BAP vs. SPY
Compare and contrast key facts about Credicorp Ltd. (BAP) 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: BAP or SPY.
Correlation
The correlation between BAP and SPY is 0.37, 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
BAP vs. SPY - Performance Comparison
Key characteristics
BAP:
0.96
SPY:
0.72
BAP:
1.46
SPY:
1.13
BAP:
1.18
SPY:
1.17
BAP:
0.91
SPY:
0.76
BAP:
4.25
SPY:
3.04
BAP:
5.69%
SPY:
4.72%
BAP:
25.14%
SPY:
20.06%
BAP:
-73.42%
SPY:
-55.19%
BAP:
-3.84%
SPY:
-7.25%
Returns By Period
In the year-to-date period, BAP achieves a 9.76% return, which is significantly higher than SPY's -3.01% return. Over the past 10 years, BAP has underperformed SPY with an annualized return of 5.26%, while SPY has yielded a comparatively higher 12.50% annualized return.
BAP
9.76%
6.33%
10.70%
21.94%
8.95%
5.26%
SPY
-3.01%
5.60%
-0.12%
12.26%
16.60%
12.50%
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Risk-Adjusted Performance
BAP vs. SPY — Risk-Adjusted Performance Rank
BAP
SPY
BAP vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Credicorp Ltd. (BAP) 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
BAP vs. SPY - Dividend Comparison
BAP's dividend yield for the trailing twelve months is around 1.91%, more than SPY's 1.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAP Credicorp Ltd. | 1.91% | 2.10% | 0.45% | 0.29% | 4.10% | 5.37% | 3.94% | 0.20% | 4.32% | 1.47% | 2.25% | 1.19% |
SPY SPDR S&P 500 ETF | 1.26% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BAP vs. SPY - Drawdown Comparison
The maximum BAP drawdown since its inception was -73.42%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BAP and SPY. For additional features, visit the drawdowns tool.
Volatility
BAP vs. SPY - Volatility Comparison
The current volatility for Credicorp Ltd. (BAP) is 12.09%, while SPDR S&P 500 ETF (SPY) has a volatility of 15.07%. This indicates that BAP experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.