OSCR vs. SPY
Compare and contrast key facts about Oscar Health, Inc. (OSCR) 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: OSCR or SPY.
Correlation
The correlation between OSCR and SPY is 0.39, 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
OSCR vs. SPY - Performance Comparison
Key characteristics
OSCR:
0.48
SPY:
1.95
OSCR:
1.23
SPY:
2.60
OSCR:
1.14
SPY:
1.36
OSCR:
0.51
SPY:
2.98
OSCR:
1.39
SPY:
12.42
OSCR:
24.37%
SPY:
2.02%
OSCR:
70.65%
SPY:
12.88%
OSCR:
-94.15%
SPY:
-55.19%
OSCR:
-54.64%
SPY:
-1.30%
Returns By Period
In the year-to-date period, OSCR achieves a 24.11% return, which is significantly higher than SPY's 2.68% return.
OSCR
24.11%
22.83%
-5.66%
30.21%
N/A
N/A
SPY
2.68%
2.31%
9.96%
24.17%
15.14%
13.67%
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Risk-Adjusted Performance
OSCR vs. SPY — Risk-Adjusted Performance Rank
OSCR
SPY
OSCR vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oscar Health, Inc. (OSCR) 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
OSCR vs. SPY - Dividend Comparison
OSCR has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.17%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSCR Oscar Health, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.17% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
OSCR vs. SPY - Drawdown Comparison
The maximum OSCR drawdown since its inception was -94.15%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for OSCR and SPY. For additional features, visit the drawdowns tool.
Volatility
OSCR vs. SPY - Volatility Comparison
Oscar Health, Inc. (OSCR) has a higher volatility of 16.21% compared to SPDR S&P 500 ETF (SPY) at 4.23%. This indicates that OSCR'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.