Correlation
The correlation between BGC and SPY is 0.48, 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.
BGC vs. SPY
Compare and contrast key facts about BGC Group Inc. (BGC) 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: BGC or SPY.
Performance
BGC vs. SPY - Performance Comparison
Loading data...
Key characteristics
BGC:
0.34
SPY:
0.67
BGC:
0.58
SPY:
1.03
BGC:
1.07
SPY:
1.15
BGC:
0.14
SPY:
0.69
BGC:
0.57
SPY:
2.61
BGC:
14.66%
SPY:
4.92%
BGC:
37.39%
SPY:
20.44%
BGC:
-98.21%
SPY:
-55.19%
BGC:
-51.63%
SPY:
-3.44%
Returns By Period
In the year-to-date period, BGC achieves a 3.19% return, which is significantly higher than SPY's 0.98% return. Over the past 10 years, BGC has underperformed SPY with an annualized return of 8.95%, while SPY has yielded a comparatively higher 12.73% annualized return.
BGC
3.19%
1.74%
-4.70%
12.56%
42.47%
30.42%
8.95%
SPY
0.98%
6.45%
-0.84%
13.58%
14.08%
15.83%
12.73%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
BGC vs. SPY — Risk-Adjusted Performance Rank
BGC
SPY
BGC vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BGC Group Inc. (BGC) 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.
Loading data...
Dividends
BGC vs. SPY - Dividend Comparison
BGC's dividend yield for the trailing twelve months is around 0.86%, less than SPY's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGC BGC Group Inc. | 0.86% | 0.77% | 0.55% | 1.06% | 0.86% | 4.25% | 9.43% | 8.78% | 4.54% | 5.94% | 5.40% | 5.14% |
SPY SPDR S&P 500 ETF | 1.21% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BGC vs. SPY - Drawdown Comparison
The maximum BGC drawdown since its inception was -98.21%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BGC and SPY.
Loading data...
Volatility
BGC vs. SPY - Volatility Comparison
BGC Group Inc. (BGC) has a higher volatility of 11.58% compared to SPDR S&P 500 ETF (SPY) at 4.85%. This indicates that BGC'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.
Loading data...