BRIG.L vs. SPY
Compare and contrast key facts about BlackRock Income and Growth Investment Trust plc (BRIG.L) 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: BRIG.L or SPY.
Correlation
The correlation between BRIG.L and SPY is 0.16, 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
BRIG.L vs. SPY - Performance Comparison
Key characteristics
BRIG.L:
0.96
SPY:
1.72
BRIG.L:
1.57
SPY:
2.33
BRIG.L:
1.23
SPY:
1.32
BRIG.L:
2.23
SPY:
2.61
BRIG.L:
4.94
SPY:
10.82
BRIG.L:
4.16%
SPY:
2.03%
BRIG.L:
21.34%
SPY:
12.75%
BRIG.L:
-59.17%
SPY:
-55.19%
BRIG.L:
-1.44%
SPY:
-1.05%
Returns By Period
In the year-to-date period, BRIG.L achieves a 7.12% return, which is significantly higher than SPY's 2.95% return. Over the past 10 years, BRIG.L has underperformed SPY with an annualized return of 5.10%, while SPY has yielded a comparatively higher 13.13% annualized return.
BRIG.L
7.12%
6.58%
5.51%
20.54%
4.33%
5.10%
SPY
2.95%
3.78%
11.68%
23.68%
14.09%
13.13%
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Risk-Adjusted Performance
BRIG.L vs. SPY — Risk-Adjusted Performance Rank
BRIG.L
SPY
BRIG.L vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Income and Growth Investment Trust plc (BRIG.L) 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
BRIG.L vs. SPY - Dividend Comparison
BRIG.L's dividend yield for the trailing twelve months is around 3.69%, more than SPY's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRIG.L BlackRock Income and Growth Investment Trust plc | 3.69% | 3.81% | 3.90% | 3.77% | 3.82% | 4.20% | 3.38% | 3.75% | 3.05% | 3.17% | 3.15% | 3.24% |
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
BRIG.L vs. SPY - Drawdown Comparison
The maximum BRIG.L drawdown since its inception was -59.17%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BRIG.L and SPY. For additional features, visit the drawdowns tool.
Volatility
BRIG.L vs. SPY - Volatility Comparison
BlackRock Income and Growth Investment Trust plc (BRIG.L) has a higher volatility of 9.37% compared to SPDR S&P 500 ETF (SPY) at 3.45%. This indicates that BRIG.L'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.