^BSE500 vs. SPY
Compare and contrast key facts about S&P BSE-500 (^BSE500) 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: ^BSE500 or SPY.
Correlation
The correlation between ^BSE500 and SPY is 0.23, 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
^BSE500 vs. SPY - Performance Comparison
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Key characteristics
^BSE500:
0.52
SPY:
0.69
^BSE500:
0.97
SPY:
1.17
^BSE500:
1.14
SPY:
1.18
^BSE500:
0.59
SPY:
0.80
^BSE500:
1.27
SPY:
3.08
^BSE500:
8.84%
SPY:
4.88%
^BSE500:
17.07%
SPY:
20.26%
^BSE500:
-38.39%
SPY:
-55.19%
^BSE500:
-6.89%
SPY:
-2.76%
Returns By Period
In the year-to-date period, ^BSE500 achieves a 2.18% return, which is significantly higher than SPY's 1.69% return. Both investments have delivered pretty close results over the past 10 years, with ^BSE500 having a 12.82% annualized return and SPY not far behind at 12.78%.
^BSE500
2.18%
5.42%
3.92%
8.09%
26.02%
12.82%
SPY
1.69%
12.88%
2.09%
13.66%
16.78%
12.78%
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Risk-Adjusted Performance
^BSE500 vs. SPY — Risk-Adjusted Performance Rank
^BSE500
SPY
^BSE500 vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for S&P BSE-500 (^BSE500) 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.
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Drawdowns
^BSE500 vs. SPY - Drawdown Comparison
The maximum ^BSE500 drawdown since its inception was -38.39%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ^BSE500 and SPY. For additional features, visit the drawdowns tool.
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Volatility
^BSE500 vs. SPY - Volatility Comparison
S&P BSE-500 (^BSE500) and SPDR S&P 500 ETF (SPY) have volatilities of 5.31% and 5.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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