BJs Wholesale Club Hldgs
ISIN US05550J1016
|WKN A2JPDX
Overview
Description
BJ's Wholesale Club Holdings, Inc. engages in the operation of membership warehouse clubs. Its product categories include grocery, household and pet, television and electronics, furniture, computer and tablets, patio and outdoor living, lawn and garden, baby and kids, toys, home, health and beauty, appliances, and jewelry. The company was founded in 1984 and is headquartered in Marlborough, MA.
Consumer Non-Cyclicals Food and Staples Retail General Merchandise Retail United States
Chart
Financials
Key metrics
| Market capitalisation, EUR | 11,963.40 m |
| EPS, EUR | 3.83 |
| P/B ratio | 7.05 |
| P/E ratio | 22.58 |
| Dividend yield | 0.00% |
Income statement (2023)
| Revenue, EUR | 18,449.47 m |
| Net income, EUR | 483.81 m |
| Profit margin | 2.62% |
What ETF is BJs Wholesale Club Hldgs in?
There are 35 ETFs which contain BJs Wholesale Club Hldgs. All of these ETFs are listed in the table below. The ETF with the largest weighting of BJs Wholesale Club Hldgs is the UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-dis.
| ETF | Weight | Investment focus | Holdings | TER | Fund size (in m EUR) | Return 1Y | WKN | ISIN |
|---|---|---|---|---|---|---|---|---|
| JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) | 0.20% | Equity United States Small Cap | 1,375 | 0.14% | 51 | +23.73% | A3DQ08 | IE000JNKVS10 |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to EUR) A-acc | 0.03% | Equity United States Multi-Factor Strategy | 1,953 | 0.28% | 7 | +16.81% | A2DWAC | IE00BDGV0746 |
| JPMorgan Active US Value UCITS ETF USD (acc) | 0.50% | Equity United States Value | 167 | 0.49% | 12 | - | A3EW6J | IE000TD3TI26 |
| JPMorgan Active US Value UCITS ETF EUR Hedged (acc) | 0.50% | Equity United States Value | 167 | 0.49% | 2 | - | A3EW6T | IE000CQQ22C8 |
| Invesco FTSE RAFI All World 3000 UCITS ETF | 0.04% | Equity World Fundamental/Quality | 1,200 | 0.39% | 67 | +18.96% | A0M2EN | IE00B23LNQ02 |
| JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist) | 0.20% | Equity United States Small Cap | 1,375 | 0.14% | 164 | +24.21% | A3DQ09 | IE0001O84583 |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-dis | 0.03% | Equity United States Multi-Factor Strategy | 1,953 | 0.25% | 32 | +27.51% | A2DND0 | IE00BDGV0308 |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing | 0.01% | Equity World Multi-Factor Strategy | 3,647 | 0.50% | 65 | +20.95% | WELT0B | IE000FPWSL69 |
| UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-dis | 0.58% | Equity World Small Cap | 762 | 0.23% | 11 | +13.33% | A3CMCU | IE00BKSCBW67 |
| UBS ETF (IE) MSCI USA Small Cap ESG Leaders UCITS ETF (USA) A-acc | 0.46% | Equity United States Small Cap | 720 | 0.20% | 580 | - | A40EWV | IE000XFXBGR0 |
| Lyxor Core US Equity (DR) UCITS ETF - Dist | 0.02% | Equity United States | 613 | 0.04% | 34 | +34.53% | LYX0YB | LU1781540957 |
| iShares MSCI World Small Cap UCITS ETF | 0.14% | Equity World Small Cap | 3,321 | 0.35% | 4,796 | +16.96% | A2DWBY | IE00BF4RFH31 |
| Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating | 0.02% | Equity North America Social/Environmental | 1,453 | 0.12% | 193 | +34.19% | A3DJRE | IE000O58J820 |
| SPDR MSCI ACWI IMI UCITS ETF USD Unhedged (Acc) | 0.01% | Equity World | 3,576 | 0.17% | 2,175 | +25.00% | A1JJTD | IE00B3YLTY66 |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-acc | 0.03% | Equity United States Multi-Factor Strategy | 1,953 | 0.25% | 81 | +27.55% | A2JSD1 | IE00BDGV0415 |
| SPDR MSCI World Small Cap UCITS ETF | 0.14% | Equity World Small Cap | 3,545 | 0.45% | 890 | +16.42% | A1W56P | IE00BCBJG560 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Distributing | 0.02% | Equity World Social/Environmental | 5,774 | 0.24% | 407 | +26.93% | A2QL8V | IE00BNG8L385 |
| Franklin U.S. Equity UCITS ETF | 0.12% | Equity United States Multi-Factor Strategy | 251 | 0.25% | 59 | +18.88% | A2DTFZ | IE00BF2B0P08 |
| Fidelity Sustainable Research Enhanced US Equity UCITS ETF Acc | 0.08% | Equity United States Social/Environmental | 201 | 0.20% | 513 | +35.65% | A2P0ZN | IE00BKSBGS44 |
| SPDR MSCI ACWI IMI UCITS ETF USD Unhedged (Dist) | 0.01% | Equity World | 3,576 | 0.17% | 14 | - | A40F93 | IE000DD75KQ5 |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to CHF) A-acc | 0.03% | Equity United States Multi-Factor Strategy | 1,953 | 0.28% | 24 | +15.18% | A2DWAB | IE00BDGV0C91 |
| UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-acc | 0.58% | Equity World Small Cap | 762 | 0.23% | 438 | +13.42% | A3CMCT | IE00BKSCBX74 |
| iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) | 0.22% | Equity United States Small Cap | 1,602 | 0.43% | 2,211 | +20.31% | A0X8SB | IE00B3VWM098 |
| Amundi MSCI Millennials ESG Screened UCITS ETF Acc | 0.47% | Equity World Social/Environmental Millennials | 231 | 0.45% | 138 | +21.66% | LYX0ZL | LU2023678449 |
| Fidelity Sustainable Research Enhanced Global Equity UCITS ETF Acc | 0.07% | Equity World Social/Environmental | 327 | 0.25% | 49 | +26.40% | A2P1GK | IE00BKSBGV72 |
| iShares Russell 1000 Value UCITS ETF USD (Acc) | 0.04% | Equity United States Value | 848 | 0.18% | 75 | +23.12% | A3ECC2 | IE0002EKOXU6 |
| Invesco FTSE RAFI US 1000 UCITS ETF | 0.05% | Equity United States Fundamental/Quality | 1,005 | 0.39% | 401 | +24.89% | A0M2EA | IE00B23D8S39 |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating | 0.01% | Equity World Multi-Factor Strategy | 3,647 | 0.50% | 349 | +21.03% | WELT0A | IE0001UQQ933 |
| SPDR MSCI USA Small Cap Value Weighted UCITS ETF | 0.25% | Equity United States Small Cap | 1,695 | 0.30% | 564 | +18.04% | A12HU5 | IE00BSPLC413 |
| SPDR S&P 400 US Mid Cap UCITS ETF | 0.39% | Equity United States Mid Cap | 401 | 0.30% | 4,533 | +21.74% | A1JSHV | IE00B4YBJ215 |
| iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc) | 0.08% | Equity World Small Cap | 2,278 | 0.35% | 59 | +16.12% | A3C14G | IE000T9EOCL3 |
| Vanguard ESG North America All Cap UCITS ETF (USD) Distributing | 0.02% | Equity North America Social/Environmental | 1,453 | 0.12% | 29 | +34.18% | A3DJRF | IE000L2ZNB07 |
| HSBC MSCI World Small Cap ESG UCITS ETF USD (Acc) | 0.32% | Equity World Small Cap | 1,144 | 0.25% | 59 | +14.91% | A3DUNV | IE000C692SN6 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating | 0.02% | Equity World Social/Environmental | 5,774 | 0.24% | 450 | +26.57% | A2QL8U | IE00BNG8L278 |
| JPMorgan Active US Value UCITS ETF USD (dist) | 0.50% | Equity United States Value | 167 | 0.49% | 5 | - | A3EW6N | IE000DTA2ZH9 |
Performance
Returns overview
| YTD | +40.95% |
| 1 month | +9.90% |
| 3 months | +22.85% |
| 6 months | +6.38% |
| 1 year | +41.46% |
| 3 years | +51.89% |
| 5 years | - |
| Since inception (MAX) | +144.53% |
| 2023 | -3.23% |
| 2022 | +9.23% |
| 2021 | +81.93% |
| 2020 | - |
Monthly returns in a heat map
Risk
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risk overview
| Volatility 1 year | 26.81% |
| Volatility 3 years | 30.36% |
| Volatility 5 years | - |
| Return per risk 1 year | 1.54 |
| Return per risk 3 years | 0.49 |
| Return per risk 5 years | - |
| Maximum drawdown 1 year | -17.49% |
| Maximum drawdown 3 years | -32.61% |
| Maximum drawdown 5 years | - |
| Maximum drawdown since inception | -32.61% |
Rolling 1 year volatility
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH. Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.