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 0.37, 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
HEINY vs. SPYG - Performance Comparison
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Key characteristics
HEINY:
-0.52
SPYG:
0.85
HEINY:
-0.56
SPYG:
1.37
HEINY:
0.93
SPYG:
1.19
HEINY:
-0.28
SPYG:
1.02
HEINY:
-0.61
SPYG:
3.43
HEINY:
20.36%
SPYG:
6.60%
HEINY:
27.13%
SPYG:
25.04%
HEINY:
-63.71%
SPYG:
-67.79%
HEINY:
-24.54%
SPYG:
-2.42%
Returns By Period
In the year-to-date period, HEINY achieves a 24.79% return, which is significantly higher than SPYG's 2.57% return. Over the past 10 years, HEINY has underperformed SPYG with an annualized return of 2.36%, while SPYG has yielded a comparatively higher 14.91% annualized return.
HEINY
24.79%
-0.85%
17.42%
-13.90%
3.76%
2.36%
SPYG
2.57%
17.61%
6.07%
21.24%
18.07%
14.91%
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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.
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Dividends
HEINY vs. SPYG - Dividend Comparison
HEINY's dividend yield for the trailing twelve months is around 0.85%, more than SPYG's 0.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HEINY Heineken NV ADR | 0.85% | 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 | 0.60% | 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.
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Volatility
HEINY vs. SPYG - Volatility Comparison
The current volatility for Heineken NV ADR (HEINY) is 4.42%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 6.68%. 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.
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