BGLSX vs. SPY
Compare and contrast key facts about Boston Partners Global Long/Short Fund (BGLSX) and SPDR S&P 500 ETF (SPY).
BGLSX is managed by Boston Partners. It was launched on Dec 30, 2013. 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: BGLSX or SPY.
Correlation
The correlation between BGLSX and SPY is 0.65, 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
BGLSX vs. SPY - Performance Comparison
Key characteristics
Returns By Period
BGLSX
N/A
N/A
N/A
N/A
N/A
N/A
SPY
3.28%
4.28%
12.39%
22.37%
14.20%
13.17%
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BGLSX vs. SPY - Expense Ratio Comparison
BGLSX has a 1.81% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
BGLSX vs. SPY — Risk-Adjusted Performance Rank
BGLSX
SPY
BGLSX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Partners Global Long/Short Fund (BGLSX) 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
BGLSX vs. SPY - Dividend Comparison
BGLSX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.17%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGLSX Boston Partners Global Long/Short Fund | 0.98% | 0.98% | 1.45% | 2.19% | 0.00% | 0.06% | 1.32% | 0.00% | 0.00% | 0.22% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.17% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BGLSX vs. SPY - Drawdown Comparison
Volatility
BGLSX vs. SPY - Volatility Comparison
The current volatility for Boston Partners Global Long/Short Fund (BGLSX) is 0.00%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.41%. This indicates that BGLSX 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.