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:
0.71
SPY:
0.54
BTG:
1.25
SPY:
0.89
BTG:
1.15
SPY:
1.13
BTG:
0.52
SPY:
0.58
BTG:
2.08
SPY:
2.39
BTG:
15.47%
SPY:
4.51%
BTG:
45.57%
SPY:
20.07%
BTG:
-85.97%
SPY:
-55.19%
BTG:
-47.27%
SPY:
-10.54%
Returns By Period
In the year-to-date period, BTG achieves a 30.05% return, which is significantly higher than SPY's -6.44% return. Over the past 10 years, BTG has underperformed SPY with an annualized return of 9.53%, while SPY has yielded a comparatively higher 11.95% annualized return.
BTG
30.05%
-0.63%
-6.19%
31.06%
-6.25%
9.53%
SPY
-6.44%
-5.00%
-5.02%
9.54%
15.80%
11.95%
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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 4.44%, more than SPY's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTG B2Gold Corp. | 4.44% | 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 | 1.31% | 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 20.76% compared to SPDR S&P 500 ETF (SPY) at 15.13%. 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.