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:
1.31
SPY:
2.21
SCM:
1.88
SPY:
2.93
SCM:
1.25
SPY:
1.41
SCM:
1.46
SPY:
3.26
SCM:
7.12
SPY:
14.43
SCM:
2.48%
SPY:
1.90%
SCM:
13.47%
SPY:
12.41%
SCM:
-66.06%
SPY:
-55.19%
SCM:
-4.48%
SPY:
-2.74%
Returns By Period
In the year-to-date period, SCM achieves a 16.30% return, which is significantly lower than SPY's 25.54% return. Both investments have delivered pretty close results over the past 10 years, with SCM having a 12.53% annualized return and SPY not far ahead at 12.97%.
SCM
16.30%
-2.16%
3.46%
18.14%
10.13%
12.53%
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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Risk-Adjusted Performance
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 10.89%, more than SPY's 0.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCM Stellus Capital Investment Corporation | 10.89% | 12.42% | 11.63% | 8.27% | 10.56% | 9.53% | 10.47% | 10.32% | 11.24% | 14.07% | 12.06% | 9.06% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
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) has a higher volatility of 4.39% compared to SPDR S&P 500 ETF (SPY) at 3.72%. This indicates that SCM'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.