SPDR S&P 500 ETF Trust (SPY)

At A Glance

You hold SPY in 0 portfolios

Price

427.10USD

 7.11 +1.69%

4:10pm EDT

Category
US Diversified Equity
YTD Return (Cumulative)
 -10.08%
Classification
S&P 500 Index
3 Year Return (Annualized)
 13.30%
52 Week High
$479.98
52 Week Low
$362.17
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)
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Lipper Peer3 Risk & Returns Scanner

SPY — More Risk, More Return

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SPY outperforms 71 funds in its category for 3 Year Return, which is higher than the category median.

SPY has a higher risk than 71 other funds in its category, but its risk/return ratio is still lower than the category median.

Compare SPY to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

Expense Ratio
Vs. Category

Expense Ratio0.09
 
 
SPY
Category Range

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$54 in fees
$20,427 before
 
$20,373 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of Aug 12, 2022)

Fund or Index3Yr Annualized
Standard Deviation		Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
SPY18.5860.601011
Lipper S&P 500 Fund IX
Lipper Classification Index
18.5850.590.0180.9991
S&P 500 TR IX
Broad-Based Index
18.6380.603-0.0020.9971

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Equity Income (HULIX)
YTD Return
 -2.9%
3Yr Return
 13.1%
5Yr Return
 11.5%

HULIX's YTD Return outperformed SPY

Equity Income (BUFDX)
YTD Return
 -6.3%
3Yr Return
 12.7%
5Yr Return
 11.6%

BUFDX's YTD Return outperformed SPY

1 ETF »

YTD Return
 -1.5%
3Yr Return
 14.4%
5Yr Return
 11.9%

RFDA's YTD and 3 year Returns outperformed SPY

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