VTNR vs. SPY
Compare and contrast key facts about Vertex Energy, Inc. (VTNR) 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: VTNR or SPY.
Correlation
The correlation between VTNR and SPY is 0.11, 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
VTNR vs. SPY - Performance Comparison
Key characteristics
VTNR:
-0.61
SPY:
2.21
VTNR:
-1.94
SPY:
2.93
VTNR:
0.75
SPY:
1.41
VTNR:
-0.98
SPY:
3.26
VTNR:
-1.29
SPY:
14.43
VTNR:
76.02%
SPY:
1.90%
VTNR:
160.41%
SPY:
12.41%
VTNR:
-99.99%
SPY:
-55.19%
VTNR:
-99.98%
SPY:
-2.74%
Returns By Period
In the year-to-date period, VTNR achieves a -98.06% return, which is significantly lower than SPY's 25.54% return. Over the past 10 years, VTNR has underperformed SPY with an annualized return of -32.62%, while SPY has yielded a comparatively higher 12.97% annualized return.
VTNR
-98.06%
1.23%
-93.87%
-98.22%
-46.70%
-32.62%
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
VTNR vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vertex Energy, Inc. (VTNR) 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
VTNR vs. SPY - Dividend Comparison
VTNR has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 0.86%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTNR Vertex Energy, 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 | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
VTNR vs. SPY - Drawdown Comparison
The maximum VTNR drawdown since its inception was -99.99%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VTNR and SPY. For additional features, visit the drawdowns tool.
Volatility
VTNR vs. SPY - Volatility Comparison
Vertex Energy, Inc. (VTNR) has a higher volatility of 39.27% compared to SPDR S&P 500 ETF (SPY) at 3.72%. This indicates that VTNR'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.