BANR vs. SPY
Compare and contrast key facts about Banner Corporation (BANR) 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: BANR or SPY.
Correlation
The correlation between BANR and SPY is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BANR vs. SPY - Performance Comparison
Key characteristics
BANR:
1.74
SPY:
1.87
BANR:
2.70
SPY:
2.52
BANR:
1.33
SPY:
1.35
BANR:
0.70
SPY:
2.81
BANR:
9.62
SPY:
11.69
BANR:
5.87%
SPY:
2.02%
BANR:
32.43%
SPY:
12.65%
BANR:
-96.22%
SPY:
-55.19%
BANR:
-66.72%
SPY:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with BANR having a 4.81% return and SPY slightly lower at 4.58%. Over the past 10 years, BANR has underperformed SPY with an annualized return of 7.87%, while SPY has yielded a comparatively higher 13.23% annualized return.
BANR
4.81%
-0.18%
25.60%
61.53%
9.41%
7.87%
SPY
4.58%
2.57%
10.04%
24.97%
14.73%
13.23%
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Risk-Adjusted Performance
BANR vs. SPY — Risk-Adjusted Performance Rank
BANR
SPY
BANR vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Banner Corporation (BANR) 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
BANR vs. SPY - Dividend Comparison
BANR's dividend yield for the trailing twelve months is around 2.76%, more than SPY's 1.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BANR Banner Corporation | 2.76% | 2.88% | 3.58% | 2.78% | 2.70% | 3.52% | 2.85% | 3.42% | 3.59% | 1.16% | 1.57% | 1.67% |
SPY SPDR S&P 500 ETF | 1.15% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BANR vs. SPY - Drawdown Comparison
The maximum BANR drawdown since its inception was -96.22%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BANR and SPY. For additional features, visit the drawdowns tool.
Volatility
BANR vs. SPY - Volatility Comparison
Banner Corporation (BANR) has a higher volatility of 6.67% compared to SPDR S&P 500 ETF (SPY) at 3.00%. This indicates that BANR'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.