%. This indicates that RBGLY 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.