VLO vs. SPY
Compare and contrast key facts about Valero Energy Corporation (VLO) 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: VLO or SPY.
Correlation
The correlation between VLO and SPY is 0.39, 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
VLO vs. SPY - Performance Comparison
Key characteristics
VLO:
-0.17
SPY:
2.03
VLO:
-0.05
SPY:
2.71
VLO:
0.99
SPY:
1.38
VLO:
-0.16
SPY:
3.02
VLO:
-0.30
SPY:
13.49
VLO:
16.89%
SPY:
1.88%
VLO:
29.04%
SPY:
12.48%
VLO:
-81.92%
SPY:
-55.19%
VLO:
-32.20%
SPY:
-3.54%
Returns By Period
In the year-to-date period, VLO achieves a -3.63% return, which is significantly lower than SPY's 24.51% return. Over the past 10 years, VLO has outperformed SPY with an annualized return of 14.02%, while SPY has yielded a comparatively lower 12.94% annualized return.
VLO
-3.63%
-14.82%
-17.65%
-6.23%
9.65%
14.02%
SPY
24.51%
-0.32%
7.56%
24.63%
14.51%
12.94%
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Risk-Adjusted Performance
VLO vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Valero Energy Corporation (VLO) 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
VLO vs. SPY - Dividend Comparison
VLO's dividend yield for the trailing twelve months is around 3.52%, more than SPY's 0.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLO Valero Energy Corporation | 3.52% | 3.14% | 3.09% | 5.22% | 6.93% | 3.84% | 4.27% | 3.05% | 3.51% | 2.40% | 2.12% | 1.29% |
SPY SPDR S&P 500 ETF | 0.87% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
VLO vs. SPY - Drawdown Comparison
The maximum VLO drawdown since its inception was -81.92%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VLO and SPY. For additional features, visit the drawdowns tool.
Volatility
VLO vs. SPY - Volatility Comparison
Valero Energy Corporation (VLO) has a higher volatility of 6.22% compared to SPDR S&P 500 ETF (SPY) at 3.64%. This indicates that VLO'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.