RILY vs. SPY
Compare and contrast key facts about B. Riley Financial, Inc. (RILY) 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: RILY or SPY.
Correlation
The correlation between RILY and SPY is 0.26, 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
RILY vs. SPY - Performance Comparison
Key characteristics
RILY:
-0.60
SPY:
1.75
RILY:
-0.71
SPY:
2.36
RILY:
0.91
SPY:
1.32
RILY:
-0.80
SPY:
2.66
RILY:
-1.16
SPY:
11.01
RILY:
67.11%
SPY:
2.03%
RILY:
129.95%
SPY:
12.77%
RILY:
-99.26%
SPY:
-55.19%
RILY:
-97.02%
SPY:
-2.12%
Returns By Period
In the year-to-date period, RILY achieves a -25.93% return, which is significantly lower than SPY's 2.36% return. Over the past 10 years, RILY has underperformed SPY with an annualized return of -8.04%, while SPY has yielded a comparatively higher 12.96% annualized return.
RILY
-25.93%
-26.88%
-45.29%
-78.66%
-28.72%
-8.04%
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
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Risk-Adjusted Performance
RILY vs. SPY — Risk-Adjusted Performance Rank
RILY
SPY
RILY vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for B. Riley Financial, Inc. (RILY) 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
RILY vs. SPY - Dividend Comparison
RILY's dividend yield for the trailing twelve months is around 29.41%, more than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RILY B. Riley Financial, Inc. | 29.41% | 21.79% | 19.06% | 11.70% | 7.88% | 2.09% | 2.88% | 5.21% | 3.70% | 1.52% | 3.23% | 0.30% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
RILY vs. SPY - Drawdown Comparison
The maximum RILY drawdown since its inception was -99.26%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for RILY and SPY. For additional features, visit the drawdowns tool.
Volatility
RILY vs. SPY - Volatility Comparison
B. Riley Financial, Inc. (RILY) has a higher volatility of 23.14% compared to SPDR S&P 500 ETF (SPY) at 3.38%. This indicates that RILY'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.