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:
-0.21
SPY:
0.28
YACKX:
-0.21
SPY:
0.54
YACKX:
0.97
SPY:
1.08
YACKX:
-0.20
SPY:
0.29
YACKX:
-0.80
SPY:
1.35
YACKX:
3.37%
SPY:
4.09%
YACKX:
13.00%
SPY:
19.64%
YACKX:
-55.37%
SPY:
-55.19%
YACKX:
-8.48%
SPY:
-13.98%
Returns By Period
In the year-to-date period, YACKX achieves a -3.08% return, which is significantly higher than SPY's -10.04% return. Over the past 10 years, YACKX has underperformed SPY with an annualized return of 8.78%, while SPY has yielded a comparatively higher 11.65% annualized return.
YACKX
-3.08%
-4.70%
-7.45%
-2.30%
12.02%
8.78%
SPY
-10.04%
-7.04%
-9.15%
5.72%
14.60%
11.65%
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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.
Dividends
YACKX vs. SPY - Dividend Comparison
YACKX's dividend yield for the trailing twelve months is around 2.15%, more than SPY's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YACKX AMG Yacktman Fund | 2.15% | 2.09% | 1.78% | 1.56% | 1.10% | 1.33% | 1.79% | 2.28% | 1.48% | 1.90% | 1.63% | 1.06% |
SPY SPDR S&P 500 ETF | 1.36% | 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.
Volatility
YACKX vs. SPY - Volatility Comparison
The current volatility for AMG Yacktman Fund (YACKX) is 9.40%, while SPDR S&P 500 ETF (SPY) has a volatility of 14.59%. 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.