SU vs. SPY
Compare and contrast key facts about Suncor Energy Inc. (SU) 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: SU or SPY.
Correlation
The correlation between SU and SPY is 0.36, 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
SU vs. SPY - Performance Comparison
Key characteristics
SU:
1.11
SPY:
2.05
SU:
1.60
SPY:
2.73
SU:
1.20
SPY:
1.38
SU:
0.83
SPY:
3.11
SU:
4.57
SPY:
13.02
SU:
6.02%
SPY:
2.01%
SU:
24.85%
SPY:
12.77%
SU:
-81.07%
SPY:
-55.19%
SU:
-13.49%
SPY:
-2.33%
Returns By Period
In the year-to-date period, SU achieves a 9.50% return, which is significantly higher than SPY's 0.95% return. Over the past 10 years, SU has underperformed SPY with an annualized return of 6.63%, while SPY has yielded a comparatively higher 13.35% annualized return.
SU
9.50%
9.01%
2.74%
29.49%
7.58%
6.63%
SPY
0.95%
-1.76%
7.74%
26.88%
14.01%
13.35%
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Risk-Adjusted Performance
SU vs. SPY — Risk-Adjusted Performance Rank
SU
SPY
SU vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Suncor Energy Inc. (SU) 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
SU vs. SPY - Dividend Comparison
SU's dividend yield for the trailing twelve months is around 4.12%, more than SPY's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SU Suncor Energy Inc. | 4.12% | 4.51% | 4.85% | 4.55% | 3.39% | 4.92% | 3.84% | 3.95% | 2.67% | 2.67% | 3.43% | 2.90% |
SPY SPDR S&P 500 ETF | 1.19% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
SU vs. SPY - Drawdown Comparison
The maximum SU drawdown since its inception was -81.07%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SU and SPY. For additional features, visit the drawdowns tool.
Volatility
SU vs. SPY - Volatility Comparison
Suncor Energy Inc. (SU) has a higher volatility of 7.05% compared to SPDR S&P 500 ETF (SPY) at 5.01%. This indicates that SU'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.