BBD vs. SPY
Compare and contrast key facts about Banco Bradesco S.A. (BBD) 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: BBD or SPY.
Correlation
The correlation between BBD and SPY is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BBD vs. SPY - Performance Comparison
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Key characteristics
BBD:
0.45
SPY:
0.68
BBD:
1.06
SPY:
1.13
BBD:
1.12
SPY:
1.17
BBD:
0.27
SPY:
0.76
BBD:
1.03
SPY:
2.93
BBD:
18.11%
SPY:
4.87%
BBD:
39.06%
SPY:
20.29%
BBD:
-70.81%
SPY:
-55.19%
BBD:
-52.93%
SPY:
-3.85%
Returns By Period
In the year-to-date period, BBD achieves a 51.34% return, which is significantly higher than SPY's 0.56% return. Over the past 10 years, BBD has underperformed SPY with an annualized return of -0.75%, while SPY has yielded a comparatively higher 12.67% annualized return.
BBD
51.34%
25.16%
24.78%
17.27%
7.21%
-0.75%
SPY
0.56%
8.99%
-0.98%
13.71%
17.23%
12.67%
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Risk-Adjusted Performance
BBD vs. SPY — Risk-Adjusted Performance Rank
BBD
SPY
BBD vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Banco Bradesco S.A. (BBD) 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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Dividends
BBD vs. SPY - Dividend Comparison
BBD's dividend yield for the trailing twelve months is around 8.45%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBD Banco Bradesco S.A. | 8.45% | 7.80% | 9.66% | 2.99% | 6.11% | 3.01% | 6.74% | 3.73% | 4.89% | 6.09% | 11.19% | 5.38% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BBD vs. SPY - Drawdown Comparison
The maximum BBD drawdown since its inception was -70.81%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BBD and SPY. For additional features, visit the drawdowns tool.
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Volatility
BBD vs. SPY - Volatility Comparison
Banco Bradesco S.A. (BBD) has a higher volatility of 19.02% compared to SPDR S&P 500 ETF (SPY) at 6.24%. This indicates that BBD'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.
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