Correlation
The correlation between SPY and AAPL is 0.53, 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.
SPY vs. AAPL
Compare and contrast key facts about SPDR S&P 500 ETF (SPY) and Apple Inc (AAPL).
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 AAPL.
Performance
SPY vs. AAPL - Performance Comparison
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Key characteristics
SPY:
0.70
AAPL:
0.17
SPY:
1.02
AAPL:
0.51
SPY:
1.15
AAPL:
1.07
SPY:
0.68
AAPL:
0.19
SPY:
2.57
AAPL:
0.57
SPY:
4.93%
AAPL:
10.94%
SPY:
20.42%
AAPL:
33.11%
SPY:
-55.19%
AAPL:
-81.80%
SPY:
-3.55%
AAPL:
-22.27%
Returns By Period
In the year-to-date period, SPY achieves a 0.87% return, which is significantly higher than AAPL's -19.60% return. Over the past 10 years, SPY has underperformed AAPL with an annualized return of 12.73%, while AAPL has yielded a comparatively higher 21.31% annualized return.
SPY
0.87%
6.28%
-1.56%
14.21%
14.25%
15.81%
12.73%
AAPL
-19.60%
-5.36%
-15.17%
5.49%
11.09%
21.05%
21.31%
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Risk-Adjusted Performance
SPY vs. AAPL — Risk-Adjusted Performance Rank
SPY
AAPL
SPY vs. AAPL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P 500 ETF (SPY) and Apple Inc (AAPL). 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. AAPL - Dividend Comparison
SPY's dividend yield for the trailing twelve months is around 1.22%, more than AAPL's 0.50% 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% |
AAPL Apple Inc | 0.50% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
Drawdowns
SPY vs. AAPL - Drawdown Comparison
The maximum SPY drawdown since its inception was -55.19%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for SPY and AAPL.
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Volatility
SPY vs. AAPL - Volatility Comparison
The current volatility for SPDR S&P 500 ETF (SPY) is 4.86%, while Apple Inc (AAPL) has a volatility of 9.61%. This indicates that SPY experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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