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:
0.69
SPY:
0.54
WPC:
1.09
SPY:
0.89
WPC:
1.13
SPY:
1.13
WPC:
0.48
SPY:
0.58
WPC:
2.01
SPY:
2.39
WPC:
7.30%
SPY:
4.51%
WPC:
21.47%
SPY:
20.07%
WPC:
-52.45%
SPY:
-55.19%
WPC:
-17.94%
SPY:
-10.54%
Returns By Period
In the year-to-date period, WPC achieves a 13.04% return, which is significantly higher than SPY's -6.44% return. Over the past 10 years, WPC has underperformed SPY with an annualized return of 5.49%, while SPY has yielded a comparatively higher 11.95% annualized return.
WPC
13.04%
-0.06%
6.91%
14.22%
7.25%
5.49%
SPY
-6.44%
-5.00%
-5.02%
9.54%
15.80%
11.95%
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
WPC vs. SPY — Risk-Adjusted Performance Rank
WPC
SPY
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 5.79%, more than SPY's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPC W. P. Carey Inc. | 5.79% | 6.41% | 6.17% | 5.43% | 5.13% | 5.91% | 5.17% | 6.26% | 5.82% | 6.65% | 6.49% | 5.26% |
SPY SPDR S&P 500 ETF | 1.31% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
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
The current volatility for W. P. Carey Inc. (WPC) is 10.09%, while SPDR S&P 500 ETF (SPY) has a volatility of 15.13%. This indicates that WPC 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.