BJ vs SPY
Comparison between BJ`s Wholesale Club Holdings Inc (BJ, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceBJ has outperformed SPY, delivering a return of +15.2% compared to +13.3%
BJ vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
BJ
$12B
Winner
SPY
$652B
Expense Ratio
BJ
N/A
SPY
0.09%
Max Drawdown
Winner
BJ
38.76%
SPY
56.47%
Sharpe Ratio
BJ
-0.85
Winner
SPY
2.07
5Y Beta
Winner
BJ
0.03
SPY
1.00
Industry
BJ
Discount Stores
SPY
N/A
P/E Ratio
Winner
BJ
20.95
SPY
28.24
Forward P/E
Winner
BJ
20.75
SPY
21.85
PEG Ratio
BJ
2.28
SPY
N/A
5Y Dividends CAGR
BJ
N/A
SPY
5.43%
5Y EPS CAGR
BJ
7.61%
Winner
SPY
25.79%
Debt to Equity
BJ
23.62%
Winner
SPY
22.35%
Free Cash Flow Yield
BJ
2.74%
SPY
N/A
P/S Ratio
Winner
BJ
0.56
SPY
3.55
P/B Ratio
BJ
5.57
Winner
SPY
5.29
BJ vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
BJ
-2.31%
Winner
SPY
+9.11%
3M
BJ
-7.30%
Winner
SPY
+6.59%
6M
BJ
+1.70%
Winner
SPY
+10.56%
1Y
BJ
-18.97%
Winner
SPY
+32.04%
5Y(CAGR)
Winner
BJ
+15.17%
SPY
+13.35%
10Y(CAGR)
BJ
N/A
SPY
+15.49%
Max(CAGR)
Winner
BJ
+20.12%
SPY
+8.50%
BJ vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BJ | SPY |
|---|---|---|
| 2026 | +1.13% | +8.27% |
| 2025 | +2.07% | +18.00% |
| 2024 | +32.72% | +25.59% |
| 2023 | -1.81% | +26.72% |
| 2022 | +0.72% | -18.64% |
| 2021 | +79.35% | +30.52% |
| 2020 | +64.96% | +17.28% |
| 2019 | -1.22% | +31.09% |
| 2018 | +0.73% | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
BJ vs SPY Drawdown Comparison
The maximum drawdown for BJ was -38.76%, occurring on Feb 28, 2020. Recovery took 429 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BJ drawdown is -22.49%.
| Rank | BJ | SPY |
|---|---|---|
| #1 | -38.76% Sep 6, 2018 - May 21, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -27.30% Nov 18, 2021 - Aug 18, 2022 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -26.65% Apr 14, 2025 - Nov 24, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -23.67% Nov 10, 2022 - May 20, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -21.78% Jan 27, 2021 - Jul 20, 2021 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -21.29% Aug 24, 2020 - Jan 27, 2021 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -15.92% Jul 16, 2024 - Nov 21, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -11.78% Dec 11, 2024 - Jan 30, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -11.63% Sep 9, 2022 - Nov 10, 2022 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.98% May 22, 2020 - Jun 22, 2020 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.95% Sep 3, 2021 - Oct 21, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -9.65% Jul 13, 2018 - Aug 23, 2018 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.41% Aug 24, 2018 - Aug 30, 2018 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.07% Feb 11, 2025 - Mar 6, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.47% Mar 7, 2025 - Apr 3, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BJ and SPY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Select Stocks to Compare
Popular: BJ vs SPY
More Comparisons
Compare with similar stocks