OZK vs. SPY
Compare and contrast key facts about Bank OZK (OZK) 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: OZK or SPY.
Correlation
The correlation between OZK and SPY is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
OZK vs. SPY - Performance Comparison
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Key characteristics
OZK:
0.03
SPY:
0.70
OZK:
0.37
SPY:
1.13
OZK:
1.05
SPY:
1.17
OZK:
0.09
SPY:
0.76
OZK:
0.20
SPY:
2.93
OZK:
13.70%
SPY:
4.86%
OZK:
39.69%
SPY:
20.29%
OZK:
-70.41%
SPY:
-55.19%
OZK:
-10.72%
SPY:
-3.97%
Returns By Period
In the year-to-date period, OZK achieves a 7.53% return, which is significantly higher than SPY's 0.43% return. Over the past 10 years, OZK has underperformed SPY with an annualized return of 4.08%, while SPY has yielded a comparatively higher 12.66% annualized return.
OZK
7.53%
24.85%
-0.64%
1.24%
23.01%
4.08%
SPY
0.43%
9.91%
-1.06%
14.09%
17.31%
12.66%
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Risk-Adjusted Performance
OZK vs. SPY — Risk-Adjusted Performance Rank
OZK
SPY
OZK vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bank OZK (OZK) 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.
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Dividends
OZK vs. SPY - Dividend Comparison
OZK's dividend yield for the trailing twelve months is around 3.54%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OZK Bank OZK | 3.54% | 3.55% | 2.85% | 3.15% | 2.43% | 3.45% | 3.08% | 3.48% | 1.47% | 1.20% | 1.11% | 1.24% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
OZK vs. SPY - Drawdown Comparison
The maximum OZK drawdown since its inception was -70.41%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for OZK and SPY. For additional features, visit the drawdowns tool.
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Volatility
OZK vs. SPY - Volatility Comparison
Bank OZK (OZK) has a higher volatility of 8.70% compared to SPDR S&P 500 ETF (SPY) at 6.25%. This indicates that OZK'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.
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