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:
-0.80
SPY:
0.54
VLO:
-0.99
SPY:
0.89
VLO:
0.87
SPY:
1.13
VLO:
-0.72
SPY:
0.58
VLO:
-1.72
SPY:
2.39
VLO:
17.25%
SPY:
4.51%
VLO:
37.05%
SPY:
20.07%
VLO:
-87.50%
SPY:
-55.19%
VLO:
-36.35%
SPY:
-10.54%
Returns By Period
The year-to-date returns for both investments are quite close, with VLO having a -6.77% return and SPY slightly higher at -6.44%. Over the past 10 years, VLO has underperformed SPY with an annualized return of 11.03%, while SPY has yielded a comparatively higher 11.95% annualized return.
VLO
-6.77%
-14.12%
-12.34%
-30.11%
21.73%
11.03%
SPY
-6.44%
-5.00%
-5.02%
9.54%
15.80%
11.95%
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Risk-Adjusted Performance
VLO vs. SPY — Risk-Adjusted Performance Rank
VLO
SPY
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 3.83%, more than SPY's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLO Valero Energy Corporation | 3.83% | 3.49% | 3.14% | 3.09% | 5.22% | 6.93% | 3.84% | 4.27% | 3.05% | 3.51% | 2.40% | 2.12% |
SPY SPDR S&P 500 ETF | 1.31% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
VLO vs. SPY - Drawdown Comparison
The maximum VLO drawdown since its inception was -87.50%, 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 22.64% compared to SPDR S&P 500 ETF (SPY) at 15.13%. 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.