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
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Key characteristics
BPT:
-0.85
SPY:
0.64
BPT:
-1.36
SPY:
1.16
BPT:
0.82
SPY:
1.17
BPT:
-0.72
SPY:
0.79
BPT:
-1.21
SPY:
3.04
BPT:
58.78%
SPY:
4.87%
BPT:
85.74%
SPY:
20.29%
BPT:
-98.64%
SPY:
-55.19%
BPT:
-98.10%
SPY:
-3.38%
Returns By Period
In the year-to-date period, BPT achieves a 17.65% return, which is significantly higher than SPY's 1.05% return. Over the past 10 years, BPT has underperformed SPY with an annualized return of -30.76%, while SPY has yielded a comparatively higher 12.69% annualized return.
BPT
17.65%
18.52%
-45.30%
-72.65%
-27.60%
-30.76%
SPY
1.05%
9.83%
0.15%
12.87%
17.33%
12.69%
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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.
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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 1.21%.
| 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 | 1.21% | 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.
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Volatility
BPT vs. SPY - Volatility Comparison
BP Prudhoe Bay Royalty Trust (BPT) has a higher volatility of 14.28% compared to SPDR S&P 500 ETF (SPY) at 6.19%. 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.
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