YUMC vs. SPY
Compare and contrast key facts about Yum China Holdings, Inc. (YUMC) and SPDR S&P 500 ETF (SPY).
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: YUMC or SPY.
Correlation
The correlation between YUMC and SPY is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
YUMC vs. SPY - Performance Comparison
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Key characteristics
YUMC:
0.38
SPY:
0.68
YUMC:
0.96
SPY:
1.09
YUMC:
1.12
SPY:
1.16
YUMC:
0.30
SPY:
0.73
YUMC:
1.35
SPY:
2.81
YUMC:
12.59%
SPY:
4.88%
YUMC:
42.08%
SPY:
20.30%
YUMC:
-56.49%
SPY:
-55.19%
YUMC:
-32.68%
SPY:
-2.66%
Returns By Period
In the year-to-date period, YUMC achieves a -6.84% return, which is significantly lower than SPY's 1.80% return.
YUMC
-6.84%
7.95%
-5.53%
15.93%
3.23%
-1.02%
N/A
SPY
1.80%
13.00%
1.78%
13.78%
16.84%
16.59%
12.75%
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Risk-Adjusted Performance
YUMC vs. SPY — Risk-Adjusted Performance Rank
YUMC
SPY
YUMC vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Yum China Holdings, Inc. (YUMC) 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
YUMC vs. SPY - Dividend Comparison
YUMC's dividend yield for the trailing twelve months is around 1.61%, more than SPY's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YUMC Yum China Holdings, Inc. | 1.61% | 1.33% | 1.23% | 0.88% | 0.96% | 0.42% | 1.00% | 1.25% | 0.25% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.20% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
YUMC vs. SPY - Drawdown Comparison
The maximum YUMC drawdown since its inception was -56.49%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for YUMC and SPY. For additional features, visit the drawdowns tool.
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Volatility
YUMC vs. SPY - Volatility Comparison
Yum China Holdings, Inc. (YUMC) has a higher volatility of 14.18% compared to SPDR S&P 500 ETF (SPY) at 5.51%. This indicates that YUMC'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.
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