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:
-0.93
SPY:
1.95
BPT:
-1.96
SPY:
2.60
BPT:
0.75
SPY:
1.36
BPT:
-0.82
SPY:
2.98
BPT:
-1.63
SPY:
12.42
BPT:
49.54%
SPY:
2.02%
BPT:
86.70%
SPY:
12.88%
BPT:
-98.64%
SPY:
-55.19%
BPT:
-98.41%
SPY:
-1.30%
Returns By Period
In the year-to-date period, BPT achieves a -1.19% return, which is significantly lower than SPY's 2.68% return. Over the past 10 years, BPT has underperformed SPY with an annualized return of -32.72%, while SPY has yielded a comparatively higher 13.67% annualized return.
BPT
-1.19%
-4.53%
-67.62%
-80.53%
-36.77%
-32.72%
SPY
2.68%
2.31%
9.96%
24.17%
15.14%
13.67%
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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 1.17%.
| 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 | 1.17% | 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 50.60% compared to SPDR S&P 500 ETF (SPY) at 4.23%. 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.