BPT vs. SPY
Compare and contrast key facts about BP Prudhoe Bay Royalty Trust (BPT) 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: BPT or SPY.
Correlation
The correlation between BPT and SPY is 0.20, 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
BPT vs. SPY - Performance Comparison
Key characteristics
BPT:
-0.85
SPY:
1.46
BPT:
-1.57
SPY:
1.99
BPT:
0.80
SPY:
1.27
BPT:
-0.77
SPY:
2.23
BPT:
-1.40
SPY:
9.00
BPT:
54.57%
SPY:
2.08%
BPT:
89.45%
SPY:
12.83%
BPT:
-98.64%
SPY:
-55.19%
BPT:
-98.32%
SPY:
-3.06%
Returns By Period
In the year-to-date period, BPT achieves a 4.47% return, which is significantly higher than SPY's 1.38% return. Over the past 10 years, BPT has underperformed SPY with an annualized return of -31.15%, while SPY has yielded a comparatively higher 12.94% annualized return.
BPT
4.47%
11.43%
-64.03%
-75.18%
-34.79%
-31.15%
SPY
1.38%
-1.79%
6.09%
17.34%
15.76%
12.94%
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Risk-Adjusted Performance
BPT vs. SPY — Risk-Adjusted Performance Rank
BPT
SPY
BPT vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BP Prudhoe Bay Royalty Trust (BPT) 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
BPT vs. SPY - Dividend Comparison
BPT has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.19%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPT BP Prudhoe Bay Royalty Trust | 0.00% | 0.00% | 12.02% | 32.34% | 2.37% | 17.82% | 32.47% | 24.46% | 17.91% | 8.58% | 23.50% | 15.67% |
SPY SPDR S&P 500 ETF | 1.19% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BPT vs. SPY - Drawdown Comparison
The maximum BPT drawdown since its inception was -98.64%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BPT and SPY. For additional features, visit the drawdowns tool.
Volatility
BPT vs. SPY - Volatility Comparison
BP Prudhoe Bay Royalty Trust (BPT) has a higher volatility of 23.60% compared to SPDR S&P 500 ETF (SPY) at 3.69%. This indicates that BPT'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.