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 0.36, 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:
1.12
SPY:
2.20
BAP:
1.69
SPY:
2.91
BAP:
1.20
SPY:
1.41
BAP:
0.85
SPY:
3.35
BAP:
5.12
SPY:
13.99
BAP:
5.09%
SPY:
2.01%
BAP:
23.25%
SPY:
12.79%
BAP:
-73.50%
SPY:
-55.19%
BAP:
-12.95%
SPY:
-1.35%
Returns By Period
In the year-to-date period, BAP achieves a -0.64% return, which is significantly lower than SPY's 1.96% return. Over the past 10 years, BAP has underperformed SPY with an annualized return of 4.71%, while SPY has yielded a comparatively higher 13.29% annualized return.
BAP
-0.64%
0.01%
6.54%
24.98%
-0.85%
4.71%
SPY
1.96%
1.09%
8.43%
25.46%
14.30%
13.29%
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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 2.11%, more than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAP Credicorp Ltd. | 2.11% | 2.10% | 0.45% | 0.29% | 4.10% | 5.37% | 3.94% | 0.20% | 4.32% | 1.47% | 2.25% | 2.37% |
SPY SPDR S&P 500 ETF | 1.18% | 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 -73.50%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BAP and SPY. For additional features, visit the drawdowns tool.
Volatility
BAP vs. SPY - Volatility Comparison
Credicorp Ltd. (BAP) has a higher volatility of 7.21% compared to SPDR S&P 500 ETF (SPY) at 5.10%. This indicates that BAP'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.