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:
1.48
SPY:
1.75
RGLD:
2.07
SPY:
2.36
RGLD:
1.26
SPY:
1.32
RGLD:
1.38
SPY:
2.66
RGLD:
7.13
SPY:
11.01
RGLD:
5.64%
SPY:
2.03%
RGLD:
27.15%
SPY:
12.77%
RGLD:
-96.43%
SPY:
-55.19%
RGLD:
-3.45%
SPY:
-2.12%
Returns By Period
In the year-to-date period, RGLD achieves a 12.97% return, which is significantly higher than SPY's 2.36% return. Over the past 10 years, RGLD has underperformed SPY with an annualized return of 9.23%, while SPY has yielded a comparatively higher 12.96% annualized return.
RGLD
12.97%
7.04%
5.83%
44.26%
7.67%
9.23%
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
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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 1.11%, less than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGLD Royal Gold, Inc. | 1.11% | 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 | 1.18% | 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
Royal Gold, Inc. (RGLD) has a higher volatility of 8.70% compared to SPDR S&P 500 ETF (SPY) at 3.38%. 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.