SYM vs. SPY
Compare and contrast key facts about Symbotic Inc (SYM) 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: SYM or SPY.
Correlation
The correlation between SYM and SPY is 0.26, 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
SYM vs. SPY - Performance Comparison
Key characteristics
SYM:
-0.47
SPY:
1.75
SYM:
-0.20
SPY:
2.36
SYM:
0.97
SPY:
1.32
SYM:
-0.57
SPY:
2.66
SYM:
-1.11
SPY:
11.01
SYM:
37.29%
SPY:
2.03%
SYM:
88.30%
SPY:
12.77%
SYM:
-71.89%
SPY:
-55.19%
SYM:
-61.49%
SPY:
-2.12%
Returns By Period
In the year-to-date period, SYM achieves a 3.21% return, which is significantly higher than SPY's 2.36% return.
SYM
3.21%
-26.49%
4.75%
-38.33%
N/A
N/A
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
SYM vs. SPY — Risk-Adjusted Performance Rank
SYM
SPY
SYM vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Symbotic Inc (SYM) 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
SYM vs. SPY - Dividend Comparison
SYM has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.18%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SYM Symbotic Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
SYM vs. SPY - Drawdown Comparison
The maximum SYM drawdown since its inception was -71.89%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SYM and SPY. For additional features, visit the drawdowns tool.
Volatility
SYM vs. SPY - Volatility Comparison
Symbotic Inc (SYM) has a higher volatility of 26.61% compared to SPDR S&P 500 ETF (SPY) at 3.38%. This indicates that SYM'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.