HEINY vs. SPYG
Compare and contrast key facts about Heineken NV ADR (HEINY) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HEINY or SPYG.
Correlation
The correlation between HEINY and SPYG is 0.38, 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
HEINY vs. SPYG - Performance Comparison
Key characteristics
HEINY:
-0.28
SPYG:
0.67
HEINY:
-0.26
SPYG:
1.06
HEINY:
0.97
SPYG:
1.15
HEINY:
-0.18
SPYG:
0.75
HEINY:
-0.38
SPYG:
2.66
HEINY:
20.02%
SPYG:
6.24%
HEINY:
27.16%
SPYG:
24.86%
HEINY:
-63.71%
SPYG:
-67.79%
HEINY:
-24.64%
SPYG:
-12.90%
Returns By Period
In the year-to-date period, HEINY achieves a 24.62% return, which is significantly higher than SPYG's -8.45% return. Over the past 10 years, HEINY has underperformed SPYG with an annualized return of 2.59%, while SPYG has yielded a comparatively higher 13.69% annualized return.
HEINY
24.62%
9.05%
2.77%
-9.39%
2.95%
2.59%
SPYG
-8.45%
-4.90%
-4.07%
14.76%
16.20%
13.69%
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Risk-Adjusted Performance
HEINY vs. SPYG — Risk-Adjusted Performance Rank
HEINY
SPYG
HEINY vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Heineken NV ADR (HEINY) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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
HEINY vs. SPYG - Dividend Comparison
HEINY's dividend yield for the trailing twelve months is around 2.11%, more than SPYG's 0.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HEINY Heineken NV ADR | 2.11% | 2.63% | 2.03% | 1.71% | 0.77% | 1.02% | 1.74% | 2.08% | 1.44% | 2.04% | 1.54% | 1.71% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.67% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.37% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% |
Drawdowns
HEINY vs. SPYG - Drawdown Comparison
The maximum HEINY drawdown since its inception was -63.71%, smaller than the maximum SPYG drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for HEINY and SPYG. For additional features, visit the drawdowns tool.
Volatility
HEINY vs. SPYG - Volatility Comparison
The current volatility for Heineken NV ADR (HEINY) is 8.86%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 16.41%. This indicates that HEINY experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.