SPG vs. NVS
Compare and contrast key facts about Simon Property Group, Inc. (SPG) and Novartis AG (NVS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPG or NVS.
Correlation
The correlation between SPG and NVS is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SPG vs. NVS - Performance Comparison
Key characteristics
SPG:
0.55
NVS:
1.01
SPG:
0.89
NVS:
1.43
SPG:
1.12
NVS:
1.20
SPG:
0.60
NVS:
0.97
SPG:
2.32
NVS:
2.11
SPG:
6.25%
NVS:
9.21%
SPG:
26.55%
NVS:
19.17%
SPG:
-77.00%
NVS:
-41.72%
SPG:
-15.54%
NVS:
-3.90%
Fundamentals
SPG:
$58.88B
NVS:
$219.57B
SPG:
$7.27
NVS:
$5.87
SPG:
21.49
NVS:
18.94
SPG:
4.44
NVS:
1.30
SPG:
9.87
NVS:
4.25
SPG:
17.24
NVS:
4.99
SPG:
$4.52B
NVS:
$39.24B
SPG:
$3.48B
NVS:
$29.47B
SPG:
$3.32B
NVS:
$16.05B
Returns By Period
In the year-to-date period, SPG achieves a -7.90% return, which is significantly lower than NVS's 19.39% return. Over the past 10 years, SPG has underperformed NVS with an annualized return of 3.20%, while NVS has yielded a comparatively higher 6.70% annualized return.
SPG
-7.90%
-7.00%
-5.91%
15.33%
32.28%
3.20%
NVS
19.39%
1.82%
2.10%
17.28%
10.29%
6.70%
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Risk-Adjusted Performance
SPG vs. NVS — Risk-Adjusted Performance Rank
SPG
NVS
SPG vs. NVS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Simon Property Group, Inc. (SPG) and Novartis AG (NVS). 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
SPG vs. NVS - Dividend Comparison
SPG's dividend yield for the trailing twelve months is around 5.27%, more than NVS's 3.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPG Simon Property Group, Inc. | 5.27% | 4.70% | 5.22% | 5.87% | 3.66% | 7.04% | 5.57% | 4.70% | 4.16% | 3.66% | 3.11% | 2.74% |
NVS Novartis AG | 3.56% | 3.84% | 3.44% | 3.91% | 4.08% | 3.40% | 2.87% | 3.72% | 3.50% | 4.06% | 3.51% | 3.14% |
Drawdowns
SPG vs. NVS - Drawdown Comparison
The maximum SPG drawdown since its inception was -77.00%, which is greater than NVS's maximum drawdown of -41.72%. Use the drawdown chart below to compare losses from any high point for SPG and NVS. For additional features, visit the drawdowns tool.
Volatility
SPG vs. NVS - Volatility Comparison
Simon Property Group, Inc. (SPG) has a higher volatility of 16.61% compared to Novartis AG (NVS) at 9.15%. This indicates that SPG's price experiences larger fluctuations and is considered to be riskier than NVS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SPG vs. NVS - Financials Comparison
This section allows you to compare key financial metrics between Simon Property Group, Inc. and Novartis AG. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities