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:
0.19
SPY:
1.72
SM:
0.51
SPY:
2.33
SM:
1.07
SPY:
1.32
SM:
0.13
SPY:
2.61
SM:
0.46
SPY:
10.82
SM:
15.78%
SPY:
2.03%
SM:
38.31%
SPY:
12.75%
SM:
-98.85%
SPY:
-55.19%
SM:
-54.08%
SPY:
-1.05%
Returns By Period
In the year-to-date period, SM achieves a 0.88% return, which is significantly lower than SPY's 2.95% return. Over the past 10 years, SM has underperformed SPY with an annualized return of -1.40%, while SPY has yielded a comparatively higher 13.13% annualized return.
SM
0.88%
-10.57%
-12.63%
5.85%
36.24%
-1.40%
SPY
2.95%
3.78%
11.68%
23.68%
14.09%
13.13%
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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 1.95%, more than SPY's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SM SM Energy Company | 1.95% | 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 | 1.17% | 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 10.68% compared to SPDR S&P 500 ETF (SPY) at 3.45%. 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.