SPY · State Street SPDR S&P 500 ETF Trust
Issuer: State Street Investment Management
A large, passively managed ETF launched in 1993 that tracks the price and dividend performance of the S&P 500 Index, providing diversified exposure to major US companies.
ETF · US ETF average
Long-term returns ★★★★★★★★☆☆ Five-year cumulative total return of about 75%.
Stability ★★★★★★☆☆☆☆ The 2022 selloff caused a drawdown of roughly 25%.
Costs ★★★★★★★★☆☆ 0.0945% fee, but cheaper peers exist.
Upside potential ★★★★★★★☆☆☆ Gained about 26% in calendar year 2023.
Liquidity ★★★★★★★★★★ Tens of billions of dollars traded daily.
Performance
1-month total return: -2%
1-year total return: 12%
5-year total return: 75%
Stability
1-month MDD: -6%
1-year MDD: -9%
5-year MDD: -25%