SUI vs. SPY
Compare and contrast key facts about Sun Communities, Inc. (SUI) 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: SUI or SPY.
Correlation
The correlation between SUI and SPY is 0.40, 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
SUI vs. SPY - Performance Comparison
Key characteristics
SUI:
-0.13
SPY:
2.29
SUI:
-0.02
SPY:
3.04
SUI:
1.00
SPY:
1.43
SUI:
-0.07
SPY:
3.40
SUI:
-0.32
SPY:
15.01
SUI:
9.55%
SPY:
1.90%
SUI:
23.82%
SPY:
12.46%
SUI:
-74.04%
SPY:
-55.19%
SUI:
-35.73%
SPY:
-0.74%
Returns By Period
In the year-to-date period, SUI achieves a -4.11% return, which is significantly lower than SPY's 28.13% return. Over the past 10 years, SUI has underperformed SPY with an annualized return of 10.28%, while SPY has yielded a comparatively higher 13.16% annualized return.
SUI
-4.11%
-1.68%
6.85%
-3.09%
-1.02%
10.28%
SPY
28.13%
1.31%
11.08%
28.58%
15.00%
13.16%
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Risk-Adjusted Performance
SUI vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sun Communities, Inc. (SUI) 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
SUI vs. SPY - Dividend Comparison
SUI's dividend yield for the trailing twelve months is around 2.99%, more than SPY's 1.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUI Sun Communities, Inc. | 2.99% | 2.78% | 2.46% | 1.58% | 2.08% | 2.00% | 2.79% | 2.89% | 3.39% | 3.79% | 4.30% | 5.91% |
SPY SPDR S&P 500 ETF | 1.18% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
SUI vs. SPY - Drawdown Comparison
The maximum SUI drawdown since its inception was -74.04%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SUI and SPY. For additional features, visit the drawdowns tool.
Volatility
SUI vs. SPY - Volatility Comparison
Sun Communities, Inc. (SUI) has a higher volatility of 5.84% compared to SPDR S&P 500 ETF (SPY) at 3.97%. This indicates that SUI'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.