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
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Key characteristics
TAK:
0.52
SPY:
0.68
TAK:
0.73
SPY:
1.09
TAK:
1.10
SPY:
1.16
TAK:
0.20
SPY:
0.73
TAK:
1.54
SPY:
2.81
TAK:
5.68%
SPY:
4.88%
TAK:
19.72%
SPY:
20.30%
TAK:
-52.76%
SPY:
-55.19%
TAK:
-36.18%
SPY:
-2.66%
Returns By Period
In the year-to-date period, TAK achieves a 7.48% return, which is significantly higher than SPY's 1.80% return. Over the past 10 years, TAK has underperformed SPY with an annualized return of -0.84%, while SPY has yielded a comparatively higher 12.75% annualized return.
TAK
7.48%
-3.26%
5.17%
10.16%
2.46%
-2.04%
-0.84%
SPY
1.80%
13.00%
1.78%
13.78%
16.84%
16.59%
12.75%
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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.
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Dividends
TAK vs. SPY - Dividend Comparison
TAK's dividend yield for the trailing twelve months is around 2.34%, more than SPY's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAK Takeda Pharmaceutical Company Limited | 2.34% | 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 | 1.20% | 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.
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Volatility
TAK vs. SPY - Volatility Comparison
Takeda Pharmaceutical Company Limited (TAK) has a higher volatility of 8.49% compared to SPDR S&P 500 ETF (SPY) at 5.51%. This indicates that TAK'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.
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