Correlation
The correlation between BJ and SPY is 0.29, 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.
BJ vs. SPY
Compare and contrast key facts about BJ's Wholesale Club Holdings, Inc. (BJ) 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: BJ or SPY.
Performance
BJ vs. SPY - Performance Comparison
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Key characteristics
BJ:
1.07
SPY:
0.70
BJ:
1.69
SPY:
1.02
BJ:
1.20
SPY:
1.15
BJ:
1.88
SPY:
0.68
BJ:
5.17
SPY:
2.57
BJ:
5.79%
SPY:
4.93%
BJ:
29.73%
SPY:
20.42%
BJ:
-38.76%
SPY:
-55.19%
BJ:
-5.61%
SPY:
-3.55%
Returns By Period
In the year-to-date period, BJ achieves a 26.70% return, which is significantly higher than SPY's 0.87% return.
BJ
26.70%
-3.56%
17.56%
28.55%
25.07%
25.75%
N/A
SPY
0.87%
3.99%
-1.56%
13.18%
14.25%
15.81%
12.73%
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Risk-Adjusted Performance
BJ vs. SPY — Risk-Adjusted Performance Rank
BJ
SPY
BJ vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BJ's Wholesale Club Holdings, Inc. (BJ) 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
BJ vs. SPY - Dividend Comparison
BJ has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BJ BJ's Wholesale Club Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BJ vs. SPY - Drawdown Comparison
The maximum BJ drawdown since its inception was -38.76%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BJ and SPY.
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Volatility
BJ vs. SPY - Volatility Comparison
BJ's Wholesale Club Holdings, Inc. (BJ) has a higher volatility of 9.39% compared to SPDR S&P 500 ETF (SPY) at 4.86%. This indicates that BJ'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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