SCHN.SW vs. SPYG
Compare and contrast key facts about Schindler Holding AG (SCHN.SW) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCHN.SW or SPYG.
Correlation
The correlation between SCHN.SW and SPYG is 0.20, 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
SCHN.SW vs. SPYG - Performance Comparison
Key characteristics
SCHN.SW:
1.43
SPYG:
1.75
SCHN.SW:
2.08
SPYG:
2.30
SCHN.SW:
1.26
SPYG:
1.32
SCHN.SW:
0.97
SPYG:
2.47
SCHN.SW:
7.27
SPYG:
9.49
SCHN.SW:
2.97%
SPYG:
3.32%
SCHN.SW:
15.15%
SPYG:
18.02%
SCHN.SW:
-49.15%
SPYG:
-67.79%
SCHN.SW:
-3.95%
SPYG:
-0.74%
Returns By Period
In the year-to-date period, SCHN.SW achieves a 7.47% return, which is significantly higher than SPYG's 4.33% return. Over the past 10 years, SCHN.SW has underperformed SPYG with an annualized return of 7.74%, while SPYG has yielded a comparatively higher 15.22% annualized return.
SCHN.SW
7.47%
7.04%
16.16%
20.32%
5.38%
7.74%
SPYG
4.33%
0.99%
14.55%
33.05%
16.64%
15.22%
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Risk-Adjusted Performance
SCHN.SW vs. SPYG — Risk-Adjusted Performance Rank
SCHN.SW
SPYG
SCHN.SW vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schindler Holding AG (SCHN.SW) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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
SCHN.SW vs. SPYG - Dividend Comparison
SCHN.SW's dividend yield for the trailing twelve months is around 1.50%, more than SPYG's 0.58% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHN.SW Schindler Holding AG | 1.50% | 1.62% | 2.01% | 2.40% | 1.64% | 1.68% | 1.69% | 2.10% | 1.36% | 1.52% | 1.30% | 1.54% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.58% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% |
Drawdowns
SCHN.SW vs. SPYG - Drawdown Comparison
The maximum SCHN.SW drawdown since its inception was -49.15%, smaller than the maximum SPYG drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for SCHN.SW and SPYG. For additional features, visit the drawdowns tool.
Volatility
SCHN.SW vs. SPYG - Volatility Comparison
The current volatility for Schindler Holding AG (SCHN.SW) is 4.96%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 5.24%. This indicates that SCHN.SW experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.