WRTBY vs. SPY
Compare and contrast key facts about Wartsila Oyj Abp ADR (WRTBY) 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: WRTBY or SPY.
Correlation
The correlation between WRTBY and SPY is 0.14, 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
WRTBY vs. SPY - Performance Comparison
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Key characteristics
WRTBY:
0.05
SPY:
0.69
WRTBY:
1.41
SPY:
1.17
WRTBY:
1.19
SPY:
1.18
WRTBY:
1.55
SPY:
0.80
WRTBY:
3.39
SPY:
3.08
WRTBY:
14.09%
SPY:
4.88%
WRTBY:
60.83%
SPY:
20.26%
WRTBY:
-73.68%
SPY:
-55.19%
WRTBY:
-8.92%
SPY:
-2.76%
Returns By Period
In the year-to-date period, WRTBY achieves a 17.65% return, which is significantly higher than SPY's 1.69% return. Over the past 10 years, WRTBY has outperformed SPY with an annualized return of 17.04%, while SPY has yielded a comparatively lower 12.75% annualized return.
WRTBY
17.65%
31.63%
9.18%
2.33%
45.54%
17.04%
SPY
1.69%
12.88%
2.09%
13.66%
17.03%
12.75%
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Risk-Adjusted Performance
WRTBY vs. SPY — Risk-Adjusted Performance Rank
WRTBY
SPY
WRTBY vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wartsila Oyj Abp ADR (WRTBY) 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
WRTBY vs. SPY - Dividend Comparison
WRTBY's dividend yield for the trailing twelve months is around 2.01%, more than SPY's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WRTBY Wartsila Oyj Abp ADR | 2.01% | 1.98% | 1.87% | 2.94% | 1.69% | 5.49% | 4.84% | 8.98% | 2.32% | 5.88% | 2.62% | 3.25% |
SPY SPDR S&P 500 ETF | 1.21% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
WRTBY vs. SPY - Drawdown Comparison
The maximum WRTBY drawdown since its inception was -73.68%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for WRTBY and SPY. For additional features, visit the drawdowns tool.
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Volatility
WRTBY vs. SPY - Volatility Comparison
Wartsila Oyj Abp ADR (WRTBY) has a higher volatility of 28.70% compared to SPDR S&P 500 ETF (SPY) at 5.51%. This indicates that WRTBY'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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