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 0.20, 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:
2.94
SPY:
0.30
0B2.DE:
3.37
SPY:
0.56
0B2.DE:
1.47
SPY:
1.08
0B2.DE:
4.41
SPY:
0.31
0B2.DE:
20.70
SPY:
1.40
0B2.DE:
4.23%
SPY:
4.18%
0B2.DE:
30.57%
SPY:
19.64%
0B2.DE:
-53.63%
SPY:
-55.19%
0B2.DE:
-9.45%
SPY:
-13.86%
Returns By Period
In the year-to-date period, 0B2.DE achieves a 17.58% return, which is significantly higher than SPY's -9.91% return.
0B2.DE
17.58%
-7.14%
33.12%
67.48%
64.62%
N/A
SPY
-9.91%
-6.63%
-9.38%
7.66%
15.04%
11.54%
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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 6.21%, more than SPY's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
0B2.DE BAWAG Group AG | 6.21% | 6.21% | 7.69% | 6.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.36% | 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 -53.63%, roughly equal to 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 17.23% compared to SPDR S&P 500 ETF (SPY) at 14.52%. 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.