^DJUSM vs. SPY
Compare and contrast key facts about Dow Jones U.S. Mid-Cap Index (^DJUSM) 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: ^DJUSM or SPY.
Correlation
The correlation between ^DJUSM and SPY is 1.00, 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
^DJUSM vs. SPY - Performance Comparison
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Key characteristics
^DJUSM:
11.80%
SPY:
20.02%
^DJUSM:
-0.84%
SPY:
-55.19%
^DJUSM:
-0.06%
SPY:
-7.65%
Returns By Period
^DJUSM
N/A
N/A
N/A
N/A
N/A
N/A
SPY
-3.42%
5.69%
-5.06%
9.73%
16.26%
12.24%
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Risk-Adjusted Performance
^DJUSM vs. SPY — Risk-Adjusted Performance Rank
^DJUSM
SPY
^DJUSM vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dow Jones U.S. Mid-Cap Index (^DJUSM) 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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Drawdowns
^DJUSM vs. SPY - Drawdown Comparison
The maximum ^DJUSM drawdown since its inception was -0.84%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ^DJUSM and SPY. For additional features, visit the drawdowns tool.
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Volatility
^DJUSM vs. SPY - Volatility Comparison
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