PETRY vs. SPY
Compare and contrast key facts about Petrobras Distribuidora S.A (PETRY) 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: PETRY or SPY.
Correlation
The correlation between PETRY and SPY is 0.21, 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
PETRY vs. SPY - Performance Comparison
Key characteristics
PETRY:
-0.81
SPY:
1.88
PETRY:
-1.06
SPY:
2.53
PETRY:
0.88
SPY:
1.35
PETRY:
-0.73
SPY:
2.83
PETRY:
-1.31
SPY:
11.74
PETRY:
25.14%
SPY:
2.02%
PETRY:
40.53%
SPY:
12.64%
PETRY:
-54.93%
SPY:
-55.19%
PETRY:
-39.41%
SPY:
-0.42%
Returns By Period
In the year-to-date period, PETRY achieves a 7.69% return, which is significantly higher than SPY's 4.15% return.
PETRY
7.69%
4.41%
-29.48%
-36.99%
N/A
N/A
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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Risk-Adjusted Performance
PETRY vs. SPY — Risk-Adjusted Performance Rank
PETRY
SPY
PETRY vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Petrobras Distribuidora S.A (PETRY) 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
PETRY vs. SPY - Dividend Comparison
PETRY's dividend yield for the trailing twelve months is around 7.48%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PETRY Petrobras Distribuidora S.A | 7.48% | 8.05% | 3.49% | 5.47% | 9.82% | 0.00% | 0.00% | 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
PETRY vs. SPY - Drawdown Comparison
The maximum PETRY drawdown since its inception was -54.93%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for PETRY and SPY. For additional features, visit the drawdowns tool.
Volatility
PETRY vs. SPY - Volatility Comparison
Petrobras Distribuidora S.A (PETRY) has a higher volatility of 13.13% compared to SPDR S&P 500 ETF (SPY) at 2.93%. This indicates that PETRY'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.