SAM vs. SPY
Compare and contrast key facts about The Boston Beer Company, Inc. (SAM) 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: SAM or SPY.
Correlation
The correlation between SAM and SPY is 0.33, 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
SAM vs. SPY - Performance Comparison
Key characteristics
SAM:
-0.49
SPY:
-0.09
SAM:
-0.66
SPY:
-0.02
SAM:
0.93
SPY:
1.00
SAM:
-0.21
SPY:
-0.09
SAM:
-1.19
SPY:
-0.45
SAM:
14.65%
SPY:
3.31%
SAM:
35.35%
SPY:
15.87%
SAM:
-83.22%
SPY:
-55.19%
SAM:
-81.26%
SPY:
-17.32%
Returns By Period
In the year-to-date period, SAM achieves a -18.37% return, which is significantly lower than SPY's -13.53% return. Over the past 10 years, SAM has underperformed SPY with an annualized return of -0.84%, while SPY has yielded a comparatively higher 11.25% annualized return.
SAM
-18.37%
3.03%
-12.68%
-17.27%
-7.30%
-0.84%
SPY
-13.53%
-13.08%
-11.25%
-0.26%
17.01%
11.25%
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Risk-Adjusted Performance
SAM vs. SPY — Risk-Adjusted Performance Rank
SAM
SPY
SAM vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Boston Beer Company, Inc. (SAM) 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
SAM vs. SPY - Dividend Comparison
SAM has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.42%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SAM The Boston Beer Company, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.03% |
SPY SPDR S&P 500 ETF | 1.42% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
SAM vs. SPY - Drawdown Comparison
The maximum SAM drawdown since its inception was -83.22%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SAM and SPY. For additional features, visit the drawdowns tool.
Volatility
SAM vs. SPY - Volatility Comparison
The Boston Beer Company, Inc. (SAM) and SPDR S&P 500 ETF (SPY) have volatilities of 8.86% and 9.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.