SCM vs. SPY
Compare and contrast key facts about Stellus Capital Investment Corporation (SCM) 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: SCM or SPY.
Correlation
The correlation between SCM and SPY is 0.32, 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
SCM vs. SPY - Performance Comparison
Key characteristics
SCM:
2.56
SPY:
1.75
SCM:
3.47
SPY:
2.36
SCM:
1.47
SPY:
1.32
SCM:
3.30
SPY:
2.66
SCM:
15.02
SPY:
11.01
SCM:
2.18%
SPY:
2.03%
SCM:
12.84%
SPY:
12.77%
SCM:
-66.06%
SPY:
-55.19%
SCM:
-0.26%
SPY:
-2.12%
Returns By Period
In the year-to-date period, SCM achieves a 12.85% return, which is significantly higher than SPY's 2.36% return. Over the past 10 years, SCM has outperformed SPY with an annualized return of 13.82%, while SPY has yielded a comparatively lower 12.96% annualized return.
SCM
12.85%
6.95%
17.75%
33.92%
12.59%
13.82%
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
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Risk-Adjusted Performance
SCM vs. SPY — Risk-Adjusted Performance Rank
SCM
SPY
SCM vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Stellus Capital Investment Corporation (SCM) 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
SCM vs. SPY - Dividend Comparison
SCM's dividend yield for the trailing twelve months is around 10.37%, more than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCM Stellus Capital Investment Corporation | 10.37% | 11.60% | 12.42% | 11.63% | 8.27% | 10.56% | 9.53% | 10.47% | 10.32% | 11.24% | 14.07% | 12.06% |
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
SCM vs. SPY - Drawdown Comparison
The maximum SCM drawdown since its inception was -66.06%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SCM and SPY. For additional features, visit the drawdowns tool.
Volatility
SCM vs. SPY - Volatility Comparison
Stellus Capital Investment Corporation (SCM) and SPDR S&P 500 ETF (SPY) have volatilities of 3.37% and 3.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.