SRC vs. SPY
Compare and contrast key facts about Spirit Realty Capital, Inc. (SRC) 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: SRC or SPY.
Key characteristics
SRC | SPY |
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Correlation
The correlation between SRC and SPY is 0.41, 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
SRC vs. SPY - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SRC vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Spirit Realty Capital, Inc. (SRC) 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
SRC vs. SPY - Dividend Comparison
SRC has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.27%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Spirit Realty Capital, Inc. | 4.73% | 6.10% | 6.52% | 5.24% | 6.22% | 5.08% | 8.65% | 8.40% | 6.50% | 6.84% | 5.63% | 6.47% |
SPDR S&P 500 ETF | 1.27% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
SRC vs. SPY - Drawdown Comparison
Volatility
SRC vs. SPY - Volatility Comparison
The current volatility for Spirit Realty Capital, Inc. (SRC) is 0.00%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.48%. This indicates that SRC experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.