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 0.22, 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:
-0.79
SPY:
2.29
PETRY:
-0.99
SPY:
3.04
PETRY:
0.88
SPY:
1.43
PETRY:
-0.67
SPY:
3.40
PETRY:
-1.55
SPY:
15.01
PETRY:
19.29%
SPY:
1.90%
PETRY:
37.90%
SPY:
12.46%
PETRY:
-55.04%
SPY:
-55.19%
PETRY:
-40.99%
SPY:
-0.74%
Returns By Period
In the year-to-date period, PETRY achieves a -32.07% return, which is significantly lower than SPY's 28.13% return.
PETRY
-32.07%
-17.39%
-16.70%
-29.83%
N/A
N/A
SPY
28.13%
1.31%
11.08%
28.58%
15.00%
13.16%
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Risk-Adjusted Performance
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 8.61%, more than SPY's 1.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PETRY Petrobras Distribuidora S.A | 8.61% | 3.35% | 5.24% | 9.77% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.18% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
PETRY vs. SPY - Drawdown Comparison
The maximum PETRY drawdown since its inception was -55.04%, 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 18.71% compared to SPDR S&P 500 ETF (SPY) at 3.97%. 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.