BKCC vs. SPY
Compare and contrast key facts about BlackRock Capital Investment Corporation (BKCC) 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: BKCC or SPY.
Key characteristics
| BKCC | SPY |
|---|
Correlation
The correlation between BKCC and SPY is 0.46, 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
BKCC vs. SPY - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BKCC vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Capital Investment Corporation (BKCC) 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
BKCC vs. SPY - Dividend Comparison
BKCC has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.31%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKCC BlackRock Capital Investment Corporation | 10.87% | 10.34% | 13.81% | 10.00% | 16.36% | 12.86% | 13.61% | 11.56% | 12.07% | 8.94% | 10.85% | 11.15% |
SPY SPDR S&P 500 ETF | 1.31% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
BKCC vs. SPY - Drawdown Comparison
Volatility
BKCC vs. SPY - Volatility Comparison
The current volatility for BlackRock Capital Investment Corporation (BKCC) is 0.00%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.08%. This indicates that BKCC 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.