SM vs. SPY
Compare and contrast key facts about SM Energy Company (SM) 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: SM or SPY.
Correlation
The correlation between SM and SPY is 0.36, 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
SM vs. SPY - Performance Comparison
Key characteristics
SM:
-0.98
SPY:
0.51
SM:
-1.43
SPY:
0.86
SM:
0.81
SPY:
1.13
SM:
-0.68
SPY:
0.55
SM:
-2.15
SPY:
2.26
SM:
24.13%
SPY:
4.55%
SM:
53.17%
SPY:
20.08%
SM:
-98.85%
SPY:
-55.19%
SM:
-72.04%
SPY:
-9.89%
Returns By Period
In the year-to-date period, SM achieves a -38.58% return, which is significantly lower than SPY's -5.76% return. Over the past 10 years, SM has underperformed SPY with an annualized return of -7.73%, while SPY has yielded a comparatively higher 12.04% annualized return.
SM
-38.58%
-21.68%
-45.24%
-52.77%
69.82%
-7.73%
SPY
-5.76%
-2.90%
-4.30%
9.72%
15.64%
12.04%
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Risk-Adjusted Performance
SM vs. SPY — Risk-Adjusted Performance Rank
SM
SPY
SM vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SM Energy Company (SM) 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
SM vs. SPY - Dividend Comparison
SM's dividend yield for the trailing twelve months is around 3.32%, more than SPY's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SM SM Energy Company | 3.32% | 1.91% | 1.55% | 0.46% | 0.07% | 0.33% | 0.89% | 0.65% | 0.45% | 0.29% | 0.51% | 0.26% |
SPY SPDR S&P 500 ETF | 1.30% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
SM vs. SPY - Drawdown Comparison
The maximum SM drawdown since its inception was -98.85%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SM and SPY. For additional features, visit the drawdowns tool.
Volatility
SM vs. SPY - Volatility Comparison
SM Energy Company (SM) has a higher volatility of 35.41% compared to SPDR S&P 500 ETF (SPY) at 15.12%. This indicates that SM'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.