WTRG vs. SPY
Compare and contrast key facts about Essential Utilities, Inc. (WTRG) 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: WTRG or SPY.
Correlation
The correlation between WTRG and SPY is 0.37, 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
WTRG vs. SPY - Performance Comparison
Key characteristics
WTRG:
-0.12
SPY:
2.20
WTRG:
-0.03
SPY:
2.91
WTRG:
1.00
SPY:
1.41
WTRG:
-0.08
SPY:
3.35
WTRG:
-0.45
SPY:
13.99
WTRG:
5.77%
SPY:
2.01%
WTRG:
21.20%
SPY:
12.79%
WTRG:
-47.95%
SPY:
-55.19%
WTRG:
-28.88%
SPY:
-1.35%
Returns By Period
In the year-to-date period, WTRG achieves a -3.61% return, which is significantly lower than SPY's 1.96% return. Over the past 10 years, WTRG has underperformed SPY with an annualized return of 5.08%, while SPY has yielded a comparatively higher 13.29% annualized return.
WTRG
-3.61%
-3.71%
-12.44%
-1.74%
-4.99%
5.08%
SPY
1.96%
1.09%
8.43%
25.46%
14.30%
13.29%
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Risk-Adjusted Performance
WTRG vs. SPY — Risk-Adjusted Performance Rank
WTRG
SPY
WTRG vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Essential Utilities, Inc. (WTRG) 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
WTRG vs. SPY - Dividend Comparison
WTRG's dividend yield for the trailing twelve months is around 3.61%, more than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTRG Essential Utilities, Inc. | 3.61% | 3.48% | 3.18% | 2.33% | 1.93% | 2.05% | 1.93% | 2.48% | 2.02% | 2.46% | 2.30% | 2.37% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
WTRG vs. SPY - Drawdown Comparison
The maximum WTRG drawdown since its inception was -47.95%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for WTRG and SPY. For additional features, visit the drawdowns tool.
Volatility
WTRG vs. SPY - Volatility Comparison
Essential Utilities, Inc. (WTRG) has a higher volatility of 6.52% compared to SPDR S&P 500 ETF (SPY) at 5.10%. This indicates that WTRG'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.