NGVC vs. SPY
Compare and contrast key facts about Natural Grocers by Vitamin Cottage, Inc. (NGVC) 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: NGVC or SPY.
Correlation
The correlation between NGVC and SPY is 0.27, 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
NGVC vs. SPY - Performance Comparison
Key characteristics
NGVC:
4.70
SPY:
1.88
NGVC:
5.13
SPY:
2.53
NGVC:
1.69
SPY:
1.35
NGVC:
4.13
SPY:
2.83
NGVC:
29.63
SPY:
11.74
NGVC:
7.58%
SPY:
2.02%
NGVC:
47.92%
SPY:
12.64%
NGVC:
-89.04%
SPY:
-55.19%
NGVC:
-5.52%
SPY:
-0.42%
Returns By Period
In the year-to-date period, NGVC achieves a 19.41% return, which is significantly higher than SPY's 4.15% return. Over the past 10 years, NGVC has underperformed SPY with an annualized return of 8.21%, while SPY has yielded a comparatively higher 13.18% annualized return.
NGVC
19.41%
15.54%
94.36%
221.44%
51.74%
8.21%
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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Risk-Adjusted Performance
NGVC vs. SPY — Risk-Adjusted Performance Rank
NGVC
SPY
NGVC vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Natural Grocers by Vitamin Cottage, Inc. (NGVC) 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
NGVC vs. SPY - Dividend Comparison
NGVC's dividend yield for the trailing twelve months is around 0.89%, less than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NGVC Natural Grocers by Vitamin Cottage, Inc. | 0.89% | 1.06% | 8.75% | 4.38% | 2.18% | 16.59% | 0.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
NGVC vs. SPY - Drawdown Comparison
The maximum NGVC drawdown since its inception was -89.04%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for NGVC and SPY. For additional features, visit the drawdowns tool.
Volatility
NGVC vs. SPY - Volatility Comparison
Natural Grocers by Vitamin Cottage, Inc. (NGVC) has a higher volatility of 12.20% compared to SPDR S&P 500 ETF (SPY) at 2.93%. This indicates that NGVC'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.