PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
BRY vs. SPYG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BRY and SPYG is 0.35, 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.

BRY vs. SPYG

Last updated Jun 3, 2025

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.

Performance

BRY vs. SPYG - Performance Comparison

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

Loading data...

Key characteristics

Sharpe Ratio

BRY:

-1.10

SPYG:

0.85

Sortino Ratio

BRY:

-1.81

SPYG:

1.22

Omega Ratio

BRY:

0.77

SPYG:

1.17

Calmar Ratio

BRY:

-0.77

SPYG:

0.89

Martin Ratio

BRY:

-1.73

SPYG:

2.97

Ulcer Index

BRY:

35.48%

SPYG:

6.63%

Daily Std Dev

BRY:

57.30%

SPYG:

25.19%

Max Drawdown

BRY:

-88.53%

SPYG:

-67.79%

Current Drawdown

BRY:

-77.57%

SPYG:

-2.03%

Returns By Period

In the year-to-date period, BRY achieves a -40.49% return, which is significantly lower than SPYG's 2.98% return.

BRY

YTD

-40.49%

1M

-5.92%

6M

-40.35%

1Y

-62.45%

3Y*

-32.00%

5Y*

-5.46%

10Y*

N/A

SPYG

YTD

2.98%

1M

7.01%

6M

3.01%

1Y

21.29%

3Y*

17.90%

5Y*

16.41%

10Y*

15.09%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Berry Corporation

SPDR Portfolio S&P 500 Growth ETF

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

BRY vs. SPYG — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BRY
The Risk-Adjusted Performance Rank of BRY is 33
Overall Rank
The Sharpe Ratio Rank of BRY is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of BRY is 33
Sortino Ratio Rank
The Omega Ratio Rank of BRY is 44
Omega Ratio Rank
The Calmar Ratio Rank of BRY is 66
Calmar Ratio Rank
The Martin Ratio Rank of BRY is 22
Martin Ratio Rank
SPYG
The Risk-Adjusted Performance Rank of SPYG is 7070
Overall Rank
The Sharpe Ratio Rank of SPYG is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of SPYG is 6969
Sortino Ratio Rank
The Omega Ratio Rank of SPYG is 6969
Omega Ratio Rank
The Calmar Ratio Rank of SPYG is 7676
Calmar Ratio Rank
The Martin Ratio Rank of SPYG is 6969
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.

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.

The current BRY Sharpe Ratio is -1.10, which is lower than the SPYG Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of BRY and SPYG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Loading data...

Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

BRY vs. SPYG - Dividend Comparison

BRY's dividend yield for the trailing twelve months is around 17.84%, more than SPYG's 0.60% yield.

TTM20242023202220212020201920182017201620152014
BRY
Berry Corporation		17.84%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		0.60%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.

Loading data...

Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

BRY vs. SPYG - Volatility Comparison

Berry Corporation (BRY) has a higher volatility of 24.36% compared to SPDR Portfolio S&P 500 Growth ETF (SPYG) at 5.54%. 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.

Loading data...