BSRR vs. SPY
Compare and contrast key facts about Sierra Bancorp (BSRR) 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: BSRR or SPY.
Correlation
The correlation between BSRR and SPY is 0.31, 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
BSRR vs. SPY - Performance Comparison
Key characteristics
BSRR:
1.83
SPY:
1.97
BSRR:
2.75
SPY:
2.64
BSRR:
1.33
SPY:
1.36
BSRR:
2.39
SPY:
2.97
BSRR:
8.84
SPY:
12.34
BSRR:
8.59%
SPY:
2.03%
BSRR:
41.44%
SPY:
12.68%
BSRR:
-81.34%
SPY:
-55.19%
BSRR:
-10.39%
SPY:
-0.01%
Returns By Period
In the year-to-date period, BSRR achieves a 7.18% return, which is significantly higher than SPY's 4.03% return. Over the past 10 years, BSRR has underperformed SPY with an annualized return of 9.97%, while SPY has yielded a comparatively higher 13.18% annualized return.
BSRR
7.18%
5.54%
10.33%
65.34%
6.94%
9.97%
SPY
4.03%
2.03%
9.65%
23.63%
14.28%
13.18%
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Risk-Adjusted Performance
BSRR vs. SPY — Risk-Adjusted Performance Rank
BSRR
SPY
BSRR vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sierra Bancorp (BSRR) 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
BSRR vs. SPY - Dividend Comparison
BSRR's dividend yield for the trailing twelve months is around 3.12%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSRR Sierra Bancorp | 3.12% | 3.25% | 4.08% | 4.33% | 3.17% | 3.34% | 2.54% | 2.66% | 2.11% | 1.81% | 2.38% | 1.94% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BSRR vs. SPY - Drawdown Comparison
The maximum BSRR drawdown since its inception was -81.34%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BSRR and SPY. For additional features, visit the drawdowns tool.
Volatility
BSRR vs. SPY - Volatility Comparison
Sierra Bancorp (BSRR) has a higher volatility of 9.71% compared to SPDR S&P 500 ETF (SPY) at 3.15%. This indicates that BSRR'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.