^SPSUPX vs. SPY
Compare and contrast key facts about S&P Composite 1500 Index (^SPSUPX) 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: ^SPSUPX or SPY.
Correlation
The correlation between ^SPSUPX and SPY is 0.98, 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
^SPSUPX vs. SPY - Performance Comparison
Key characteristics
^SPSUPX:
0.43
SPY:
0.54
^SPSUPX:
0.74
SPY:
0.90
^SPSUPX:
1.11
SPY:
1.13
^SPSUPX:
0.44
SPY:
0.57
^SPSUPX:
1.70
SPY:
2.24
^SPSUPX:
4.96%
SPY:
4.82%
^SPSUPX:
19.39%
SPY:
20.02%
^SPSUPX:
-56.77%
SPY:
-55.19%
^SPSUPX:
-7.93%
SPY:
-7.53%
Returns By Period
In the year-to-date period, ^SPSUPX achieves a -3.97% return, which is significantly lower than SPY's -3.30% return. Over the past 10 years, ^SPSUPX has underperformed SPY with an annualized return of 10.10%, while SPY has yielded a comparatively higher 12.33% annualized return.
^SPSUPX
-3.97%
13.76%
-5.73%
8.29%
13.94%
10.10%
SPY
-3.30%
13.81%
-4.52%
10.65%
15.81%
12.33%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
^SPSUPX vs. SPY — Risk-Adjusted Performance Rank
^SPSUPX
SPY
^SPSUPX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for S&P Composite 1500 Index (^SPSUPX) 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.
Drawdowns
^SPSUPX vs. SPY - Drawdown Comparison
The maximum ^SPSUPX drawdown since its inception was -56.77%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ^SPSUPX and SPY. For additional features, visit the drawdowns tool.
Volatility
^SPSUPX vs. SPY - Volatility Comparison
The current volatility for S&P Composite 1500 Index (^SPSUPX) is 11.19%, while SPDR S&P 500 ETF (SPY) has a volatility of 12.36%. This indicates that ^SPSUPX 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.