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:
1.91
SM:
0.12
SPY:
2.57
SM:
0.42
SPY:
1.35
SM:
1.05
SPY:
2.88
SM:
0.08
SPY:
11.96
SM:
0.29
SPY:
2.03%
SM:
16.02%
SPY:
12.68%
SM:
38.11%
SPY:
-55.19%
SM:
-98.85%
SPY:
0.00%
SM:
-54.42%
Returns By Period
In the year-to-date period, SPY achieves a 4.34% return, which is significantly higher than SM's 0.12% return. Over the past 10 years, SPY has outperformed SM with an annualized return of 13.21%, while SM has yielded a comparatively lower -1.20% annualized return.
SPY
4.34%
2.33%
10.15%
23.99%
14.44%
13.21%
SM
0.12%
-10.19%
-11.71%
-0.62%
35.97%
-1.20%
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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 1.16%, less than SM's 1.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF | 1.16% | 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 | 1.97% | 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 3.13%, while SM Energy Company (SM) has a volatility of 10.41%. 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.