BBDC vs. SPY
Compare and contrast key facts about Barings BDC, Inc. (BBDC) 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: BBDC or SPY.
Correlation
The correlation between BBDC and SPY is 0.38, 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
BBDC vs. SPY - Performance Comparison
Key characteristics
BBDC:
1.23
SPY:
2.20
BBDC:
1.81
SPY:
2.91
BBDC:
1.23
SPY:
1.41
BBDC:
1.22
SPY:
3.35
BBDC:
6.79
SPY:
13.99
BBDC:
3.18%
SPY:
2.01%
BBDC:
17.54%
SPY:
12.79%
BBDC:
-64.64%
SPY:
-55.19%
BBDC:
-3.65%
SPY:
-1.35%
Returns By Period
In the year-to-date period, BBDC achieves a 1.36% return, which is significantly lower than SPY's 1.96% return. Over the past 10 years, BBDC has underperformed SPY with an annualized return of 2.79%, while SPY has yielded a comparatively higher 13.29% annualized return.
BBDC
1.36%
3.08%
1.16%
21.85%
8.18%
2.79%
SPY
1.96%
1.09%
8.43%
25.46%
14.30%
13.29%
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Risk-Adjusted Performance
BBDC vs. SPY — Risk-Adjusted Performance Rank
BBDC
SPY
BBDC vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Barings BDC, Inc. (BBDC) 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
BBDC vs. SPY - Dividend Comparison
BBDC's dividend yield for the trailing twelve months is around 10.72%, more than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBDC Barings BDC, Inc. | 10.72% | 10.87% | 11.89% | 11.66% | 7.44% | 7.07% | 5.25% | 24.57% | 17.39% | 10.31% | 12.35% | 12.62% |
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
BBDC vs. SPY - Drawdown Comparison
The maximum BBDC drawdown since its inception was -64.64%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BBDC and SPY. For additional features, visit the drawdowns tool.
Volatility
BBDC vs. SPY - Volatility Comparison
The current volatility for Barings BDC, Inc. (BBDC) is 4.50%, while SPDR S&P 500 ETF (SPY) has a volatility of 5.10%. This indicates that BBDC 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.