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
Key characteristics
EBF:
0.70
SPY:
0.32
EBF:
1.11
SPY:
0.51
EBF:
1.14
SPY:
1.07
EBF:
1.02
SPY:
0.39
EBF:
3.05
SPY:
1.52
EBF:
4.80%
SPY:
3.13%
EBF:
20.82%
SPY:
14.74%
EBF:
-73.10%
SPY:
-55.19%
EBF:
-10.06%
SPY:
-12.17%
Returns By Period
In the year-to-date period, EBF achieves a -4.60% return, which is significantly higher than SPY's -8.15% return. Over the past 10 years, EBF has underperformed SPY with an annualized return of 10.77%, while SPY has yielded a comparatively higher 11.89% annualized return.
EBF
-4.60%
-6.36%
-4.86%
16.22%
10.51%
10.77%
SPY
-8.15%
-6.68%
-4.88%
4.64%
18.45%
11.89%
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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.
Dividends
EBF vs. SPY - Dividend Comparison
EBF's dividend yield for the trailing twelve months is around 17.61%, more than SPY's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EBF Ennis, Inc. | 17.61% | 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 | 1.34% | 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.
Volatility
EBF vs. SPY - Volatility Comparison
Ennis, Inc. (EBF) and SPDR S&P 500 ETF (SPY) have volatilities of 7.74% and 7.47%, 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.