SPDR Barclays Competition
| SPIB Etf | USD 33.61 0.08 0.24% |
SPDR Barclays and IShares ESG Correlation Details
Very poor diversification
SPIB currently posts a 0.82 correlation with ESGD, indicating a Very poor diversification relationship for the active sample. The overlap area represents the portion of risk that may be diversified away when both instruments are held together and nothing else in the portfolio changes.
Moving together with SPDR Etf
| 0.93 | LQD | iShares iBoxx Investment | PairCorr |
| 0.98 | IGIB | iShares 5 10 | PairCorr |
| 0.96 | USIG | iShares Broad USD | PairCorr |
| 0.95 | SUSC | iShares ESG USD | PairCorr |
Moving against SPDR Etf
| 0.55 | HUM | Humana Inc Sell-off Trend | PairCorr |
The mean reversion principle applied to SPDR Barclays' suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.
SPDR Barclays Competition Correlation Matrix
Studying peer correlation around SPDR Barclays Intermediate gives investors a cleaner read on how much independent price behavior still exists across the competitive set. Used correctly, correlation analysis helps separate broad industry exposure from company-specific behavior before additional capital is allocated across the peer group.
High positive correlations
| High negative correlations
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SPDR Barclays Competition Risk-Adjusted Indicators
There is a big difference between SPDR Etf performing well and SPDR Barclays ETF doing well as a business compared to the competition. Risk-adjusted metrics allow investors to compare SPDR Barclays' efficiency and downside exposure against peers in a more meaningful way. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| META | 1.48 | 0.01 | 0.00 | -0.08 | 0.00 | 2.33 | 14.24 | |||
| MSFT | 1.26 | -0.26 | 0.00 | -0.63 | 0.00 | 2.19 | 13.28 | |||
| UBER | 1.52 | -0.11 | 0.00 | -0.30 | 0.00 | 3.18 | 11.09 | |||
| F | 1.34 | -0.10 | 0.00 | -0.18 | 0.00 | 3.61 | 10.01 | |||
| T | 1.11 | 0.19 | 0.20 | -1.16 | 1.17 | 3.87 | 8.53 | |||
| A | 1.26 | -0.28 | 0.00 | -0.36 | 0.00 | 2.48 | 7.20 | |||
| CRM | 1.82 | -0.38 | 0.00 | -0.67 | 0.00 | 3.41 | 9.78 | |||
| JPM | 1.12 | -0.02 | 0.00 | -0.10 | 0.00 | 2.02 | 8.17 | |||
| MRK | 1.13 | 0.32 | 0.25 | 0.62 | 1.22 | 2.54 | 7.29 | |||
| XOM | 1.34 | 0.44 | 0.34 | 5.51 | 1.15 | 2.90 | 6.83 |
SPDR Barclays Competitive Analysis
| Better Than Average | Worse Than Peers | View Performance Chart |
SPDR Barclays Competition Peer Performance Charts
How to Analyze SPDR Barclays Against Peers
SPDR Barclays' peer analysis compares SPDR Barclays with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:- Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
- Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
- Check valuation dispersion: Review whether SPDR Barclays trades at a premium or discount versus peers and why.
- Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
- Document the thesis: Record where SPDR Barclays leads or lags and what catalysts could close or widen the gap.
Peer Comparison Metrics & Methodology
Competitor benchmarking for SPDR Barclays often reveals which operating metrics are genuinely differentiated and which appear similar across the entire peer group. Relative analysis can highlight whether current pricing already reflects peer-group strengths or weaknesses.
Inputs for SPDR Barclays Intermediate come from fund disclosures and market reference feeds and are mapped into a consistent schema for analysis. Some fields can appear with publication lag.