BUR vs. SPY
Compare and contrast key facts about Burford Capital Ltd (BUR) 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: BUR or SPY.
Correlation
The correlation between BUR and SPY is 0.26, 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
BUR vs. SPY - Performance Comparison
Key characteristics
BUR:
0.21
SPY:
1.97
BUR:
0.51
SPY:
2.64
BUR:
1.06
SPY:
1.36
BUR:
0.13
SPY:
2.97
BUR:
0.43
SPY:
12.34
BUR:
15.55%
SPY:
2.03%
BUR:
31.85%
SPY:
12.68%
BUR:
-86.79%
SPY:
-55.19%
BUR:
-39.05%
SPY:
-0.01%
Returns By Period
In the year-to-date period, BUR achieves a 20.47% return, which is significantly higher than SPY's 4.03% return.
BUR
20.47%
17.25%
16.55%
2.25%
16.22%
N/A
SPY
4.03%
2.85%
10.70%
23.01%
14.30%
13.22%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
BUR vs. SPY — Risk-Adjusted Performance Rank
BUR
SPY
BUR vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Burford Capital Ltd (BUR) 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
BUR vs. SPY - Dividend Comparison
BUR's dividend yield for the trailing twelve months is around 0.81%, less than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUR Burford Capital Ltd | 0.81% | 0.98% | 0.79% | 1.53% | 1.78% | 0.00% | 1.38% | 0.58% | 0.65% | 1.32% | 0.00% | 0.00% |
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
BUR vs. SPY - Drawdown Comparison
The maximum BUR drawdown since its inception was -86.79%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BUR and SPY. For additional features, visit the drawdowns tool.
Volatility
BUR vs. SPY - Volatility Comparison
Burford Capital Ltd (BUR) has a higher volatility of 9.41% compared to SPDR S&P 500 ETF (SPY) at 3.15%. This indicates that BUR'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.