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:
1.88
SPY:
0.51
RGLD:
2.38
SPY:
0.86
RGLD:
1.33
SPY:
1.13
RGLD:
3.20
SPY:
0.55
RGLD:
8.97
SPY:
2.26
RGLD:
5.61%
SPY:
4.55%
RGLD:
26.82%
SPY:
20.08%
RGLD:
-96.43%
SPY:
-55.19%
RGLD:
-4.07%
SPY:
-9.89%
Returns By Period
In the year-to-date period, RGLD achieves a 36.48% return, which is significantly higher than SPY's -5.76% return. Both investments have delivered pretty close results over the past 10 years, with RGLD having a 12.13% annualized return and SPY not far behind at 11.99%.
RGLD
36.48%
12.56%
19.70%
45.77%
8.68%
12.13%
SPY
-5.76%
-3.16%
-4.30%
10.76%
15.96%
11.99%
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
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 0.95%, less than SPY's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGLD Royal Gold, Inc. | 0.95% | 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 | 1.30% | 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 12.21%, while SPDR S&P 500 ETF (SPY) has a volatility of 15.12%. 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.