BCSF vs. SPY
Compare and contrast key facts about Bain Capital Specialty Finance, Inc. (BCSF) 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: BCSF or SPY.
Correlation
The correlation between BCSF and SPY is 0.39, 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
BCSF vs. SPY - Performance Comparison
Key characteristics
BCSF:
2.53
SPY:
1.88
BCSF:
3.33
SPY:
2.53
BCSF:
1.45
SPY:
1.35
BCSF:
3.85
SPY:
2.83
BCSF:
17.05
SPY:
11.74
BCSF:
2.06%
SPY:
2.02%
BCSF:
13.88%
SPY:
12.64%
BCSF:
-62.45%
SPY:
-55.19%
BCSF:
0.00%
SPY:
-0.42%
Returns By Period
In the year-to-date period, BCSF achieves a 6.22% return, which is significantly higher than SPY's 4.15% return.
BCSF
6.22%
5.08%
19.62%
35.50%
9.96%
N/A
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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Risk-Adjusted Performance
BCSF vs. SPY — Risk-Adjusted Performance Rank
BCSF
SPY
BCSF vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bain Capital Specialty Finance, Inc. (BCSF) 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
BCSF vs. SPY - Dividend Comparison
BCSF's dividend yield for the trailing twelve months is around 9.67%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCSF Bain Capital Specialty Finance, Inc. | 9.67% | 10.27% | 10.62% | 11.60% | 8.94% | 11.73% | 8.14% | 2.40% | 0.00% | 0.00% | 0.00% | 0.00% |
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
BCSF vs. SPY - Drawdown Comparison
The maximum BCSF drawdown since its inception was -62.45%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BCSF and SPY. For additional features, visit the drawdowns tool.
Volatility
BCSF vs. SPY - Volatility Comparison
Bain Capital Specialty Finance, Inc. (BCSF) and SPDR S&P 500 ETF (SPY) have volatilities of 2.84% 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.