BGC vs. KRE
Compare and contrast key facts about BGC Group Inc. (BGC) and SPDR S&P Regional Banking ETF (KRE).
KRE is a passively managed fund by State Street that tracks the performance of the S&P Regional Banks Select Industry Index. It was launched on Jun 19, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGC or KRE.
Correlation
The correlation between BGC and KRE is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BGC vs. KRE - Performance Comparison
Key characteristics
BGC:
0.14
KRE:
0.52
BGC:
0.50
KRE:
0.98
BGC:
1.06
KRE:
1.13
BGC:
0.10
KRE:
0.45
BGC:
0.45
KRE:
1.61
BGC:
14.15%
KRE:
10.48%
BGC:
36.30%
KRE:
31.98%
BGC:
-98.21%
KRE:
-68.54%
BGC:
-52.14%
KRE:
-20.64%
Returns By Period
In the year-to-date period, BGC achieves a 2.09% return, which is significantly higher than KRE's -5.17% return. Over the past 10 years, BGC has outperformed KRE with an annualized return of 8.50%, while KRE has yielded a comparatively lower 5.67% annualized return.
BGC
2.09%
18.33%
-18.28%
4.94%
27.59%
8.50%
KRE
-5.17%
16.47%
-10.85%
16.58%
12.44%
5.67%
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Risk-Adjusted Performance
BGC vs. KRE — Risk-Adjusted Performance Rank
BGC
KRE
BGC vs. KRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BGC Group Inc. (BGC) and SPDR S&P Regional Banking ETF (KRE). 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
BGC vs. KRE - Dividend Comparison
BGC's dividend yield for the trailing twelve months is around 0.87%, less than KRE's 2.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGC BGC Group Inc. | 0.87% | 0.77% | 0.55% | 1.06% | 0.86% | 4.25% | 9.43% | 8.96% | 4.63% | 6.06% | 5.50% | 5.25% |
KRE SPDR S&P Regional Banking ETF | 2.75% | 2.59% | 2.99% | 2.51% | 1.97% | 2.78% | 2.21% | 2.25% | 1.40% | 1.40% | 1.80% | 1.60% |
Drawdowns
BGC vs. KRE - Drawdown Comparison
The maximum BGC drawdown since its inception was -98.21%, which is greater than KRE's maximum drawdown of -68.54%. Use the drawdown chart below to compare losses from any high point for BGC and KRE. For additional features, visit the drawdowns tool.
Volatility
BGC vs. KRE - Volatility Comparison
BGC Group Inc. (BGC) and SPDR S&P Regional Banking ETF (KRE) have volatilities of 12.20% and 11.72%, 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.