Correlation
The correlation between BCGDX and SPY is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
BCGDX vs. SPY
Compare and contrast key facts about Blue Current Global Dividend Fund (BCGDX) and SPDR S&P 500 ETF (SPY).
BCGDX is managed by Blue Current Funds. It was launched on Sep 17, 2014. 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: BCGDX or SPY.
Performance
BCGDX vs. SPY - Performance Comparison
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Key characteristics
BCGDX:
1.01
SPY:
0.70
BCGDX:
1.40
SPY:
1.02
BCGDX:
1.20
SPY:
1.15
BCGDX:
1.17
SPY:
0.68
BCGDX:
5.08
SPY:
2.57
BCGDX:
2.77%
SPY:
4.93%
BCGDX:
14.47%
SPY:
20.42%
BCGDX:
-35.93%
SPY:
-55.19%
BCGDX:
0.00%
SPY:
-3.55%
Returns By Period
In the year-to-date period, BCGDX achieves a 12.05% return, which is significantly higher than SPY's 0.87% return. Over the past 10 years, BCGDX has underperformed SPY with an annualized return of 7.51%, while SPY has yielded a comparatively higher 12.73% annualized return.
BCGDX
12.05%
5.13%
7.37%
14.57%
10.83%
12.79%
7.51%
SPY
0.87%
6.28%
-1.56%
14.21%
14.25%
15.81%
12.73%
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BCGDX vs. SPY - Expense Ratio Comparison
BCGDX has a 0.99% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
BCGDX vs. SPY — Risk-Adjusted Performance Rank
BCGDX
SPY
BCGDX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Blue Current Global Dividend Fund (BCGDX) 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
BCGDX vs. SPY - Dividend Comparison
BCGDX's dividend yield for the trailing twelve months is around 3.52%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCGDX Blue Current Global Dividend Fund | 3.52% | 4.23% | 1.84% | 5.11% | 8.48% | 1.46% | 2.24% | 1.53% | 3.44% | 1.99% | 1.67% | 0.28% |
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
BCGDX vs. SPY - Drawdown Comparison
The maximum BCGDX drawdown since its inception was -35.93%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BCGDX and SPY.
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Volatility
BCGDX vs. SPY - Volatility Comparison
The current volatility for Blue Current Global Dividend Fund (BCGDX) is 2.67%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.86%. This indicates that BCGDX 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.
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