BRY vs. SPYG
Compare and contrast key facts about Berry Corporation (BRY) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRY or SPYG.
Correlation
The correlation between BRY and SPYG is 0.25, 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
BRY vs. SPYG - Performance Comparison
Key characteristics
BRY:
-0.94
SPYG:
2.08
BRY:
-1.22
SPYG:
2.70
BRY:
0.85
SPYG:
1.38
BRY:
-0.55
SPYG:
2.86
BRY:
-1.35
SPYG:
11.29
BRY:
26.35%
SPYG:
3.23%
BRY:
37.87%
SPYG:
17.52%
BRY:
-88.53%
SPYG:
-67.79%
BRY:
-63.77%
SPYG:
-3.68%
Returns By Period
In the year-to-date period, BRY achieves a -36.67% return, which is significantly lower than SPYG's 35.92% return.
BRY
-36.67%
-9.15%
-31.59%
-36.85%
-7.69%
N/A
SPYG
35.92%
3.00%
9.07%
35.77%
17.21%
15.11%
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Risk-Adjusted Performance
BRY vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Berry Corporation (BRY) and 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.
Dividends
BRY vs. SPYG - Dividend Comparison
BRY's dividend yield for the trailing twelve months is around 18.89%, more than SPYG's 0.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRY Berry Corporation | 18.89% | 13.80% | 16.75% | 2.38% | 3.26% | 5.09% | 2.40% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.41% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% | 1.42% |
Drawdowns
BRY vs. SPYG - Drawdown Comparison
The maximum BRY drawdown since its inception was -88.53%, which is greater than SPYG's maximum drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for BRY and SPYG. For additional features, visit the drawdowns tool.
Volatility
BRY vs. SPYG - Volatility Comparison
Berry Corporation (BRY) has a higher volatility of 14.43% compared to SPDR Portfolio S&P 500 Growth ETF (SPYG) at 4.78%. This indicates that BRY's price experiences larger fluctuations and is considered to be riskier than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.