BTG vs. SPY
Compare and contrast key facts about B2Gold Corp. (BTG) 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: BTG or SPY.
Correlation
The correlation between BTG and SPY is 0.14, 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
BTG vs. SPY - Performance Comparison
Key characteristics
BTG:
0.36
SPY:
0.68
BTG:
0.80
SPY:
0.98
BTG:
1.09
SPY:
1.13
BTG:
0.25
SPY:
0.95
BTG:
1.00
SPY:
3.13
BTG:
15.57%
SPY:
3.03%
BTG:
43.65%
SPY:
13.89%
BTG:
-85.97%
SPY:
-55.19%
BTG:
-51.48%
SPY:
-7.62%
Returns By Period
In the year-to-date period, BTG achieves a 19.67% return, which is significantly higher than SPY's -3.39% return. Over the past 10 years, BTG has underperformed SPY with an annualized return of 9.04%, while SPY has yielded a comparatively higher 12.54% annualized return.
BTG
19.67%
8.96%
-4.17%
13.01%
0.92%
9.04%
SPY
-3.39%
-3.01%
-0.13%
10.19%
19.68%
12.54%
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Risk-Adjusted Performance
BTG vs. SPY — Risk-Adjusted Performance Rank
BTG
SPY
BTG vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for B2Gold Corp. (BTG) 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
BTG vs. SPY - Dividend Comparison
BTG's dividend yield for the trailing twelve months is around 4.11%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTG B2Gold Corp. | 4.11% | 6.56% | 5.06% | 4.48% | 4.07% | 1.96% | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BTG vs. SPY - Drawdown Comparison
The maximum BTG drawdown since its inception was -85.97%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BTG and SPY. For additional features, visit the drawdowns tool.
Volatility
BTG vs. SPY - Volatility Comparison
B2Gold Corp. (BTG) has a higher volatility of 17.38% compared to SPDR S&P 500 ETF (SPY) at 5.76%. This indicates that BTG'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.