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.
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.
Performance
SPY vs. SM - Performance Comparison
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Key characteristics
SPY:
0.70
SM:
-0.94
SPY:
1.02
SM:
-1.35
SPY:
1.15
SM:
0.82
SPY:
0.68
SM:
-0.67
SPY:
2.57
SM:
-1.80
SPY:
4.93%
SM:
28.38%
SPY:
20.42%
SM:
54.82%
SPY:
-55.19%
SM:
-98.85%
SPY:
-3.55%
SM:
-72.11%
Returns By Period
In the year-to-date period, SPY achieves a 0.87% return, which is significantly higher than SM's -38.73% return. Over the past 10 years, SPY has outperformed SM with an annualized return of 12.73%, while SM has yielded a comparatively lower -6.99% annualized return.
SPY
0.87%
3.99%
-1.56%
13.18%
14.25%
15.81%
12.73%
SM
-38.73%
2.63%
-47.45%
-52.51%
-20.05%
47.85%
-6.99%
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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.
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Dividends
SPY vs. SM - Dividend Comparison
SPY's dividend yield for the trailing twelve months is around 1.22%, less than SM's 3.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF | 1.22% | 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 | 3.33% | 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.
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Volatility
SPY vs. SM - Volatility Comparison
The current volatility for SPDR S&P 500 ETF (SPY) is 4.86%, while SM Energy Company (SM) has a volatility of 16.42%. 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.
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