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 0.81, 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
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Key characteristics
YACKX:
0.04
SPY:
0.68
YACKX:
0.15
SPY:
1.13
YACKX:
1.02
SPY:
1.17
YACKX:
0.04
SPY:
0.76
YACKX:
0.15
SPY:
2.93
YACKX:
3.69%
SPY:
4.87%
YACKX:
13.17%
SPY:
20.29%
YACKX:
-55.37%
SPY:
-55.19%
YACKX:
-2.91%
SPY:
-3.85%
Returns By Period
In the year-to-date period, YACKX achieves a 2.82% return, which is significantly higher than SPY's 0.56% return. Over the past 10 years, YACKX has underperformed SPY with an annualized return of 9.28%, while SPY has yielded a comparatively higher 12.67% annualized return.
YACKX
2.82%
5.17%
-1.23%
0.58%
13.90%
9.28%
SPY
0.56%
8.99%
-0.98%
13.71%
17.23%
12.67%
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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 Rank
YACKX
SPY
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.
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Dividends
YACKX vs. SPY - Dividend Comparison
YACKX's dividend yield for the trailing twelve months is around 9.44%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YACKX AMG Yacktman Fund | 9.44% | 9.70% | 4.39% | 7.35% | 3.72% | 10.82% | 9.31% | 23.06% | 10.67% | 8.57% | 13.66% | 4.39% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
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.
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Volatility
YACKX vs. SPY - Volatility Comparison
The current volatility for AMG Yacktman Fund (YACKX) is 3.09%, while SPDR S&P 500 ETF (SPY) has a volatility of 6.24%. This indicates that YACKX 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.
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