Correlation
The correlation between SSLY and SPSM is 0.69, 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.
SSLY vs. SPSM
Compare and contrast key facts about Syntax Stratified SmallCap ETF (SSLY) and SPDR Portfolio S&P 600 Small Cap ETF (SPSM).
SSLY and SPSM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SSLY is a passively managed fund by Syntax Advisors that tracks the performance of the Syntax Stratified SmallCap Index. It was launched on May 28, 2020. SPSM is a passively managed fund by State Street that tracks the performance of the S&P SmallCap 600 Index. It was launched on Jul 8, 2013. Both SSLY and SPSM are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSLY or SPSM.
Performance
SSLY vs. SPSM - Performance Comparison
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Key characteristics
Returns By Period
SSLY
N/A
N/A
N/A
N/A
N/A
N/A
N/A
SPSM
-8.16%
4.61%
-15.59%
-1.80%
3.08%
11.58%
7.00%
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SSLY vs. SPSM - Expense Ratio Comparison
SSLY has a 0.40% expense ratio, which is higher than SPSM's 0.05% expense ratio.
Risk-Adjusted Performance
SSLY vs. SPSM — Risk-Adjusted Performance Rank
SSLY
SPSM
SSLY vs. SPSM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Syntax Stratified SmallCap ETF (SSLY) and SPDR Portfolio S&P 600 Small Cap ETF (SPSM). 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
SSLY vs. SPSM - Dividend Comparison
SSLY has not paid dividends to shareholders, while SPSM's dividend yield for the trailing twelve months is around 2.04%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSLY Syntax Stratified SmallCap ETF | 0.85% | 0.85% | 1.16% | 1.12% | 7.10% | 0.87% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | 2.04% | 1.85% | 1.61% | 1.38% | 1.41% | 1.17% | 1.58% | 1.82% | 1.51% | 1.49% | 2.37% | 1.70% |
Drawdowns
SSLY vs. SPSM - Drawdown Comparison
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Volatility
SSLY vs. SPSM - Volatility Comparison
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