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 0.79, 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:
0.22
SPY:
2.20
YACKX:
0.33
SPY:
2.92
YACKX:
1.06
SPY:
1.41
YACKX:
0.21
SPY:
3.35
YACKX:
0.69
SPY:
14.01
YACKX:
3.85%
SPY:
2.01%
YACKX:
12.05%
SPY:
12.76%
YACKX:
-55.37%
SPY:
-55.19%
YACKX:
-10.00%
SPY:
-0.45%
Returns By Period
In the year-to-date period, YACKX achieves a 2.32% return, which is significantly lower than SPY's 2.90% return. Over the past 10 years, YACKX has underperformed SPY with an annualized return of 0.71%, while SPY has yielded a comparatively higher 13.39% annualized return.
YACKX
2.32%
2.14%
-6.46%
1.75%
3.55%
0.71%
SPY
2.90%
2.01%
9.60%
26.34%
14.48%
13.39%
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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 2.04%, more than SPY's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YACKX AMG Yacktman Fund | 2.04% | 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 | 1.17% | 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 3.12%, while SPDR S&P 500 ETF (SPY) has a volatility of 5.17%. 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.