TU vs. SPY
Compare and contrast key facts about TELUS Corporation (TU) 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: TU or SPY.
Correlation
The correlation between TU and SPY is 0.34, 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
TU vs. SPY - Performance Comparison
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Key characteristics
TU:
0.22
SPY:
0.50
TU:
0.46
SPY:
0.88
TU:
1.06
SPY:
1.13
TU:
0.10
SPY:
0.56
TU:
0.50
SPY:
2.17
TU:
8.74%
SPY:
4.85%
TU:
20.51%
SPY:
20.02%
TU:
-88.49%
SPY:
-55.19%
TU:
-30.22%
SPY:
-7.65%
Returns By Period
In the year-to-date period, TU achieves a 20.03% return, which is significantly higher than SPY's -3.42% return. Over the past 10 years, TU has underperformed SPY with an annualized return of 4.20%, while SPY has yielded a comparatively higher 12.35% annualized return.
TU
20.03%
10.89%
5.85%
6.54%
4.85%
4.20%
SPY
-3.42%
7.58%
-5.06%
9.73%
15.77%
12.35%
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Risk-Adjusted Performance
TU vs. SPY — Risk-Adjusted Performance Rank
TU
SPY
TU vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TELUS Corporation (TU) 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
TU vs. SPY - Dividend Comparison
TU's dividend yield for the trailing twelve months is around 7.08%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TU TELUS Corporation | 7.08% | 8.36% | 6.02% | 5.39% | 4.31% | 4.51% | 4.73% | 4.84% | 4.01% | 4.42% | 4.68% | 3.81% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
TU vs. SPY - Drawdown Comparison
The maximum TU drawdown since its inception was -88.49%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for TU and SPY. For additional features, visit the drawdowns tool.
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Volatility
TU vs. SPY - Volatility Comparison
TELUS Corporation (TU) has a higher volatility of 8.36% compared to SPDR S&P 500 ETF (SPY) at 7.48%. This indicates that TU'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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