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:
1.65
SPY:
2.21
BCSF:
2.23
SPY:
2.93
BCSF:
1.30
SPY:
1.41
BCSF:
2.59
SPY:
3.26
BCSF:
10.46
SPY:
14.43
BCSF:
2.26%
SPY:
1.90%
BCSF:
14.36%
SPY:
12.41%
BCSF:
-62.45%
SPY:
-55.19%
BCSF:
-0.35%
SPY:
-2.74%
Returns By Period
In the year-to-date period, BCSF achieves a 24.15% return, which is significantly lower than SPY's 25.54% return.
BCSF
24.15%
3.73%
11.15%
24.21%
8.00%
N/A
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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Risk-Adjusted Performance
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 10.27%, more than SPY's 0.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCSF Bain Capital Specialty Finance, Inc. | 10.27% | 10.62% | 11.60% | 8.94% | 11.73% | 8.14% | 2.40% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
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
The current volatility for Bain Capital Specialty Finance, Inc. (BCSF) is 3.45%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.72%. This indicates that BCSF 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.