Performance
SPLG vs. SPY - Performance Comparison
The year-to-date returns for both stocks are quite close, with SPLG having a 11.32% return and SPY slightly lower at 11.30%. Both investments have delivered pretty close results over the past 10 years, with SPLG having a 12.84% annualized return and SPY not far behind at 12.61%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
SPLG
SPY
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SPLG vs. SPY - Expense Ratio Comparison
SPLG has a 0.03% expense ratio, which is lower than SPY's 0.09% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SPLG vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio S&P 500 ETF (SPLG) 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.
SPLG vs. SPY - Sharpe Ratio Comparison
The current SPLG Sharpe Ratio is 2.47, which roughly equals the SPY Sharpe Ratio of 2.47. The chart below compares the 12-month rolling Sharpe Ratio of SPLG and SPY.
SPLG
SPY
Dividends
SPLG vs. SPY - Dividend Comparison
SPLG's dividend yield for the trailing twelve months is around 1.33%, more than SPY's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPLG SPDR Portfolio S&P 500 ETF | 1.33% | 1.44% | 1.69% | 1.25% | 1.54% | 1.79% | 2.23% | 1.75% | 1.97% | 1.98% | 1.79% | 1.71% |
SPY SPDR S&P 500 ETF | 1.27% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
SPLG vs. SPY - Drawdown Comparison
The maximum SPLG drawdown since its inception was -54.50%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SPLG and SPY. For additional features, visit the drawdowns tool.
SPLG
SPY
Volatility
SPLG vs. SPY - Volatility Comparison
SPDR Portfolio S&P 500 ETF (SPLG) and SPDR S&P 500 ETF (SPY) have volatilities of 2.76% and 2.74%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
SPLG
SPY
