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 0.35, 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:
-0.47
SPYG:
1.64
HEINY:
-0.58
SPYG:
2.17
HEINY:
0.93
SPYG:
1.30
HEINY:
-0.28
SPYG:
2.33
HEINY:
-0.65
SPYG:
8.95
HEINY:
18.47%
SPYG:
3.32%
HEINY:
25.74%
SPYG:
18.18%
HEINY:
-63.71%
SPYG:
-67.79%
HEINY:
-30.00%
SPYG:
-3.03%
Returns By Period
In the year-to-date period, HEINY achieves a 15.74% return, which is significantly higher than SPYG's 1.92% return. Over the past 10 years, HEINY has underperformed SPYG with an annualized return of 2.17%, while SPYG has yielded a comparatively higher 14.95% annualized return.
HEINY
15.74%
19.70%
-8.45%
-13.40%
-4.72%
2.17%
SPYG
1.92%
-2.53%
10.64%
25.88%
16.08%
14.95%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 2.27%, more than SPYG's 0.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HEINY Heineken NV ADR | 2.27% | 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 | 0.59% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 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
Heineken NV ADR (HEINY) has a higher volatility of 15.00% compared to SPDR Portfolio S&P 500 Growth ETF (SPYG) at 5.73%. This indicates that HEINY's price experiences larger fluctuations and is considered to be riskier than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.