PBF vs. SPY
Compare and contrast key facts about PBF Energy Inc. (PBF) 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: PBF or SPY.
Correlation
The correlation between PBF and SPY is 0.35, 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
PBF vs. SPY - Performance Comparison
Key characteristics
PBF:
-0.84
SPY:
1.98
PBF:
-1.12
SPY:
2.64
PBF:
0.87
SPY:
1.36
PBF:
-0.58
SPY:
3.03
PBF:
-0.92
SPY:
12.63
PBF:
36.93%
SPY:
2.02%
PBF:
40.21%
SPY:
12.89%
PBF:
-91.51%
SPY:
-55.19%
PBF:
-51.25%
SPY:
-0.86%
Returns By Period
In the year-to-date period, PBF achieves a 11.53% return, which is significantly higher than SPY's 3.15% return. Over the past 10 years, PBF has underperformed SPY with an annualized return of 3.35%, while SPY has yielded a comparatively higher 13.73% annualized return.
PBF
11.53%
16.57%
-26.32%
-37.84%
2.49%
3.35%
SPY
3.15%
1.60%
12.25%
24.63%
14.82%
13.73%
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Risk-Adjusted Performance
PBF vs. SPY — Risk-Adjusted Performance Rank
PBF
SPY
PBF vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PBF Energy Inc. (PBF) 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
PBF vs. SPY - Dividend Comparison
PBF's dividend yield for the trailing twelve months is around 3.46%, more than SPY's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBF PBF Energy Inc. | 3.46% | 3.86% | 1.93% | 0.98% | 0.00% | 4.23% | 3.83% | 3.67% | 3.39% | 4.30% | 3.26% | 4.50% |
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
PBF vs. SPY - Drawdown Comparison
The maximum PBF drawdown since its inception was -91.51%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for PBF and SPY. For additional features, visit the drawdowns tool.
Volatility
PBF vs. SPY - Volatility Comparison
PBF Energy Inc. (PBF) has a higher volatility of 11.80% compared to SPDR S&P 500 ETF (SPY) at 4.20%. This indicates that PBF'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.