RGLD vs. SPY
Compare and contrast key facts about Royal Gold, Inc. (RGLD) 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: RGLD or SPY.
Correlation
The correlation between RGLD and SPY is 0.13, 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
RGLD vs. SPY - Performance Comparison
Key characteristics
RGLD:
0.47
SPY:
2.17
RGLD:
0.82
SPY:
2.88
RGLD:
1.10
SPY:
1.41
RGLD:
0.44
SPY:
3.19
RGLD:
2.04
SPY:
14.10
RGLD:
6.23%
SPY:
1.90%
RGLD:
27.17%
SPY:
12.39%
RGLD:
-96.43%
SPY:
-55.19%
RGLD:
-13.26%
SPY:
-3.19%
Returns By Period
In the year-to-date period, RGLD achieves a 12.03% return, which is significantly lower than SPY's 24.97% return. Over the past 10 years, RGLD has underperformed SPY with an annualized return of 9.63%, while SPY has yielded a comparatively higher 12.92% annualized return.
RGLD
12.03%
-9.95%
7.82%
11.23%
4.38%
9.63%
SPY
24.97%
-0.32%
8.25%
26.85%
14.57%
12.92%
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Risk-Adjusted Performance
RGLD vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Royal Gold, Inc. (RGLD) 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
RGLD vs. SPY - Dividend Comparison
RGLD's dividend yield for the trailing twelve months is around 1.20%, more than SPY's 0.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGLD Royal Gold, Inc. | 1.20% | 1.24% | 1.24% | 1.14% | 1.05% | 0.87% | 1.17% | 1.17% | 1.45% | 1.81% | 1.36% | 2.19% |
SPY SPDR S&P 500 ETF | 0.87% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
RGLD vs. SPY - Drawdown Comparison
The maximum RGLD drawdown since its inception was -96.43%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for RGLD and SPY. For additional features, visit the drawdowns tool.
Volatility
RGLD vs. SPY - Volatility Comparison
Royal Gold, Inc. (RGLD) has a higher volatility of 9.26% compared to SPDR S&P 500 ETF (SPY) at 3.64%. This indicates that RGLD'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.