BKE vs. SPY
Compare and contrast key facts about The Buckle, Inc. (BKE) 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: BKE or SPY.
Correlation
The correlation between BKE and SPY is 0.35, 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
BKE vs. SPY - Performance Comparison
Key characteristics
BKE:
0.64
SPY:
2.17
BKE:
1.08
SPY:
2.88
BKE:
1.13
SPY:
1.41
BKE:
1.01
SPY:
3.19
BKE:
1.75
SPY:
14.10
BKE:
11.63%
SPY:
1.90%
BKE:
31.93%
SPY:
12.39%
BKE:
-71.08%
SPY:
-55.19%
BKE:
-6.80%
SPY:
-3.19%
Returns By Period
In the year-to-date period, BKE achieves a 16.54% return, which is significantly lower than SPY's 24.97% return. Over the past 10 years, BKE has underperformed SPY with an annualized return of 10.16%, while SPY has yielded a comparatively higher 12.92% annualized return.
BKE
16.54%
6.67%
37.85%
20.89%
26.41%
10.16%
SPY
24.97%
-0.32%
8.25%
26.85%
14.57%
12.92%
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Risk-Adjusted Performance
BKE vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Buckle, Inc. (BKE) 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
BKE vs. SPY - Dividend Comparison
BKE's dividend yield for the trailing twelve months is around 7.74%, more than SPY's 0.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKE The Buckle, Inc. | 7.74% | 8.52% | 2.32% | 16.52% | 14.21% | 7.40% | 14.22% | 7.37% | 8.77% | 11.99% | 3.96% | 1.11% |
SPY SPDR S&P 500 ETF | 0.87% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
BKE vs. SPY - Drawdown Comparison
The maximum BKE drawdown since its inception was -71.08%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BKE and SPY. For additional features, visit the drawdowns tool.
Volatility
BKE vs. SPY - Volatility Comparison
The Buckle, Inc. (BKE) has a higher volatility of 9.61% compared to SPDR S&P 500 ETF (SPY) at 3.64%. This indicates that BKE'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.