FIZZ vs. SPY
Compare and contrast key facts about National Beverage Corp. (FIZZ) 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: FIZZ or SPY.
Correlation
The correlation between FIZZ and SPY is 0.28, 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
FIZZ vs. SPY - Performance Comparison
Key characteristics
FIZZ:
-0.57
SPY:
1.88
FIZZ:
-0.80
SPY:
2.53
FIZZ:
0.91
SPY:
1.35
FIZZ:
-0.30
SPY:
2.83
FIZZ:
-1.20
SPY:
11.74
FIZZ:
12.95%
SPY:
2.02%
FIZZ:
27.04%
SPY:
12.64%
FIZZ:
-69.59%
SPY:
-55.19%
FIZZ:
-50.83%
SPY:
-0.42%
Returns By Period
In the year-to-date period, FIZZ achieves a -8.09% return, which is significantly lower than SPY's 4.15% return. Over the past 10 years, FIZZ has outperformed SPY with an annualized return of 16.29%, while SPY has yielded a comparatively lower 13.18% annualized return.
FIZZ
-8.09%
-8.56%
-13.17%
-16.75%
15.63%
16.29%
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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Risk-Adjusted Performance
FIZZ vs. SPY — Risk-Adjusted Performance Rank
FIZZ
SPY
FIZZ vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for National Beverage Corp. (FIZZ) 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
FIZZ vs. SPY - Dividend Comparison
FIZZ's dividend yield for the trailing twelve months is around 8.29%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIZZ National Beverage Corp. | 8.29% | 7.62% | 0.00% | 0.00% | 6.62% | 7.07% | 0.00% | 4.04% | 1.54% | 2.94% | 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
FIZZ vs. SPY - Drawdown Comparison
The maximum FIZZ drawdown since its inception was -69.59%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FIZZ and SPY. For additional features, visit the drawdowns tool.
Volatility
FIZZ vs. SPY - Volatility Comparison
National Beverage Corp. (FIZZ) has a higher volatility of 4.17% compared to SPDR S&P 500 ETF (SPY) at 2.93%. This indicates that FIZZ'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.