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:
0.10
SPY:
1.91
SUI:
0.30
SPY:
2.57
SUI:
1.04
SPY:
1.35
SUI:
0.06
SPY:
2.88
SUI:
0.24
SPY:
11.96
SUI:
10.22%
SPY:
2.03%
SUI:
23.77%
SPY:
12.68%
SUI:
-74.04%
SPY:
-55.19%
SUI:
-34.83%
SPY:
0.00%
Returns By Period
In the year-to-date period, SUI achieves a 2.55% return, which is significantly lower than SPY's 4.34% return. Over the past 10 years, SUI has underperformed SPY with an annualized return of 9.64%, while SPY has yielded a comparatively higher 13.21% annualized return.
SUI
2.55%
0.17%
-2.99%
-0.04%
-3.74%
9.64%
SPY
4.34%
2.33%
10.15%
23.99%
14.44%
13.21%
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Risk-Adjusted Performance
SUI vs. SPY — Risk-Adjusted Performance Rank
SUI
SPY
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 2.98%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUI Sun Communities, Inc. | 2.98% | 3.06% | 2.78% | 2.46% | 1.58% | 2.08% | 2.00% | 2.79% | 2.89% | 3.39% | 3.79% | 4.30% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
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 6.83% compared to SPDR S&P 500 ETF (SPY) at 3.13%. 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.