CBZ vs. SPY
Compare and contrast key facts about CBIZ, Inc. (CBZ) 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: CBZ or SPY.
Correlation
The correlation between CBZ and SPY is 0.38, 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
CBZ vs. SPY - Performance Comparison
Key characteristics
CBZ:
-0.11
SPY:
0.32
CBZ:
0.08
SPY:
0.51
CBZ:
1.01
SPY:
1.07
CBZ:
-0.13
SPY:
0.39
CBZ:
-0.27
SPY:
1.52
CBZ:
12.81%
SPY:
3.13%
CBZ:
32.63%
SPY:
14.74%
CBZ:
-96.16%
SPY:
-55.19%
CBZ:
-16.68%
SPY:
-12.17%
Returns By Period
In the year-to-date period, CBZ achieves a -9.74% return, which is significantly lower than SPY's -8.15% return. Over the past 10 years, CBZ has outperformed SPY with an annualized return of 22.97%, while SPY has yielded a comparatively lower 11.89% annualized return.
CBZ
-9.74%
-2.13%
13.54%
-3.50%
29.34%
22.97%
SPY
-8.15%
-6.68%
-4.88%
4.64%
18.45%
11.89%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
CBZ vs. SPY — Risk-Adjusted Performance Rank
CBZ
SPY
CBZ vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CBIZ, Inc. (CBZ) 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
CBZ vs. SPY - Dividend Comparison
CBZ has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.34%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBZ CBIZ, 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 | 1.34% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
CBZ vs. SPY - Drawdown Comparison
The maximum CBZ drawdown since its inception was -96.16%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for CBZ and SPY. For additional features, visit the drawdowns tool.
Volatility
CBZ vs. SPY - Volatility Comparison
CBIZ, Inc. (CBZ) and SPDR S&P 500 ETF (SPY) have volatilities of 7.29% and 7.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.