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AVBC vs SPY

Comparison between Avidia Bancorp Inc (AVBC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

AVBC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
AVBC
$378M
Winner
SPY
$735B
Expense Ratio
AVBC
N/A
SPY
0.09%
Max Drawdown
Winner
AVBC
12.14%
SPY
56.47%
Sharpe Ratio
AVBC
1.39
Winner
SPY
1.62
5Y Beta
Winner
AVBC
0.54
SPY
1.00
Industry
AVBC
Banks - Regional
SPY
N/A
P/E Ratio
Winner
AVBC
-115.00
SPY
28.99
Forward P/E
Winner
AVBC
14.58
SPY
22.37
Dividend Yield
AVBC
0.26%
SPY
N/A
5Y Dividends CAGR
AVBC
N/A
SPY
5.43%
5Y EPS CAGR
AVBC
N/A
SPY
26.05%
Debt to Equity
Winner
AVBC
0.00%
SPY
32.40%
Free Cash Flow Yield
AVBC
9.44%
SPY
N/A
P/S Ratio
Winner
AVBC
3.40
SPY
3.74
P/B Ratio
Winner
AVBC
0.92
SPY
5.61

AVBC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
AVBC
-3.76%
Winner
SPY
+0.22%
3M
AVBC
+1.78%
Winner
SPY
+9.29%
6M
Winner
AVBC
+16.78%
SPY
+8.75%
1Y
Winner
AVBC
+33.21%
SPY
+24.68%
5Y(CAGR)
AVBC
N/A
SPY
+13.40%
10Y(CAGR)
AVBC
N/A
SPY
+15.16%
Max(CAGR)
Winner
AVBC
+40.04%
SPY
+8.48%

AVBC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAVBCSPY
2026+18.05%+8.50%
2025+14.82%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+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%

AVBC vs SPY Drawdown Comparison

The maximum drawdown for AVBC was -11.90%, occurring on May 28, 2026. This drawdown has not yet recovered.

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

The current AVBC drawdown is -8.51%. The current SPY drawdown is -2.68%.

RankAVBCSPY
#1-11.90%
Apr 20, 2026 - May 28, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-9.74%
Sep 18, 2025 - Nov 26, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-5.49%
Feb 9, 2026 - Mar 25, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-5.22%
Dec 19, 2025 - Jan 29, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-3.02%
Aug 28, 2025 - Sep 8, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-2.77%
Mar 25, 2026 - Mar 31, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.49%
Dec 1, 2025 - Dec 3, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.25%
Aug 1, 2025 - Aug 14, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.91%
Sep 8, 2025 - Sep 16, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.64%
Feb 3, 2026 - Feb 9, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.27%
Aug 20, 2025 - Aug 26, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.06%
Nov 26, 2025 - Dec 1, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.92%
Apr 15, 2026 - Apr 17, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.82%
Apr 9, 2026 - Apr 14, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.70%
Dec 12, 2025 - Dec 17, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AVBC and SPY is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.57
-101

Dividend Comparison (1999 - 2026)

AVBC vs SPY dividend yield comparison.

YearAVBCSPY
20260.52%0.24%
20250.00%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%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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