0B2.DE vs. SPY
Compare and contrast key facts about BAWAG Group AG (0B2.DE) 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: 0B2.DE or SPY.
Correlation
The correlation between 0B2.DE and SPY is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
0B2.DE vs. SPY - Performance Comparison
Key characteristics
0B2.DE:
4.24
SPY:
1.88
0B2.DE:
4.94
SPY:
2.51
0B2.DE:
1.67
SPY:
1.35
0B2.DE:
6.36
SPY:
2.83
0B2.DE:
37.41
SPY:
11.89
0B2.DE:
2.71%
SPY:
2.00%
0B2.DE:
23.82%
SPY:
12.69%
0B2.DE:
-30.88%
SPY:
-55.19%
0B2.DE:
0.00%
SPY:
-3.89%
Returns By Period
In the year-to-date period, 0B2.DE achieves a 5.72% return, which is significantly higher than SPY's -0.66% return.
0B2.DE
5.72%
5.85%
28.98%
100.33%
N/A
N/A
SPY
-0.66%
-3.32%
3.73%
23.70%
13.73%
13.18%
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Risk-Adjusted Performance
0B2.DE vs. SPY — Risk-Adjusted Performance Rank
0B2.DE
SPY
0B2.DE vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BAWAG Group AG (0B2.DE) 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.
Dividends
0B2.DE vs. SPY - Dividend Comparison
0B2.DE's dividend yield for the trailing twelve months is around 5.88%, more than SPY's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
0B2.DE BAWAG Group AG | 5.88% | 6.22% | 7.69% | 6.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.21% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
0B2.DE vs. SPY - Drawdown Comparison
The maximum 0B2.DE drawdown since its inception was -30.88%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for 0B2.DE and SPY. For additional features, visit the drawdowns tool.
Volatility
0B2.DE vs. SPY - Volatility Comparison
BAWAG Group AG (0B2.DE) has a higher volatility of 5.67% compared to SPDR S&P 500 ETF (SPY) at 4.60%. This indicates that 0B2.DE's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.