BWTG vs. SPY
Compare and contrast key facts about Brendan Wood TopGun ETF (BWTG) and SPDR S&P 500 ETF (SPY).
BWTG and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BWTG is an actively managed fund by Brendan Wood. It was launched on Nov 8, 2023. 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: BWTG or SPY.
Correlation
The correlation between BWTG and SPY is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BWTG vs. SPY - Performance Comparison
Key characteristics
BWTG:
1.49
SPY:
1.97
BWTG:
2.15
SPY:
2.64
BWTG:
1.26
SPY:
1.36
BWTG:
2.34
SPY:
2.97
BWTG:
7.75
SPY:
12.34
BWTG:
2.49%
SPY:
2.03%
BWTG:
12.89%
SPY:
12.68%
BWTG:
-8.23%
SPY:
-55.19%
BWTG:
-0.08%
SPY:
-0.01%
Returns By Period
In the year-to-date period, BWTG achieves a 6.83% return, which is significantly higher than SPY's 4.03% return.
BWTG
6.83%
5.02%
9.78%
17.19%
N/A
N/A
SPY
4.03%
2.85%
10.70%
23.01%
14.30%
13.22%
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BWTG vs. SPY - Expense Ratio Comparison
BWTG has a 0.95% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
BWTG vs. SPY — Risk-Adjusted Performance Rank
BWTG
SPY
BWTG vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brendan Wood TopGun ETF (BWTG) 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
BWTG vs. SPY - Dividend Comparison
BWTG's dividend yield for the trailing twelve months is around 0.23%, less than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWTG Brendan Wood TopGun ETF | 0.23% | 0.25% | 0.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 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
BWTG vs. SPY - Drawdown Comparison
The maximum BWTG drawdown since its inception was -8.23%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BWTG and SPY. For additional features, visit the drawdowns tool.
Volatility
BWTG vs. SPY - Volatility Comparison
Brendan Wood TopGun ETF (BWTG) and SPDR S&P 500 ETF (SPY) have volatilities of 3.08% and 3.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.