SHAK vs. SPY
Compare and contrast key facts about Shake Shack Inc. (SHAK) 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: SHAK or SPY.
Correlation
The correlation between SHAK and SPY is 0.42, 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
SHAK vs. SPY - Performance Comparison
Key characteristics
SHAK:
1.59
SPY:
1.88
SHAK:
2.82
SPY:
2.51
SHAK:
1.32
SPY:
1.35
SHAK:
1.52
SPY:
2.83
SHAK:
7.68
SPY:
11.89
SHAK:
9.90%
SPY:
2.00%
SHAK:
47.92%
SPY:
12.69%
SHAK:
-70.89%
SPY:
-55.19%
SHAK:
-14.43%
SPY:
-3.89%
Returns By Period
In the year-to-date period, SHAK achieves a -8.53% return, which is significantly lower than SPY's -0.66% return.
SHAK
-8.53%
-9.77%
34.97%
80.17%
11.06%
N/A
SPY
-0.66%
-3.32%
3.73%
23.70%
13.73%
13.18%
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Risk-Adjusted Performance
SHAK vs. SPY — Risk-Adjusted Performance Rank
SHAK
SPY
SHAK vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Shake Shack Inc. (SHAK) 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
SHAK vs. SPY - Dividend Comparison
SHAK has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.21%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHAK Shake Shack Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.21% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
SHAK vs. SPY - Drawdown Comparison
The maximum SHAK drawdown since its inception was -70.89%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SHAK and SPY. For additional features, visit the drawdowns tool.
Volatility
SHAK vs. SPY - Volatility Comparison
Shake Shack Inc. (SHAK) has a higher volatility of 9.42% compared to SPDR S&P 500 ETF (SPY) at 4.61%. This indicates that SHAK'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.