RILY vs. SPYI
Compare and contrast key facts about B. Riley Financial, Inc. (RILY) and NEOS S&P 500 High Income ETF (SPYI).
SPYI is an actively managed fund by Neos Investments. It was launched on Aug 29, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RILY or SPYI.
Correlation
The correlation between RILY and SPYI is 0.31, 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. SPYI - Performance Comparison
Key characteristics
RILY:
-0.63
SPYI:
1.88
RILY:
-0.91
SPYI:
2.49
RILY:
0.88
SPYI:
1.38
RILY:
-0.84
SPYI:
2.82
RILY:
-1.22
SPYI:
12.93
RILY:
66.86%
SPYI:
1.44%
RILY:
129.60%
SPYI:
9.95%
RILY:
-99.26%
SPYI:
-10.19%
RILY:
-97.30%
SPYI:
-0.21%
Returns By Period
In the year-to-date period, RILY achieves a -32.90% return, which is significantly lower than SPYI's 4.00% return.
RILY
-32.90%
-35.09%
-49.34%
-78.95%
-30.14%
-9.01%
SPYI
4.00%
1.64%
9.53%
19.80%
N/A
N/A
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Risk-Adjusted Performance
RILY vs. SPYI — Risk-Adjusted Performance Rank
RILY
SPYI
RILY vs. SPYI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for B. Riley Financial, Inc. (RILY) and NEOS S&P 500 High Income ETF (SPYI). 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. SPYI - Dividend Comparison
RILY's dividend yield for the trailing twelve months is around 32.47%, more than SPYI's 10.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RILY B. Riley Financial, Inc. | 32.47% | 21.79% | 19.06% | 11.70% | 7.88% | 2.09% | 2.88% | 5.21% | 3.70% | 1.52% | 3.23% | 0.30% |
SPYI NEOS S&P 500 High Income ETF | 10.79% | 12.04% | 12.01% | 4.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RILY vs. SPYI - Drawdown Comparison
The maximum RILY drawdown since its inception was -99.26%, which is greater than SPYI's maximum drawdown of -10.19%. Use the drawdown chart below to compare losses from any high point for RILY and SPYI. For additional features, visit the drawdowns tool.
Volatility
RILY vs. SPYI - Volatility Comparison
B. Riley Financial, Inc. (RILY) has a higher volatility of 19.82% compared to NEOS S&P 500 High Income ETF (SPYI) at 1.99%. This indicates that RILY's price experiences larger fluctuations and is considered to be riskier than SPYI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.