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 0.24, 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:
-0.39
SPYG:
2.14
BRY:
-0.30
SPYG:
2.77
BRY:
0.96
SPYG:
1.38
BRY:
-0.23
SPYG:
3.00
BRY:
-0.52
SPYG:
11.59
BRY:
29.27%
SPYG:
3.29%
BRY:
38.68%
SPYG:
17.84%
BRY:
-88.53%
SPYG:
-67.79%
BRY:
-55.19%
SPYG:
-0.43%
Returns By Period
In the year-to-date period, BRY achieves a 18.89% return, which is significantly higher than SPYG's 3.31% return.
BRY
18.89%
29.55%
-21.60%
-17.20%
-0.13%
N/A
SPYG
3.31%
2.07%
12.57%
35.74%
16.77%
15.50%
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Risk-Adjusted Performance
BRY vs. SPYG — Risk-Adjusted Performance Rank
BRY
SPYG
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 15.27%, more than SPYG's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRY Berry Corporation | 15.27% | 18.16% | 13.80% | 16.75% | 2.38% | 3.26% | 5.09% | 2.40% | 0.00% | 0.00% | 0.00% | 0.00% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.58% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% |
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 11.44% compared to SPDR Portfolio S&P 500 Growth ETF (SPYG) at 6.33%. 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.