MUSA vs. SPY
Compare and contrast key facts about Murphy USA Inc. (MUSA) 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: MUSA or SPY.
Correlation
The correlation between MUSA and SPY is 0.36, 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
MUSA vs. SPY - Performance Comparison
Key characteristics
MUSA:
1.08
SPY:
2.20
MUSA:
1.76
SPY:
2.91
MUSA:
1.20
SPY:
1.41
MUSA:
1.87
SPY:
3.35
MUSA:
5.23
SPY:
13.99
MUSA:
5.10%
SPY:
2.01%
MUSA:
24.65%
SPY:
12.79%
MUSA:
-33.72%
SPY:
-55.19%
MUSA:
-14.26%
SPY:
-1.35%
Returns By Period
In the year-to-date period, MUSA achieves a -5.07% return, which is significantly lower than SPY's 1.96% return. Over the past 10 years, MUSA has outperformed SPY with an annualized return of 21.63%, while SPY has yielded a comparatively lower 13.44% annualized return.
MUSA
-5.07%
-8.44%
-6.64%
28.35%
34.23%
21.63%
SPY
1.96%
2.27%
9.55%
27.02%
14.23%
13.44%
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Risk-Adjusted Performance
MUSA vs. SPY — Risk-Adjusted Performance Rank
MUSA
SPY
MUSA vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Murphy USA Inc. (MUSA) 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
MUSA vs. SPY - Dividend Comparison
MUSA's dividend yield for the trailing twelve months is around 0.38%, less than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUSA Murphy USA Inc. | 0.38% | 0.36% | 0.43% | 0.45% | 0.52% | 0.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
MUSA vs. SPY - Drawdown Comparison
The maximum MUSA drawdown since its inception was -33.72%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for MUSA and SPY. For additional features, visit the drawdowns tool.
Volatility
MUSA vs. SPY - Volatility Comparison
Murphy USA Inc. (MUSA) has a higher volatility of 5.73% compared to SPDR S&P 500 ETF (SPY) at 5.10%. This indicates that MUSA'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.