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:
0.89
SPY:
0.32
WPC:
1.36
SPY:
0.51
WPC:
1.17
SPY:
1.07
WPC:
0.57
SPY:
0.39
WPC:
2.54
SPY:
1.52
WPC:
7.17%
SPY:
3.13%
WPC:
20.49%
SPY:
14.74%
WPC:
-52.45%
SPY:
-55.19%
WPC:
-17.04%
SPY:
-12.17%
Returns By Period
In the year-to-date period, WPC achieves a 14.29% return, which is significantly higher than SPY's -8.15% return. Over the past 10 years, WPC has underperformed SPY with an annualized return of 5.10%, while SPY has yielded a comparatively higher 11.89% annualized return.
WPC
14.29%
-3.41%
3.74%
18.67%
10.89%
5.10%
SPY
-8.15%
-6.68%
-4.88%
4.64%
18.45%
11.89%
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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 5.73%, more than SPY's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPC W. P. Carey Inc. | 5.73% | 6.41% | 6.17% | 5.43% | 5.12% | 5.91% | 5.17% | 6.26% | 5.82% | 6.65% | 6.48% | 5.26% |
SPY SPDR S&P 500 ETF | 1.34% | 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 5.67%, while SPDR S&P 500 ETF (SPY) has a volatility of 7.47%. 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.