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:
-0.90
SPY:
0.79
BG:
-1.12
SPY:
1.12
BG:
0.86
SPY:
1.15
BG:
-0.55
SPY:
1.07
BG:
-1.11
SPY:
3.86
BG:
20.40%
SPY:
2.79%
BG:
25.41%
SPY:
13.60%
BG:
-77.34%
SPY:
-55.19%
BG:
-37.35%
SPY:
-7.71%
Returns By Period
In the year-to-date period, BG achieves a -4.88% return, which is significantly lower than SPY's -3.48% return. Over the past 10 years, BG has underperformed SPY with an annualized return of 2.20%, while SPY has yielded a comparatively higher 12.61% annualized return.
BG
-4.88%
0.26%
-24.57%
-23.86%
19.39%
2.20%
SPY
-3.48%
-5.71%
-0.12%
9.58%
20.15%
12.61%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 3.71%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BG Bunge Limited | 3.71% | 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 | 1.27% | 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
Bunge Limited (BG) has a higher volatility of 7.60% compared to SPDR S&P 500 ETF (SPY) at 5.81%. This indicates that BG'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.