SWBI vs. SPYG
Compare and contrast key facts about Smith & Wesson Brands, Inc. (SWBI) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWBI or SPYG.
Correlation
The correlation between SWBI and SPYG is 0.27, 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
SWBI vs. SPYG - Performance Comparison
Key characteristics
SWBI:
-0.36
SPYG:
1.76
SWBI:
-0.24
SPYG:
2.31
SWBI:
0.96
SPYG:
1.32
SWBI:
-0.25
SPYG:
2.49
SWBI:
-0.73
SPYG:
9.55
SWBI:
23.27%
SPYG:
3.32%
SWBI:
47.59%
SPYG:
18.07%
SWBI:
-96.59%
SPYG:
-67.79%
SWBI:
-65.70%
SPYG:
-0.01%
Returns By Period
In the year-to-date period, SWBI achieves a 6.88% return, which is significantly higher than SPYG's 5.07% return. Over the past 10 years, SWBI has underperformed SPYG with an annualized return of 2.27%, while SPYG has yielded a comparatively higher 15.34% annualized return.
SWBI
6.88%
4.55%
-25.19%
-17.02%
8.23%
2.27%
SPYG
5.07%
2.75%
14.19%
32.39%
16.47%
15.34%
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Risk-Adjusted Performance
SWBI vs. SPYG — Risk-Adjusted Performance Rank
SWBI
SPYG
SWBI vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Smith & Wesson Brands, Inc. (SWBI) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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
SWBI vs. SPYG - Dividend Comparison
SWBI's dividend yield for the trailing twelve months is around 4.72%, more than SPYG's 0.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWBI Smith & Wesson Brands, Inc. | 4.72% | 5.05% | 3.39% | 4.38% | 1.63% | 0.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.57% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% |
Drawdowns
SWBI vs. SPYG - Drawdown Comparison
The maximum SWBI drawdown since its inception was -96.59%, which is greater than SPYG's maximum drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for SWBI and SPYG. For additional features, visit the drawdowns tool.
Volatility
SWBI vs. SPYG - Volatility Comparison
The current volatility for Smith & Wesson Brands, Inc. (SWBI) is 4.39%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 5.52%. This indicates that SWBI experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.