Correlation
The correlation between SPY and B is 0.12, 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.
SPY vs. B
Compare and contrast key facts about SPDR S&P 500 ETF (SPY) and Barnes Group Inc. (B).
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: SPY or B.
Performance
SPY vs. B - Performance Comparison
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Key characteristics
SPY:
0.70
B:
0.43
SPY:
1.02
B:
0.75
SPY:
1.15
B:
1.09
SPY:
0.68
B:
0.20
SPY:
2.57
B:
1.00
SPY:
4.93%
B:
12.88%
SPY:
20.42%
B:
35.46%
SPY:
-55.19%
B:
-88.51%
SPY:
-3.55%
B:
-55.44%
Returns By Period
In the year-to-date period, SPY achieves a 0.87% return, which is significantly lower than B's 24.97% return. Over the past 10 years, SPY has outperformed B with an annualized return of 12.73%, while B has yielded a comparatively lower 6.79% annualized return.
SPY
0.87%
3.99%
-1.56%
13.18%
14.25%
15.81%
12.73%
B
24.97%
4.62%
10.75%
14.55%
0.47%
-1.70%
6.79%
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Risk-Adjusted Performance
SPY vs. B — Risk-Adjusted Performance Rank
SPY
B
SPY vs. B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P 500 ETF (SPY) and Barnes Group Inc. (B). 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.
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Dividends
SPY vs. B - Dividend Comparison
SPY's dividend yield for the trailing twelve months is around 1.22%, less than B's 2.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
B Barnes Group Inc. | 2.09% | 2.58% | 2.21% | 3.78% | 4.11% | 1.36% | 0.70% | 1.40% | 0.83% | 0.50% | 1.90% | 1.87% |
Drawdowns
SPY vs. B - Drawdown Comparison
The maximum SPY drawdown since its inception was -55.19%, smaller than the maximum B drawdown of -88.51%. Use the drawdown chart below to compare losses from any high point for SPY and B.
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Volatility
SPY vs. B - Volatility Comparison
The current volatility for SPDR S&P 500 ETF (SPY) is 4.86%, while Barnes Group Inc. (B) has a volatility of 11.10%. This indicates that SPY experiences smaller price fluctuations and is considered to be less risky than B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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