WPC vs. SPY
Compare and contrast key facts about W. P. Carey Inc. (WPC) 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: WPC or SPY.
Correlation
The correlation between WPC and SPY is 0.35, 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
WPC vs. SPY - Performance Comparison
Key characteristics
WPC:
-0.48
SPY:
2.03
WPC:
-0.54
SPY:
2.71
WPC:
0.94
SPY:
1.38
WPC:
-0.31
SPY:
3.02
WPC:
-0.82
SPY:
13.49
WPC:
12.27%
SPY:
1.88%
WPC:
20.99%
SPY:
12.48%
WPC:
-52.45%
SPY:
-55.19%
WPC:
-28.93%
SPY:
-3.54%
Returns By Period
In the year-to-date period, WPC achieves a -12.46% return, which is significantly lower than SPY's 24.51% return. Over the past 10 years, WPC has underperformed SPY with an annualized return of 3.44%, while SPY has yielded a comparatively higher 12.94% annualized return.
WPC
-12.46%
-3.59%
1.14%
-10.90%
-1.10%
3.44%
SPY
24.51%
-0.32%
7.56%
24.63%
14.51%
12.94%
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Risk-Adjusted Performance
WPC vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for W. P. Carey Inc. (WPC) 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
WPC vs. SPY - Dividend Comparison
WPC's dividend yield for the trailing twelve months is around 6.40%, more than SPY's 0.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPC W. P. Carey Inc. | 6.40% | 6.17% | 5.43% | 5.13% | 5.91% | 5.17% | 6.26% | 5.82% | 6.65% | 6.49% | 5.26% | 5.71% |
SPY SPDR S&P 500 ETF | 0.87% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
WPC vs. SPY - Drawdown Comparison
The maximum WPC drawdown since its inception was -52.45%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for WPC and SPY. For additional features, visit the drawdowns tool.
Volatility
WPC vs. SPY - Volatility Comparison
W. P. Carey Inc. (WPC) has a higher volatility of 5.71% compared to SPDR S&P 500 ETF (SPY) at 3.64%. This indicates that WPC'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.