BIAWX vs. SPY
Compare and contrast key facts about Brown Advisory Sustainable Growth Fund (BIAWX) and SPDR S&P 500 ETF (SPY).
BIAWX is managed by Brown Advisory Funds. It was launched on Jun 29, 2012. 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: BIAWX or SPY.
Correlation
The correlation between BIAWX and SPY is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BIAWX vs. SPY - Performance Comparison
Key characteristics
BIAWX:
-0.18
SPY:
1.01
BIAWX:
-0.11
SPY:
1.40
BIAWX:
0.99
SPY:
1.19
BIAWX:
-0.22
SPY:
1.57
BIAWX:
-0.72
SPY:
6.03
BIAWX:
4.54%
SPY:
2.19%
BIAWX:
18.55%
SPY:
13.11%
BIAWX:
-38.09%
SPY:
-55.19%
BIAWX:
-14.92%
SPY:
-6.56%
Returns By Period
In the year-to-date period, BIAWX achieves a -6.47% return, which is significantly lower than SPY's -2.28% return. Both investments have delivered pretty close results over the past 10 years, with BIAWX having a 12.59% annualized return and SPY not far ahead at 12.62%.
BIAWX
-6.47%
-8.89%
-4.03%
-2.34%
13.14%
12.59%
SPY
-2.28%
-4.83%
4.87%
13.79%
15.79%
12.62%
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BIAWX vs. SPY - Expense Ratio Comparison
BIAWX has a 0.78% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
BIAWX vs. SPY — Risk-Adjusted Performance Rank
BIAWX
SPY
BIAWX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Sustainable Growth Fund (BIAWX) 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
BIAWX vs. SPY - Dividend Comparison
BIAWX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.23%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIAWX Brown Advisory Sustainable Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
BIAWX vs. SPY - Drawdown Comparison
The maximum BIAWX drawdown since its inception was -38.09%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BIAWX and SPY. For additional features, visit the drawdowns tool.
Volatility
BIAWX vs. SPY - Volatility Comparison
Brown Advisory Sustainable Growth Fund (BIAWX) has a higher volatility of 6.64% compared to SPDR S&P 500 ETF (SPY) at 5.10%. This indicates that BIAWX'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.