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:
0.06
SPY:
-0.09
BKE:
0.32
SPY:
-0.02
BKE:
1.04
SPY:
1.00
BKE:
0.06
SPY:
-0.09
BKE:
0.20
SPY:
-0.45
BKE:
10.29%
SPY:
3.31%
BKE:
32.08%
SPY:
15.87%
BKE:
-71.08%
SPY:
-55.19%
BKE:
-29.60%
SPY:
-17.32%
Returns By Period
In the year-to-date period, BKE achieves a -25.07% return, which is significantly lower than SPY's -13.53% return. Over the past 10 years, BKE has underperformed SPY with an annualized return of 7.45%, while SPY has yielded a comparatively higher 11.17% annualized return.
BKE
-25.07%
-6.21%
-11.53%
0.92%
34.16%
7.45%
SPY
-13.53%
-12.00%
-11.25%
-1.30%
15.50%
11.17%
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Risk-Adjusted Performance
BKE vs. SPY — Risk-Adjusted Performance Rank
BKE
SPY
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 10.84%, more than SPY's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKE The Buckle, Inc. | 10.84% | 7.68% | 8.52% | 2.32% | 16.52% | 14.21% | 7.40% | 14.22% | 7.37% | 8.77% | 11.99% | 3.96% |
SPY SPDR S&P 500 ETF | 1.42% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
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 14.73% compared to SPDR S&P 500 ETF (SPY) at 9.29%. 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.