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.
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.
Performance
BCGDX vs. SPY - Performance Comparison
Key characteristics
BCGDX:
1.82
SPY:
1.88
BCGDX:
2.45
SPY:
2.53
BCGDX:
1.33
SPY:
1.35
BCGDX:
3.15
SPY:
2.83
BCGDX:
9.46
SPY:
11.74
BCGDX:
2.07%
SPY:
2.02%
BCGDX:
10.75%
SPY:
12.64%
BCGDX:
-35.93%
SPY:
-55.19%
BCGDX:
-0.83%
SPY:
-0.42%
Returns By Period
In the year-to-date period, BCGDX achieves a 7.52% return, which is significantly higher than SPY's 4.15% return. Over the past 10 years, BCGDX has underperformed SPY with an annualized return of 7.21%, while SPY has yielded a comparatively higher 13.18% annualized return.
BCGDX
7.52%
2.32%
5.14%
19.07%
8.68%
7.21%
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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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.
Dividends
BCGDX vs. SPY - Dividend Comparison
BCGDX's dividend yield for the trailing twelve months is around 1.84%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCGDX Blue Current Global Dividend Fund | 1.84% | 1.98% | 1.84% | 2.00% | 3.06% | 1.46% | 1.61% | 1.53% | 1.62% | 1.99% | 1.67% | 0.28% |
SPY SPDR S&P 500 ETF | 1.16% | 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. For additional features, visit the drawdowns tool.
Volatility
BCGDX vs. SPY - Volatility Comparison
Blue Current Global Dividend Fund (BCGDX) and SPDR S&P 500 ETF (SPY) have volatilities of 2.80% and 2.93%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.