SEVN vs. SPY
SEVN (Seven Hills Realty Trust) is a stock, while SPY (State Street SPDR S&P 500 ETF) is S&P 500 fund tracking the S&P 500 Index. Over the past 5 years, SEVN returned 4.22%/yr vs 12.81%/yr for SPY. At a 0.27 correlation, their price movements are largely independent.
Performance
SEVN vs. SPY - Performance Comparison
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Returns By Period
In the year-to-date period, SEVN achieves a -0.35% return, which is significantly lower than SPY's 9.40% return.
SEVN
- 1D
- -2.55%
- 1M
- 1.38%
- 6M
- -3.39%
- YTD
- -0.35%
- 1Y
- -17.40%
- 3Y*
- 2.38%
- 5Y*
- 4.22%
- 10Y*
- —
- ALL TIME*
- 3.64%
SPY
- 1D
- -0.16%
- 1M
- -0.62%
- 6M
- 7.86%
- YTD
- 9.40%
- 1Y
- 19.56%
- 3Y*
- 19.43%
- 5Y*
- 12.81%
- 10Y*
- 14.90%
- ALL TIME*
- 10.78%
SEVN vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SEVN Seven Hills Realty Trust | -0.35% | -24.34% | 12.15% | 61.84% | -3.75% | 2.18% | -7.99% |
SPY State Street SPDR S&P 500 ETF | 9.40% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 15.95% |
Correlation
The correlation between SEVN and SPY is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2020 | 0.27 |
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Return for Risk
SEVN vs. SPY — Risk / Return Rank
SEVN
SPY
SEVN vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Seven Hills Realty Trust (SEVN) and State Street 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SEVN | SPY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.29 | ||
| Sortino ratioReturn per unit of downside risk | -3.11 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 1.28 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | -0.79 | 2.21 | -3.00 |
| Martin ratioReturn relative to average drawdown | -1.18 | 9.59 | -10.77 |
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Drawdowns
SEVN vs. SPY - Drawdown Comparison
The maximum SEVN drawdown since its inception was -40.70%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SEVN and SPY.
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Drawdown Indicators
| SEVN | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.70% | -55.19% | +14.49% |
Max Drawdown (1Y)Largest decline over 1 year | -22.08% | -8.88% | -13.20% |
Max Drawdown (3Y)Largest decline over 3 years | -33.87% | -18.76% | -15.11% |
Max Drawdown (5Y)Largest decline over 5 years | -33.87% | -24.50% | -9.37% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.72% | — |
Current DrawdownCurrent decline from peak | -29.90% | -2.05% | -27.85% |
Average DrawdownAverage peak-to-trough decline | -12.16% | -9.02% | -3.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.86% | 2.04% | +12.82% |
Volatility
SEVN vs. SPY - Volatility Comparison
Seven Hills Realty Trust (SEVN) has a higher volatility of 11.48% compared to State Street SPDR S&P 500 ETF (SPY) at 3.45%. This indicates that SEVN'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.
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Volatility by Period
| SEVN | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.48% | 3.45% | +8.03% |
Volatility (6M)Calculated over the trailing 6-month period | 16.46% | 10.06% | +6.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.02% | 12.64% | +11.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.31% | 17.15% | +9.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.16% | 17.94% | +8.22% |
Dividends
SEVN vs. SPY - Dividend Comparison
SEVN's dividend yield for the trailing twelve months is around 17.41%, more than SPY's 1.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEVN Seven Hills Realty Trust | 17.41% | 14.16% | 10.70% | 10.82% | 11.00% | 4.34% | 1.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY State Street SPDR S&P 500 ETF | 1.01% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Frequently Asked Questions
SEVN and SPY have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SEVN has higher volatility (11.48%) compared to SPY (3.45%). In terms of maximum drawdown, SEVN dropped -40.70% vs SPY's -55.19%.
SPY currently has the higher Sharpe Ratio (1.56 vs -0.73), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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