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BR vs. SPY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BR vs. SPY

Last updated May 12, 2025

Compare and contrast key facts about Broadridge Financial Solutions, Inc. (BR) 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: BR or SPY.

Correlation

The correlation between BR and SPY is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

BR vs. SPY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Broadridge Financial Solutions, Inc. (BR) and SPDR S&P 500 ETF (SPY). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

BR:

7.87%

SPY:

20.02%

Max Drawdown

BR:

-0.08%

SPY:

-55.19%

Current Drawdown

BR:

0.00%

SPY:

-7.65%

Returns By Period

BR

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

SPY

YTD

-3.42%

1M

5.69%

6M

-5.06%

1Y

9.73%

5Y*

16.26%

10Y*

12.24%

*Annualized

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Risk-Adjusted Performance

BR vs. SPY — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BR
The Risk-Adjusted Performance Rank of BR is 8383
Overall Rank
The Sharpe Ratio Rank of BR is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of BR is 7373
Sortino Ratio Rank
The Omega Ratio Rank of BR is 7474
Omega Ratio Rank
The Calmar Ratio Rank of BR is 9191
Calmar Ratio Rank
The Martin Ratio Rank of BR is 8989
Martin Ratio Rank
SPY
The Risk-Adjusted Performance Rank of SPY is 6363
Overall Rank
The Sharpe Ratio Rank of SPY is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of SPY is 6161
Sortino Ratio Rank
The Omega Ratio Rank of SPY is 6464
Omega Ratio Rank
The Calmar Ratio Rank of SPY is 6666
Calmar Ratio Rank
The Martin Ratio Rank of SPY is 6565
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BR vs. SPY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Broadridge Financial Solutions, Inc. (BR) 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

BR vs. SPY - Dividend Comparison

BR's dividend yield for the trailing twelve months is around 1.45%, more than SPY's 1.27% yield.

TTM20242023202220212020201920182017201620152014
BR
Broadridge Financial Solutions, Inc.		1.45%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

BR vs. SPY - Drawdown Comparison

The maximum BR drawdown since its inception was -0.08%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BR and SPY. For additional features, visit the drawdowns tool.

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Volatility

BR vs. SPY - Volatility Comparison

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