DIP vs. SPY
Compare and contrast key facts about Btd Capital Fund (DIP) and SPDR S&P 500 ETF (SPY).
DIP and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DIP is an actively managed fund by New Capital. It was launched on Dec 12, 2022. 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: DIP or SPY.
Correlation
The correlation between DIP and SPY is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DIP vs. SPY - Performance Comparison
Key characteristics
Returns By Period
DIP
N/A
N/A
N/A
N/A
N/A
N/A
SPY
-5.76%
-2.90%
-4.30%
9.72%
15.64%
12.04%
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DIP vs. SPY - Expense Ratio Comparison
DIP has a 0.77% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
DIP vs. SPY — Risk-Adjusted Performance Rank
DIP
SPY
DIP vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Btd Capital Fund (DIP) 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
DIP vs. SPY - Dividend Comparison
DIP has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.30%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIP Btd Capital Fund | 0.00% | 0.16% | 0.55% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.30% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
DIP vs. SPY - Drawdown Comparison
Volatility
DIP vs. SPY - Volatility Comparison
The current volatility for Btd Capital Fund (DIP) is 0.00%, while SPDR S&P 500 ETF (SPY) has a volatility of 15.12%. This indicates that DIP 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.