SPY vs. SM
Compare and contrast key facts about SPDR S&P 500 ETF (SPY) and SM Energy Company (SM).
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: SPY or SM.
Correlation
The correlation between SPY and SM 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
SPY vs. SM - Performance Comparison
Key characteristics
SPY:
0.51
SM:
-0.98
SPY:
0.86
SM:
-1.43
SPY:
1.13
SM:
0.81
SPY:
0.55
SM:
-0.68
SPY:
2.26
SM:
-2.15
SPY:
4.55%
SM:
24.13%
SPY:
20.08%
SM:
53.17%
SPY:
-55.19%
SM:
-98.85%
SPY:
-9.89%
SM:
-72.04%
Returns By Period
In the year-to-date period, SPY achieves a -5.76% return, which is significantly higher than SM's -38.58% return. Over the past 10 years, SPY has outperformed SM with an annualized return of 12.16%, while SM has yielded a comparatively lower -7.85% annualized return.
SPY
-5.76%
-0.90%
-4.30%
9.72%
15.76%
12.16%
SM
-38.58%
-19.41%
-45.24%
-52.77%
67.86%
-7.85%
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Risk-Adjusted Performance
SPY vs. SM — Risk-Adjusted Performance Rank
SPY
SM
SPY vs. SM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P 500 ETF (SPY) and SM Energy Company (SM). 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
SPY vs. SM - Dividend Comparison
SPY's dividend yield for the trailing twelve months is around 1.30%, less than SM's 3.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
SPY vs. SM - Drawdown Comparison
The maximum SPY drawdown since its inception was -55.19%, smaller than the maximum SM drawdown of -98.85%. Use the drawdown chart below to compare losses from any high point for SPY and SM. For additional features, visit the drawdowns tool.
Volatility
SPY vs. SM - Volatility Comparison
The current volatility for SPDR S&P 500 ETF (SPY) is 15.12%, while SM Energy Company (SM) has a volatility of 35.41%. This indicates that SPY experiences smaller price fluctuations and is considered to be less risky than SM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.