BRY vs. SPYG

Last updated Aug 4, 2026

BRY (Berry Corporation) is a stock, while SPYG (State Street SPDR Portfolio S&P 500 Growth ETF) is S&P 500 fund tracking the S&P 500 Growth Index. Their 0.23 correlation means their historical movements had little consistent relationship.

Performance

BRY vs. SPYG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Berry Corporation (BRY) and State Street SPDR Portfolio S&P 500 Growth ETF (SPYG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BRY

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

SPYG

• 1D: 2.15%
• 1M: 2.10%
• 6M: 11.46%
• YTD: 12.43%
• 1Y: 24.33%
• 3Y*: 25.98%
• 5Y*: 13.61%
• 10Y*: 17.52%
• ALL TIME*: 7.54%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
SPYG State Street SPDR Portfolio S&P 500 Growth ETF	$323.67M	$273.71M	$308.17M

BRY vs. SPYG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
BRY Berry Corporation	0.00%	-17.92%	-34.12%	-0.36%	9.71%	135.52%	-59.55%	13.17%	-34.05%
SPYG State Street SPDR Portfolio S&P 500 Growth ETF	12.43%	22.09%	35.99%	30.02%	-29.41%	32.01%	33.46%	30.84%	-10.74%

Correlation

The correlation between BRY and SPYG is 0.03, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.03
Correlation (3Y) Balances recent behavior with more history.	0.11
Correlation (5Y) Shows whether the relationship held over a longer period.	0.21
Correlation (All Time) Calculated using the full available price history since Jul 18, 2018	0.23

Over the past year, the correlation between BRY and SPYG has dropped to 0.03 - well below their long-term average of 0.23, suggesting their price drivers have been diverging.

Return for Risk

BRY vs. SPYG — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BRY

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

SPYG

SPYG Risk / Return Rank: 53
SPYG Sharpe Ratio Rank: 55
SPYG Sortino Ratio Rank: 54
SPYG Omega Ratio Rank: 52
SPYG Calmar Ratio Rank: 48
SPYG Martin Ratio Rank: 54

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BRY vs. SPYG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Berry Corporation (BRY) and State Street SPDR Portfolio S&P 500 Growth ETF (SPYG). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BRY	SPYG	Difference
Sharpe ratio: Return per unit of total volatility	—	1.34	—
Sortino ratio: Return per unit of downside risk	—	1.93	—
Omega ratio: Gain probability vs. loss probability	—	1.24	—
Calmar ratio: Return relative to maximum drawdown	—	1.78	—
Martin ratio: Return relative to average drawdown	—	6.45	—

Drawdowns

Drawdown Indicators

	BRY	SPYG	Difference
Max Drawdown Largest peak-to-trough decline	—	-67.63%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-13.76%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-22.14%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-32.67%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-32.67%	—
Current Drawdown Current decline from peak	—	-2.28%	—
Average Drawdown Average peak-to-trough decline	—	-24.20%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.78%	—

Volatility

Volatility by Period

	BRY	SPYG	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	6.35%	—
Volatility (6M) Calculated over the trailing 6-month period	—	14.96%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	18.23%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	21.53%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	20.81%	—

Dividends

BRY vs. SPYG - Dividend Comparison

BRY's dividend yield for the trailing twelve months is around 1.84%, more than SPYG's 0.48% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BRY Berry Corporation	1.84%	3.68%	18.16%	13.80%	16.75%	2.38%	3.26%	5.09%	2.40%	0.00%	0.00%	0.00%
SPYG State Street SPDR Portfolio S&P 500 Growth ETF	0.48%	0.52%	0.60%	1.15%	1.03%	0.62%	0.90%	1.37%	1.51%	1.41%	1.55%	1.57%

Frequently Asked Questions

Can I hold both BRY and SPYG in my portfolio?

BRY and SPYG have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.