SAH vs. SPY
Compare and contrast key facts about Sonic Automotive, Inc. (SAH) 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: SAH or SPY.
Correlation
The correlation between SAH and SPY is 0.45, 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
SAH vs. SPY - Performance Comparison
Key characteristics
SAH:
0.84
SPY:
1.97
SAH:
1.56
SPY:
2.64
SAH:
1.17
SPY:
1.36
SAH:
1.59
SPY:
2.97
SAH:
3.87
SPY:
12.34
SAH:
7.92%
SPY:
2.03%
SAH:
36.34%
SPY:
12.68%
SAH:
-97.17%
SPY:
-55.19%
SAH:
-2.38%
SPY:
-0.01%
Returns By Period
In the year-to-date period, SAH achieves a 15.94% return, which is significantly higher than SPY's 4.03% return. Both investments have delivered pretty close results over the past 10 years, with SAH having a 12.66% annualized return and SPY not far ahead at 13.24%.
SAH
15.94%
7.52%
22.05%
42.49%
21.14%
12.66%
SPY
4.03%
2.03%
10.70%
23.63%
14.37%
13.24%
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Risk-Adjusted Performance
SAH vs. SPY — Risk-Adjusted Performance Rank
SAH
SPY
SAH vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sonic Automotive, Inc. (SAH) 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
SAH vs. SPY - Dividend Comparison
SAH's dividend yield for the trailing twelve months is around 1.70%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAH Sonic Automotive, Inc. | 1.70% | 1.97% | 2.06% | 2.09% | 0.93% | 1.04% | 1.29% | 1.74% | 1.08% | 0.87% | 0.50% | 0.37% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
SAH vs. SPY - Drawdown Comparison
The maximum SAH drawdown since its inception was -97.17%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SAH and SPY. For additional features, visit the drawdowns tool.
Volatility
SAH vs. SPY - Volatility Comparison
Sonic Automotive, Inc. (SAH) has a higher volatility of 9.23% compared to SPDR S&P 500 ETF (SPY) at 3.15%. This indicates that SAH'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.