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:
1.73
SPY:
0.20
BJ:
2.64
SPY:
0.42
BJ:
1.32
SPY:
1.06
BJ:
3.23
SPY:
0.21
BJ:
9.23
SPY:
0.92
BJ:
5.58%
SPY:
4.30%
BJ:
29.67%
SPY:
19.83%
BJ:
-38.76%
SPY:
-55.19%
BJ:
-4.94%
SPY:
-15.91%
Returns By Period
In the year-to-date period, BJ achieves a 27.61% return, which is significantly higher than SPY's -12.06% return.
BJ
27.61%
3.48%
31.82%
54.62%
34.64%
N/A
SPY
-12.06%
-8.88%
-11.39%
5.10%
14.70%
11.22%
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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 1.39%.
| 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 | 1.39% | 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
The current volatility for BJ's Wholesale Club Holdings, Inc. (BJ) is 9.08%, while SPDR S&P 500 ETF (SPY) has a volatility of 14.67%. This indicates that BJ 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.