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 0.40, 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
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Key characteristics
BCSF:
0.06
SPY:
0.50
BCSF:
0.26
SPY:
0.88
BCSF:
1.04
SPY:
1.13
BCSF:
0.07
SPY:
0.56
BCSF:
0.24
SPY:
2.17
BCSF:
7.23%
SPY:
4.85%
BCSF:
22.24%
SPY:
20.02%
BCSF:
-62.45%
SPY:
-55.19%
BCSF:
-18.46%
SPY:
-7.65%
Returns By Period
In the year-to-date period, BCSF achieves a -11.25% return, which is significantly lower than SPY's -3.42% return.
BCSF
-11.25%
6.18%
-6.39%
0.93%
18.62%
N/A
SPY
-3.42%
7.58%
-5.06%
9.73%
15.77%
12.35%
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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.
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Dividends
BCSF vs. SPY - Dividend Comparison
BCSF's dividend yield for the trailing twelve months is around 11.90%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCSF Bain Capital Specialty Finance, Inc. | 11.90% | 10.27% | 10.62% | 11.60% | 8.94% | 11.79% | 8.30% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.27% | 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.
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Volatility
BCSF vs. SPY - Volatility Comparison
Bain Capital Specialty Finance, Inc. (BCSF) has a higher volatility of 10.26% compared to SPDR S&P 500 ETF (SPY) at 7.48%. This indicates that BCSF'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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