CGBD vs. SPY
Compare and contrast key facts about TCG BDC, Inc. (CGBD) 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: CGBD or SPY.
Correlation
The correlation between CGBD and SPY is 0.42, 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
CGBD vs. SPY - Performance Comparison
Key characteristics
CGBD:
1.68
SPY:
2.21
CGBD:
2.28
SPY:
2.93
CGBD:
1.30
SPY:
1.41
CGBD:
2.37
SPY:
3.26
CGBD:
6.65
SPY:
14.40
CGBD:
4.35%
SPY:
1.90%
CGBD:
17.26%
SPY:
12.44%
CGBD:
-71.09%
SPY:
-55.19%
CGBD:
-0.72%
SPY:
-1.83%
Returns By Period
In the year-to-date period, CGBD achieves a 29.76% return, which is significantly higher than SPY's 26.72% return.
CGBD
29.76%
6.05%
3.34%
28.26%
19.49%
N/A
SPY
26.72%
0.20%
10.28%
27.17%
14.87%
13.04%
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Risk-Adjusted Performance
CGBD vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TCG BDC, Inc. (CGBD) 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
CGBD vs. SPY - Dividend Comparison
CGBD's dividend yield for the trailing twelve months is around 10.41%, more than SPY's 1.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGBD TCG BDC, Inc. | 10.41% | 11.76% | 11.46% | 10.92% | 14.33% | 13.00% | 13.55% | 6.14% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.19% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
CGBD vs. SPY - Drawdown Comparison
The maximum CGBD drawdown since its inception was -71.09%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for CGBD and SPY. For additional features, visit the drawdowns tool.
Volatility
CGBD vs. SPY - Volatility Comparison
TCG BDC, Inc. (CGBD) and SPDR S&P 500 ETF (SPY) have volatilities of 3.73% and 3.83%, 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.