BG vs. SPY
Compare and contrast key facts about Bunge Limited (BG) 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: BG or SPY.
Correlation
The correlation between BG and SPY is 0.40, 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
BG vs. SPY - Performance Comparison
Key characteristics
BG:
-0.87
SPY:
0.51
BG:
-1.10
SPY:
0.86
BG:
0.86
SPY:
1.13
BG:
-0.58
SPY:
0.55
BG:
-1.06
SPY:
2.26
BG:
22.59%
SPY:
4.55%
BG:
27.37%
SPY:
20.08%
BG:
-77.34%
SPY:
-55.19%
BG:
-30.80%
SPY:
-9.89%
Returns By Period
In the year-to-date period, BG achieves a 5.06% return, which is significantly higher than SPY's -5.76% return. Over the past 10 years, BG has underperformed SPY with an annualized return of 2.20%, while SPY has yielded a comparatively higher 11.99% annualized return.
BG
5.06%
9.06%
-8.31%
-19.81%
18.77%
2.20%
SPY
-5.76%
-3.16%
-4.30%
10.76%
15.96%
11.99%
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Risk-Adjusted Performance
BG vs. SPY — Risk-Adjusted Performance Rank
BG
SPY
BG vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bunge Limited (BG) 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
BG vs. SPY - Dividend Comparison
BG's dividend yield for the trailing twelve months is around 3.36%, more than SPY's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BG Bunge Limited | 3.36% | 3.48% | 2.55% | 2.31% | 2.20% | 3.05% | 3.48% | 3.59% | 2.62% | 2.21% | 2.11% | 1.41% |
SPY SPDR S&P 500 ETF | 1.30% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BG vs. SPY - Drawdown Comparison
The maximum BG drawdown since its inception was -77.34%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BG and SPY. For additional features, visit the drawdowns tool.
Volatility
BG vs. SPY - Volatility Comparison
The current volatility for Bunge Limited (BG) is 12.48%, while SPDR S&P 500 ETF (SPY) has a volatility of 15.12%. This indicates that BG experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.