TAK vs. SPY
Compare and contrast key facts about Takeda Pharmaceutical Company Limited (TAK) 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: TAK or SPY.
Correlation
The correlation between TAK and SPY is 0.30, 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
TAK vs. SPY - Performance Comparison
Key characteristics
TAK:
0.61
SPY:
0.34
TAK:
0.96
SPY:
0.62
TAK:
1.12
SPY:
1.09
TAK:
0.25
SPY:
0.35
TAK:
2.06
SPY:
1.64
TAK:
5.48%
SPY:
4.00%
TAK:
18.59%
SPY:
19.55%
TAK:
-52.76%
SPY:
-55.19%
TAK:
-34.79%
SPY:
-12.02%
Returns By Period
In the year-to-date period, TAK achieves a 9.82% return, which is significantly higher than SPY's -7.99% return. Over the past 10 years, TAK has underperformed SPY with an annualized return of -0.94%, while SPY has yielded a comparatively higher 11.91% annualized return.
TAK
9.82%
-3.13%
3.49%
12.90%
1.29%
-0.94%
SPY
-7.99%
-4.19%
-6.68%
7.93%
15.74%
11.91%
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Risk-Adjusted Performance
TAK vs. SPY — Risk-Adjusted Performance Rank
TAK
SPY
TAK vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Takeda Pharmaceutical Company Limited (TAK) 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
TAK vs. SPY - Dividend Comparison
TAK's dividend yield for the trailing twelve months is around 2.29%, more than SPY's 1.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAK Takeda Pharmaceutical Company Limited | 2.29% | 4.78% | 4.41% | 3.69% | 5.80% | 3.84% | 4.94% | 8.33% | 5.14% | 6.91% | 5.34% | 5.03% |
SPY SPDR S&P 500 ETF | 1.33% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
TAK vs. SPY - Drawdown Comparison
The maximum TAK drawdown since its inception was -52.76%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for TAK and SPY. For additional features, visit the drawdowns tool.
Volatility
TAK vs. SPY - Volatility Comparison
The current volatility for Takeda Pharmaceutical Company Limited (TAK) is 7.43%, while SPDR S&P 500 ETF (SPY) has a volatility of 14.47%. This indicates that TAK experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.