YACKX vs. SPY
Compare and contrast key facts about AMG Yacktman Fund (YACKX) and State Street 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.
Performance
YACKX vs. SPY - Performance Comparison
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YACKX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
YACKX AMG Yacktman Fund | 4.19% | 1.34% | 13.15% | 15.46% | -7.50% | 19.66% | 15.25% | 27.49% | 2.79% | 18.25% |
SPY State Street SPDR S&P 500 ETF | -4.37% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, YACKX achieves a 4.19% return, which is significantly higher than SPY's -4.37% return. Over the past 10 years, YACKX has underperformed SPY with an annualized return of 11.21%, while SPY has yielded a comparatively higher 13.98% annualized return.
YACKX
- 1D
- -0.42%
- 1M
- -6.86%
- YTD
- 4.19%
- 6M
- -6.42%
- 1Y
- 4.05%
- 3Y*
- 10.37%
- 5Y*
- 7.00%
- 10Y*
- 11.21%
SPY
- 1D
- 2.91%
- 1M
- -4.94%
- YTD
- -4.37%
- 6M
- -1.82%
- 1Y
- 17.59%
- 3Y*
- 18.19%
- 5Y*
- 11.69%
- 10Y*
- 13.98%
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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.
Return for Risk
YACKX vs. SPY — Risk / Return Rank
YACKX
SPY
YACKX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Fund (YACKX) and State Street 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.
| YACKX | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | 0.93 | -0.72 |
Sortino ratioReturn per unit of downside risk | 0.35 | 1.45 | -1.10 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.22 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.18 | 1.53 | -1.34 |
Martin ratioReturn relative to average drawdown | 0.55 | 7.30 | -6.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| YACKX | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | 0.93 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.69 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.78 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.56 | +0.12 |
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.
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 1.14%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YACKX AMG Yacktman Fund | 0.00% | 0.00% | 17.32% | 4.39% | 7.35% | 3.72% | 10.82% | 16.84% | 23.06% | 10.67% | 8.57% | 13.66% |
SPY State Street SPDR S&P 500 ETF | 1.14% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
YACKX vs. SPY - Drawdown Comparison
The maximum YACKX drawdown since its inception was -46.65%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for YACKX and SPY.
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Drawdown Indicators
| YACKX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.65% | -55.19% | +8.54% |
Max Drawdown (1Y)Largest decline over 1 year | -16.30% | -12.05% | -4.25% |
Max Drawdown (5Y)Largest decline over 5 years | -19.86% | -24.50% | +4.64% |
Max Drawdown (10Y)Largest decline over 10 years | -30.93% | -33.72% | +2.79% |
Current DrawdownCurrent decline from peak | -10.67% | -6.24% | -4.43% |
Average DrawdownAverage peak-to-trough decline | -5.28% | -9.09% | +3.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.46% | 2.52% | +2.94% |
Volatility
YACKX vs. SPY - Volatility Comparison
The current volatility for AMG Yacktman Fund (YACKX) is 4.89%, while State Street SPDR S&P 500 ETF (SPY) has a volatility of 5.31%. 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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Volatility by Period
| YACKX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.89% | 5.31% | -0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 19.24% | 9.47% | +9.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.08% | 19.05% | +2.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.02% | 17.06% | -0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.09% | 17.92% | -1.83% |