PPBI vs. SPY
Compare and contrast key facts about Pacific Premier Bancorp, Inc. (PPBI) 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: PPBI or SPY.
Correlation
The correlation between PPBI and SPY is 0.27, 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
PPBI vs. SPY - Performance Comparison
Key characteristics
PPBI:
0.34
SPY:
1.97
PPBI:
0.81
SPY:
2.64
PPBI:
1.09
SPY:
1.36
PPBI:
0.16
SPY:
2.97
PPBI:
1.23
SPY:
12.34
PPBI:
10.59%
SPY:
2.03%
PPBI:
37.99%
SPY:
12.68%
PPBI:
-99.29%
SPY:
-55.19%
PPBI:
-74.08%
SPY:
-0.01%
Returns By Period
In the year-to-date period, PPBI achieves a 2.27% return, which is significantly lower than SPY's 4.03% return. Over the past 10 years, PPBI has underperformed SPY with an annualized return of 7.46%, while SPY has yielded a comparatively higher 13.18% annualized return.
PPBI
2.27%
3.68%
1.93%
6.90%
0.97%
7.46%
SPY
4.03%
2.03%
9.65%
23.63%
14.28%
13.18%
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Risk-Adjusted Performance
PPBI vs. SPY — Risk-Adjusted Performance Rank
PPBI
SPY
PPBI vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Premier Bancorp, Inc. (PPBI) 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
PPBI vs. SPY - Dividend Comparison
PPBI's dividend yield for the trailing twelve months is around 5.25%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPBI Pacific Premier Bancorp, Inc. | 5.25% | 5.30% | 4.53% | 4.18% | 3.22% | 3.29% | 2.70% | 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
PPBI vs. SPY - Drawdown Comparison
The maximum PPBI drawdown since its inception was -99.29%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for PPBI and SPY. For additional features, visit the drawdowns tool.
Volatility
PPBI vs. SPY - Volatility Comparison
Pacific Premier Bancorp, Inc. (PPBI) has a higher volatility of 7.93% compared to SPDR S&P 500 ETF (SPY) at 3.15%. This indicates that PPBI'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.