SYM vs. SPRX
SYM (Symbotic Inc) is a stock, while SPRX (Spear Alpha ETF) is Technology Equities fund actively managed by Spear. Over the past 3 years, SYM returned 0.95%/yr vs 44.05%/yr for SPRX. At a 0.42 correlation, their price movements are largely independent.
Performance
SYM vs. SPRX - Performance Comparison
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Returns By Period
In the year-to-date period, SYM achieves a -25.50% return, which is significantly lower than SPRX's 39.82% return.
SYM
- 1D
- 0.70%
- 1M
- -15.22%
- YTD
- -25.50%
- 6M
- -26.70%
- 1Y
- 48.71%
- 3Y*
- 0.95%
- 5Y*
- 34.75%
- 10Y*
- —
SPRX
- 1D
- 4.65%
- 1M
- 17.24%
- YTD
- 39.82%
- 6M
- 30.97%
- 1Y
- 97.11%
- 3Y*
- 44.05%
- 5Y*
- —
- 10Y*
- —
SYM vs. SPRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SYM Symbotic Inc | -25.50% | 150.95% | -53.81% | 329.90% | 19.40% | 1.83% |
SPRX Spear Alpha ETF | 39.82% | 41.91% | 20.58% | 88.02% | -44.99% | 8.91% |
Correlation
The correlation between SYM and SPRX is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.58 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Aug 5, 2021 | 0.42 |
The correlation between SYM and SPRX shifts across timeframes, from 0.42 (all time) to 0.58 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
SYM vs. SPRX — Risk / Return Rank
SYM
SPRX
SYM vs. SPRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Symbotic Inc (SYM) and Spear Alpha ETF (SPRX). 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.
| SYM | SPRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.63 | ||
| Sortino ratioReturn per unit of downside risk | -1.12 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.34 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 0.99 | 4.03 | -3.05 |
| Martin ratioReturn relative to average drawdown | 1.76 | 12.67 | -10.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SYM | SPRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 2.17 | -1.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.54 | -0.23 |
Drawdowns
SYM vs. SPRX - Drawdown Comparison
The maximum SYM drawdown since its inception was -72.46%, which is greater than SPRX's maximum drawdown of -51.21%. Use the drawdown chart below to compare losses from any high point for SYM and SPRX.
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Drawdown Indicators
| SYM | SPRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.46% | -51.21% | -21.25% |
Max Drawdown (1Y)Largest decline over 1 year | -49.58% | -24.21% | -25.37% |
Max Drawdown (3Y)Largest decline over 3 years | -72.46% | -42.12% | -30.34% |
Max Drawdown (5Y)Largest decline over 5 years | -72.46% | — | — |
Current DrawdownCurrent decline from peak | -49.22% | -8.41% | -40.81% |
Average DrawdownAverage peak-to-trough decline | -28.06% | -17.62% | -10.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 27.77% | 7.69% | +20.08% |
Volatility
SYM vs. SPRX - Volatility Comparison
Symbotic Inc (SYM) has a higher volatility of 19.84% compared to Spear Alpha ETF (SPRX) at 18.67%. This indicates that SYM's price experiences larger fluctuations and is considered to be riskier than SPRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SYM | SPRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.84% | 18.67% | +1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 44.48% | 37.41% | +7.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 90.89% | 45.02% | +45.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 104.14% | 42.01% | +62.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 101.67% | 42.01% | +59.66% |
Dividends
SYM vs. SPRX - Dividend Comparison
Neither SYM nor SPRX has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
SPRX Spear Alpha ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.25% |
SYM Symbotic Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SYM and SPRX have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SYM has higher volatility (19.84%) compared to SPRX (18.67%). In terms of maximum drawdown, SYM dropped -72.46% vs SPRX's -51.21%.
SPRX currently has the higher Sharpe Ratio (2.17 vs 0.54), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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