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 +13.5% compared to +13.2%

BJ vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BJ(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$11B	$784B
Expense Ratio	N/A	0.09%
Max Drawdown	38.76%	56.47%
Sharpe Ratio	-0.80	1.54
5Y Beta	N/A	1.00
Industry	Discount Stores	N/A
P/E Ratio	19.39	27.62
Forward P/E	18.80	21.11
PEG Ratio	14.67	N/A
5Y Dividends CAGR	N/A	6.00%
5Y EPS CAGR	8.22%	25.30%
Debt to Equity	36.41%	31.11%
Free Cash Flow Yield	2.01%	N/A
P/S Ratio	0.49	3.49
P/B Ratio	5.12	5.30

Market Cap / Net Assets

$11B

Winner

SPY

$784B

Expense Ratio

N/A

SPY

0.09%

Max Drawdown

Winner

38.76%

SPY

56.47%

Sharpe Ratio

-0.80

Winner

SPY

1.54

5Y Beta

N/A

SPY

1.00

Industry

Discount Stores

SPY

N/A

P/E Ratio

Winner

19.39

SPY

27.62

Forward P/E

Winner

18.80

SPY

21.11

PEG Ratio

14.67

SPY

N/A

5Y Dividends CAGR

N/A

SPY

6.00%

5Y EPS CAGR

8.22%

Winner

SPY

25.30%

Debt to Equity

36.41%

Winner

SPY

31.11%

Free Cash Flow Yield

2.01%

SPY

N/A

P/S Ratio

Winner

0.49

SPY

3.49

P/B Ratio

Winner

5.12

SPY

5.30

BJ vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	BJ	SPY
1 month	-0.59%	-1.37%
3 months	-10.32%	+12.22%
6 months	-7.95%	+7.20%
1 year	-24.98%	+23.58%
5 years(CAGR)	+13.47%	+13.19%
10 years(CAGR)	N/A	+15.12%
Max(CAGR)	+18.64%	+8.44%

Winner

-0.59%

SPY

-1.37%

-10.32%

Winner

SPY

+12.22%

-7.95%

Winner

SPY

+7.20%

-24.98%

Winner

SPY

+23.58%

5Y(CAGR)

Winner

+13.47%

SPY

+13.19%

10Y(CAGR)

N/A

SPY

+15.12%

Max(CAGR)

Winner

+18.64%

SPY

+8.44%

BJ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BJ	SPY
2026	-6.30%	+7.95%
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 -28.19%. The current SPY drawdown is -3.18%.

Rank	BJ	SPY
#1	-38.76% Sep 6, 2018 - May 21, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-30.12% Apr 14, 2025 - Jun 22, 2026	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-27.30% Nov 18, 2021 - Aug 18, 2022	-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 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

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BJ vs SPY

BJ vs SPY - Performance Comparison

Key Characteristics

BJ vs SPY - Historical Returns

BJ vs SPY - Annual Returns (1999 - 2026)

BJ vs SPY Drawdown Comparison

Correlation

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