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:
-0.92
SPY:
1.97
SAM:
-1.44
SPY:
2.64
SAM:
0.82
SPY:
1.36
SAM:
-0.42
SPY:
2.97
SAM:
-1.51
SPY:
12.34
SAM:
22.98%
SPY:
2.03%
SAM:
37.92%
SPY:
12.68%
SAM:
-82.58%
SPY:
-55.19%
SAM:
-82.23%
SPY:
-0.01%
Returns By Period
In the year-to-date period, SAM achieves a -22.62% return, which is significantly lower than SPY's 4.03% return. Over the past 10 years, SAM has underperformed SPY with an annualized return of -2.97%, while SPY has yielded a comparatively higher 13.18% annualized return.
SAM
-22.62%
-8.05%
-17.29%
-34.04%
-11.60%
-2.97%
SPY
4.03%
2.03%
9.65%
23.63%
14.28%
13.18%
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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 1.16%.
| 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 | 1.16% | 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 -82.58%, 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 6.57% compared to SPDR S&P 500 ETF (SPY) at 3.15%. 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.