RLY vs. SPY
Compare and contrast key facts about SPDR SSgA Multi-Asset Real Return ETF (RLY) and SPDR S&P 500 ETF (SPY).
RLY and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RLY is an actively managed fund by State Street. It was launched on Apr 25, 2012. 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: RLY or SPY.
Correlation
The correlation between RLY and SPY is 0.65, 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
RLY vs. SPY - Performance Comparison
Key characteristics
RLY:
0.29
SPY:
0.35
RLY:
0.47
SPY:
0.63
RLY:
1.07
SPY:
1.09
RLY:
0.37
SPY:
0.37
RLY:
1.21
SPY:
1.57
RLY:
3.11%
SPY:
4.39%
RLY:
12.95%
SPY:
19.96%
RLY:
-37.74%
SPY:
-55.19%
RLY:
-2.97%
SPY:
-13.72%
Returns By Period
In the year-to-date period, RLY achieves a 3.11% return, which is significantly higher than SPY's -9.77% return. Over the past 10 years, RLY has underperformed SPY with an annualized return of 4.14%, while SPY has yielded a comparatively higher 11.50% annualized return.
RLY
3.11%
-1.62%
-1.79%
2.92%
12.98%
4.14%
SPY
-9.77%
-6.51%
-9.04%
6.85%
15.30%
11.50%
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RLY vs. SPY - Expense Ratio Comparison
RLY has a 0.50% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
RLY vs. SPY — Risk-Adjusted Performance Rank
RLY
SPY
RLY vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR SSgA Multi-Asset Real Return ETF (RLY) 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
RLY vs. SPY - Dividend Comparison
RLY's dividend yield for the trailing twelve months is around 3.10%, more than SPY's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLY SPDR SSgA Multi-Asset Real Return ETF | 3.10% | 3.31% | 3.70% | 5.66% | 12.15% | 2.16% | 3.46% | 2.76% | 1.85% | 2.07% | 1.80% | 1.89% |
SPY SPDR S&P 500 ETF | 1.36% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
RLY vs. SPY - Drawdown Comparison
The maximum RLY drawdown since its inception was -37.74%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for RLY and SPY. For additional features, visit the drawdowns tool.
Volatility
RLY vs. SPY - Volatility Comparison
The current volatility for SPDR SSgA Multi-Asset Real Return ETF (RLY) is 8.90%, while SPDR S&P 500 ETF (SPY) has a volatility of 14.97%. This indicates that RLY 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.