EBF vs. SPY
Compare and contrast key facts about Ennis, Inc. (EBF) 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: EBF or SPY.
Correlation
The correlation between EBF and SPY is 0.37, 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
EBF vs. SPY - Performance Comparison
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Key characteristics
EBF:
0.44
SPY:
0.68
EBF:
0.79
SPY:
1.09
EBF:
1.10
SPY:
1.16
EBF:
0.51
SPY:
0.73
EBF:
1.52
SPY:
2.81
EBF:
7.02%
SPY:
4.88%
EBF:
23.75%
SPY:
20.30%
EBF:
-73.10%
SPY:
-55.19%
EBF:
-10.85%
SPY:
-2.66%
Returns By Period
In the year-to-date period, EBF achieves a -5.44% return, which is significantly lower than SPY's 1.80% return. Over the past 10 years, EBF has underperformed SPY with an annualized return of 8.08%, while SPY has yielded a comparatively higher 12.75% annualized return.
EBF
-5.44%
3.74%
-5.31%
10.28%
13.04%
10.58%
8.08%
SPY
1.80%
13.00%
1.78%
13.78%
16.84%
16.59%
12.75%
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Risk-Adjusted Performance
EBF vs. SPY — Risk-Adjusted Performance Rank
EBF
SPY
EBF vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ennis, Inc. (EBF) 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.
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Dividends
EBF vs. SPY - Dividend Comparison
EBF's dividend yield for the trailing twelve months is around 18.00%, more than SPY's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EBF Ennis, Inc. | 18.00% | 16.60% | 4.56% | 4.51% | 4.86% | 5.04% | 4.16% | 4.94% | 3.61% | 12.68% | 3.64% | 5.20% |
SPY SPDR S&P 500 ETF | 1.20% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
EBF vs. SPY - Drawdown Comparison
The maximum EBF drawdown since its inception was -73.10%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for EBF and SPY. For additional features, visit the drawdowns tool.
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Volatility
EBF vs. SPY - Volatility Comparison
Ennis, Inc. (EBF) has a higher volatility of 11.50% compared to SPDR S&P 500 ETF (SPY) at 5.51%. This indicates that EBF'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.
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