YACKX vs. SPY
Compare and contrast key facts about AMG Yacktman Fund (YACKX) and SPDR S&P 500 ETF (SPY).
YACKX is managed by AMG. It was launched on Jul 6, 1992. 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: YACKX or SPY.
Correlation
The correlation between YACKX and SPY is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
YACKX vs. SPY - Performance Comparison
Key characteristics
YACKX:
-0.26
SPY:
2.17
YACKX:
-0.22
SPY:
2.88
YACKX:
0.96
SPY:
1.41
YACKX:
-0.25
SPY:
3.19
YACKX:
-1.47
SPY:
14.10
YACKX:
2.39%
SPY:
1.90%
YACKX:
13.55%
SPY:
12.39%
YACKX:
-55.37%
SPY:
-55.19%
YACKX:
-14.05%
SPY:
-3.19%
Returns By Period
In the year-to-date period, YACKX achieves a -4.58% return, which is significantly lower than SPY's 24.97% return. Over the past 10 years, YACKX has underperformed SPY with an annualized return of 7.64%, while SPY has yielded a comparatively higher 12.92% annualized return.
YACKX
-4.58%
-12.70%
-8.65%
-2.58%
7.19%
7.64%
SPY
24.97%
-0.32%
8.25%
26.85%
14.57%
12.92%
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YACKX vs. SPY - Expense Ratio Comparison
YACKX has a 0.71% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
YACKX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Fund (YACKX) 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
YACKX vs. SPY - Dividend Comparison
YACKX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 0.87%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YACKX AMG Yacktman Fund | 0.00% | 1.78% | 1.56% | 1.10% | 1.33% | 1.79% | 2.28% | 1.48% | 1.90% | 1.63% | 1.06% | 0.90% |
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
YACKX vs. SPY - Drawdown Comparison
The maximum YACKX drawdown since its inception was -55.37%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for YACKX and SPY. For additional features, visit the drawdowns tool.
Volatility
YACKX vs. SPY - Volatility Comparison
AMG Yacktman Fund (YACKX) has a higher volatility of 10.33% compared to SPDR S&P 500 ETF (SPY) at 3.64%. This indicates that YACKX'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.