SURG vs. SPY
Compare and contrast key facts about SurgePays, Inc. (SURG) 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: SURG or SPY.
Correlation
The correlation between SURG and SPY is 0.08, 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
SURG vs. SPY - Performance Comparison
Key characteristics
SURG:
-0.83
SPY:
2.05
SURG:
-1.45
SPY:
2.73
SURG:
0.83
SPY:
1.38
SURG:
-0.76
SPY:
3.07
SURG:
-1.16
SPY:
13.22
SURG:
64.91%
SPY:
1.95%
SURG:
90.90%
SPY:
12.57%
SURG:
-100.00%
SPY:
-55.19%
SURG:
-100.00%
SPY:
-2.69%
Returns By Period
In the year-to-date period, SURG achieves a -1.69% return, which is significantly lower than SPY's 0.58% return. Over the past 10 years, SURG has underperformed SPY with an annualized return of -19.29%, while SPY has yielded a comparatively higher 13.26% annualized return.
SURG
-1.69%
-2.78%
-41.47%
-76.06%
-38.66%
-19.29%
SPY
0.58%
-1.88%
6.61%
25.28%
14.36%
13.26%
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Risk-Adjusted Performance
SURG vs. SPY — Risk-Adjusted Performance Rank
SURG
SPY
SURG vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SurgePays, Inc. (SURG) 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
SURG vs. SPY - Dividend Comparison
SURG has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.20%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SURG SurgePays, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.20% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
SURG vs. SPY - Drawdown Comparison
The maximum SURG drawdown since its inception was -100.00%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SURG and SPY. For additional features, visit the drawdowns tool.
Volatility
SURG vs. SPY - Volatility Comparison
SurgePays, Inc. (SURG) has a higher volatility of 11.45% compared to SPDR S&P 500 ETF (SPY) at 4.49%. This indicates that SURG'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.