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.
Correlation
The correlation between BJ and SPY is 0.30, 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
BJ vs. SPY - Performance Comparison
Key characteristics
BJ:
1.71
SPY:
0.61
BJ:
2.66
SPY:
0.89
BJ:
1.32
SPY:
1.12
BJ:
3.13
SPY:
0.84
BJ:
8.70
SPY:
2.86
BJ:
5.72%
SPY:
2.96%
BJ:
29.13%
SPY:
13.89%
BJ:
-38.76%
SPY:
-55.19%
BJ:
-3.11%
SPY:
-9.07%
Returns By Period
In the year-to-date period, BJ achieves a 25.25% return, which is significantly higher than SPY's -4.91% return.
BJ
25.25%
11.55%
36.44%
47.93%
35.44%
N/A
SPY
-4.91%
-4.74%
-2.15%
7.58%
18.02%
12.41%
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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.
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 1.29%.
| 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 | 1.29% | 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. For additional features, visit the drawdowns tool.
Volatility
BJ vs. SPY - Volatility Comparison
BJ's Wholesale Club Holdings, Inc. (BJ) has a higher volatility of 13.89% compared to SPDR S&P 500 ETF (SPY) at 6.20%. 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.