RELX vs. SPY
Compare and contrast key facts about RELX PLC (RELX) 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: RELX or SPY.
Correlation
The correlation between RELX and SPY is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RELX vs. SPY - Performance Comparison
Key characteristics
RELX:
1.25
SPY:
2.20
RELX:
1.81
SPY:
2.92
RELX:
1.22
SPY:
1.41
RELX:
2.35
SPY:
3.35
RELX:
5.82
SPY:
14.01
RELX:
3.64%
SPY:
2.01%
RELX:
16.98%
SPY:
12.76%
RELX:
-55.06%
SPY:
-55.19%
RELX:
0.00%
SPY:
-0.45%
Returns By Period
In the year-to-date period, RELX achieves a 9.09% return, which is significantly higher than SPY's 2.90% return. Both investments have delivered pretty close results over the past 10 years, with RELX having a 13.85% annualized return and SPY not far behind at 13.39%.
RELX
9.09%
8.97%
9.82%
21.44%
16.08%
13.85%
SPY
2.90%
2.01%
9.60%
26.34%
14.48%
13.39%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
RELX vs. SPY — Risk-Adjusted Performance Rank
RELX
SPY
RELX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RELX PLC (RELX) 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
RELX vs. SPY - Dividend Comparison
RELX's dividend yield for the trailing twelve months is around 1.53%, more than SPY's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RELX RELX PLC | 1.53% | 1.67% | 1.73% | 2.42% | 2.05% | 2.39% | 2.20% | 2.69% | 1.99% | 2.48% | 3.64% | 3.96% |
SPY SPDR S&P 500 ETF | 1.17% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
RELX vs. SPY - Drawdown Comparison
The maximum RELX drawdown since its inception was -55.06%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for RELX and SPY. For additional features, visit the drawdowns tool.
Volatility
RELX vs. SPY - Volatility Comparison
RELX PLC (RELX) and SPDR S&P 500 ETF (SPY) have volatilities of 5.16% and 5.17%, 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.