SMR vs. SPY
Compare and contrast key facts about Nuscale Power Corp (SMR) 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: SMR or SPY.
Correlation
The correlation between SMR and SPY is 0.32, 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
SMR vs. SPY - Performance Comparison
Key characteristics
SMR:
2.08
SPY:
0.61
SMR:
2.89
SPY:
0.89
SMR:
1.32
SPY:
1.12
SMR:
3.80
SPY:
0.84
SMR:
9.40
SPY:
2.86
SMR:
27.64%
SPY:
2.96%
SMR:
119.42%
SPY:
13.89%
SMR:
-87.47%
SPY:
-55.19%
SMR:
-50.45%
SPY:
-9.07%
Returns By Period
In the year-to-date period, SMR achieves a -16.51% return, which is significantly lower than SPY's -4.91% return.
SMR
-16.51%
-12.91%
19.28%
181.92%
N/A
N/A
SPY
-4.91%
-6.20%
-2.15%
7.58%
18.40%
12.37%
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Risk-Adjusted Performance
SMR vs. SPY — Risk-Adjusted Performance Rank
SMR
SPY
SMR vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuscale Power Corp (SMR) 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
SMR vs. SPY - Dividend Comparison
SMR has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.29%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMR Nuscale Power Corp | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.29% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
SMR vs. SPY - Drawdown Comparison
The maximum SMR drawdown since its inception was -87.47%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SMR and SPY. For additional features, visit the drawdowns tool.
Volatility
SMR vs. SPY - Volatility Comparison
Nuscale Power Corp (SMR) has a higher volatility of 32.75% compared to SPDR S&P 500 ETF (SPY) at 6.20%. This indicates that SMR'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.