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:
1.10
SPY:
-0.09
RGLD:
1.49
SPY:
-0.02
RGLD:
1.21
SPY:
1.00
RGLD:
1.70
SPY:
-0.09
RGLD:
5.05
SPY:
-0.45
RGLD:
5.62%
SPY:
3.31%
RGLD:
25.77%
SPY:
15.87%
RGLD:
-96.43%
SPY:
-55.19%
RGLD:
-6.98%
SPY:
-17.32%
Returns By Period
In the year-to-date period, RGLD achieves a 18.41% return, which is significantly higher than SPY's -13.53% return. Over the past 10 years, RGLD has underperformed SPY with an annualized return of 10.55%, while SPY has yielded a comparatively higher 11.25% annualized return.
RGLD
18.41%
3.28%
12.34%
28.31%
12.03%
10.55%
SPY
-13.53%
-13.08%
-11.25%
-0.26%
17.01%
11.25%
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Risk-Adjusted Performance
RGLD vs. SPY — Risk-Adjusted Performance Rank
RGLD
SPY
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 0.80%, less than SPY's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGLD Royal Gold, Inc. | 0.80% | 1.21% | 1.24% | 1.24% | 1.14% | 1.05% | 0.87% | 1.17% | 1.17% | 1.45% | 1.81% | 1.36% |
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
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
The current volatility for Royal Gold, Inc. (RGLD) is 8.75%, while SPDR S&P 500 ETF (SPY) has a volatility of 9.29%. This indicates that RGLD 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.