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:
-0.72
SPY:
2.03
SAM:
-1.00
SPY:
2.71
SAM:
0.87
SPY:
1.38
SAM:
-0.34
SPY:
3.09
SAM:
-1.30
SPY:
12.94
SAM:
20.81%
SPY:
2.01%
SAM:
37.69%
SPY:
12.78%
SAM:
-80.41%
SPY:
-55.19%
SAM:
-80.36%
SPY:
-2.14%
Returns By Period
In the year-to-date period, SAM achieves a -14.47% return, which is significantly lower than SPY's 1.14% return. Over the past 10 years, SAM has underperformed SPY with an annualized return of -1.61%, while SPY has yielded a comparatively higher 13.38% annualized return.
SAM
-14.47%
-16.56%
-10.56%
-28.50%
-7.90%
-1.61%
SPY
1.14%
-1.98%
7.12%
26.42%
14.07%
13.38%
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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 1.19%.
| 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 | 1.19% | 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 -80.41%, 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) has a higher volatility of 9.89% compared to SPDR S&P 500 ETF (SPY) at 5.01%. This indicates that SAM'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.