BTI vs. SPY
Compare and contrast key facts about British American Tobacco p.l.c. (BTI) 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: BTI or SPY.
Correlation
The correlation between BTI 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
BTI vs. SPY - Performance Comparison
Key characteristics
BTI:
2.29
SPY:
-0.09
BTI:
2.79
SPY:
-0.02
BTI:
1.44
SPY:
1.00
BTI:
1.20
SPY:
-0.09
BTI:
9.57
SPY:
-0.45
BTI:
4.58%
SPY:
3.31%
BTI:
19.14%
SPY:
15.87%
BTI:
-63.57%
SPY:
-55.19%
BTI:
-5.01%
SPY:
-17.32%
Returns By Period
In the year-to-date period, BTI achieves a 11.78% return, which is significantly higher than SPY's -13.53% return. Over the past 10 years, BTI has underperformed SPY with an annualized return of 3.57%, while SPY has yielded a comparatively higher 11.25% annualized return.
BTI
11.78%
2.31%
17.41%
45.87%
10.46%
3.57%
SPY
-13.53%
-13.08%
-11.25%
-0.26%
17.01%
11.25%
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Risk-Adjusted Performance
BTI vs. SPY — Risk-Adjusted Performance Rank
BTI
SPY
BTI vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for British American Tobacco p.l.c. (BTI) 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
BTI vs. SPY - Dividend Comparison
BTI's dividend yield for the trailing twelve months is around 7.47%, more than SPY's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTI British American Tobacco p.l.c. | 7.47% | 8.18% | 9.57% | 7.40% | 7.98% | 7.22% | 6.35% | 8.52% | 4.18% | 3.79% | 4.21% | 4.55% |
SPY SPDR S&P 500 ETF | 1.42% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BTI vs. SPY - Drawdown Comparison
The maximum BTI drawdown since its inception was -63.57%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BTI and SPY. For additional features, visit the drawdowns tool.
Volatility
BTI vs. SPY - Volatility Comparison
The current volatility for British American Tobacco p.l.c. (BTI) is 8.05%, while SPDR S&P 500 ETF (SPY) has a volatility of 9.29%. This indicates that BTI experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.