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:
0.63
SPY:
0.32
MUSA:
1.04
SPY:
0.51
MUSA:
1.12
SPY:
1.07
MUSA:
0.72
SPY:
0.39
MUSA:
1.81
SPY:
1.52
MUSA:
8.57%
SPY:
3.13%
MUSA:
24.56%
SPY:
14.74%
MUSA:
-33.72%
SPY:
-55.19%
MUSA:
-13.03%
SPY:
-12.17%
Returns By Period
In the year-to-date period, MUSA achieves a -3.72% return, which is significantly higher than SPY's -8.15% return. Over the past 10 years, MUSA has outperformed SPY with an annualized return of 21.21%, while SPY has yielded a comparatively lower 11.89% annualized return.
MUSA
-3.72%
2.45%
1.25%
15.21%
42.46%
21.21%
SPY
-8.15%
-6.68%
-4.88%
4.64%
18.45%
11.89%
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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 0.39%, less than SPY's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUSA Murphy USA Inc. | 0.39% | 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 | 1.34% | 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 8.10% compared to SPDR S&P 500 ETF (SPY) at 7.47%. 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.