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BDCZ vs SPY

Comparison between BDCZ (BDCZ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BDCZ, delivering a return of +13.3% compared to +3.5%

BDCZ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BDCZ
$12M
Winner
SPY
$735B
Expense Ratio
BDCZ
0.85%
Winner
SPY
0.09%
Max Drawdown
BDCZ
62.33%
Winner
SPY
56.47%
Sharpe Ratio
BDCZ
-0.56
Winner
SPY
1.62
5Y Beta
Winner
BDCZ
0.65
SPY
1.00
P/E Ratio
BDCZ
N/A
SPY
28.99
Forward P/E
BDCZ
N/A
SPY
22.37
5Y Dividends CAGR
BDCZ
2.16%
Winner
SPY
5.43%
5Y EPS CAGR
BDCZ
N/A
SPY
26.05%
Debt to Equity
BDCZ
N/A
SPY
32.40%
P/S Ratio
BDCZ
N/A
SPY
3.74
P/B Ratio
BDCZ
N/A
SPY
5.61

BDCZ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BDCZ
-6.73%
Winner
SPY
+1.90%
3M
BDCZ
+0.60%
Winner
SPY
+8.55%
6M
BDCZ
-8.97%
Winner
SPY
+8.18%
1Y
BDCZ
-9.27%
Winner
SPY
+25.79%
5Y(CAGR)
BDCZ
+3.50%
Winner
SPY
+13.32%
10Y(CAGR)
BDCZ
+6.15%
Winner
SPY
+15.19%
Max(CAGR)
BDCZ
+5.82%
Winner
SPY
+8.47%

BDCZ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBDCZSPY
2026-7.88%+8.26%
2025-4.75%+18.00%
2024+12.06%+25.59%
2023+24.17%+26.72%
2022-9.45%-18.64%
2021+35.54%+30.52%
2020-11.39%+17.28%
2019+24.15%+31.09%
2018-7.79%-5.24%
2017-1.13%+20.78%
2016+23.60%+13.59%
2015-4.61%+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

BDCZ vs SPY Drawdown Comparison

The maximum drawdown for BDCZ was -55.63%, occurring on Mar 23, 2020. Recovery took 266 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current BDCZ drawdown is -16.73%. The current SPY drawdown is -2.90%.

RankBDCZSPY
#1-55.63%
Feb 20, 2020 - Mar 11, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-23.11%
Apr 20, 2022 - Jul 26, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-21.09%
Aug 28, 2017 - Nov 29, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-20.81%
Feb 19, 2025 - Mar 27, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-13.10%
Dec 2, 2015 - Jul 12, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.11%
Jun 28, 2024 - Nov 29, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.36%
Apr 10, 2017 - Aug 28, 2017		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.20%
Sep 25, 2023 - Nov 14, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.98%
Oct 9, 2015 - Dec 2, 2015		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.80%
Apr 29, 2021 - May 27, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.75%
Jan 12, 2022 - Feb 7, 2022		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.36%
Nov 8, 2021 - Jan 4, 2022		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.64%
Feb 8, 2022 - Apr 1, 2022		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.19%
Aug 13, 2021 - Oct 6, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.16%
Jun 14, 2021 - Aug 13, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BDCZ and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

BDCZ vs SPY dividend yield comparison.

YearBDCZSPY
20265.20%0.24%
202510.65%1.07%
20249.26%1.21%
20239.13%1.40%
20229.39%1.65%
20217.49%1.20%
202010.01%1.52%
20198.40%1.75%
20189.66%2.04%
20178.74%1.80%
20167.98%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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