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BAC-P-E vs SPY

Comparison between Bank Of America Corp (BAC-P-E, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BAC-P-E, delivering a return of +13.8% compared to +0.3%

BAC-P-E vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BAC-P-E
$138B
Winner
SPY
$735B
Expense Ratio
BAC-P-E
N/A
SPY
0.09%
Max Drawdown
BAC-P-E
86.73%
Winner
SPY
56.47%
Sharpe Ratio
BAC-P-E
-1.13
Winner
SPY
1.67
5Y Beta
BAC-P-E
N/A
SPY
1.00
Industry
BAC-P-E
Other
SPY
N/A
P/E Ratio
Winner
BAC-P-E
4.43
SPY
28.81
Forward P/E
BAC-P-E
N/A
SPY
22.07
PEG Ratio
BAC-P-E
0.21
SPY
N/A
5Y Dividends CAGR
Winner
BAC-P-E
7.82%
SPY
5.43%
5Y EPS CAGR
BAC-P-E
11.43%
Winner
SPY
25.84%
Debt to Equity
BAC-P-E
108.41%
Winner
SPY
34.16%
Free Cash Flow Yield
BAC-P-E
41.00%
SPY
N/A
P/S Ratio
BAC-P-E
N/A
SPY
3.69
P/B Ratio
BAC-P-E
N/A
SPY
5.54

BAC-P-E vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BAC-P-E
+0.64%
Winner
SPY
+4.59%
3M
BAC-P-E
-4.37%
Winner
SPY
+7.81%
6M
BAC-P-E
+0.26%
Winner
SPY
+14.24%
1Y
BAC-P-E
-7.13%
Winner
SPY
+26.47%
5Y(CAGR)
BAC-P-E
+0.30%
Winner
SPY
+13.84%
10Y(CAGR)
BAC-P-E
+3.22%
Winner
SPY
+15.57%
Max(CAGR)
BAC-P-E
+4.08%
Winner
SPY
+8.50%

BAC-P-E vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBAC-P-ESPY
2026+3.98%+8.80%
2025-16.25%+18.00%
2024+11.83%+25.59%
2023+30.80%+26.72%
2022-24.50%-18.64%
2021+5.64%+30.52%
2020+7.61%+17.28%
2019+27.06%+31.09%
2018-12.72%-5.24%
2017+12.91%+20.78%
2016+2.94%+13.59%
2015+15.34%+1.31%
2014+6.66%+14.56%
2013-3.71%+29.00%
2012+40.93%+14.17%
2011-8.39%+0.85%
2010+8.89%+13.14%
2009+62.61%+22.67%
2008-35.97%-36.25%
2007-15.97%+5.32%
2006-1.96%+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%

BAC-P-E vs SPY Drawdown Comparison

The maximum drawdown for BAC-P-E was -84.61%, occurring on Feb 23, 2009. Recovery took 1065 trading sessions.

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

The current BAC-P-E drawdown is -14.89%. The current SPY drawdown is -0.92%.

RankBAC-P-ESPY
#1-84.61%
Feb 28, 2007 - May 19, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-35.27%
May 19, 2011 - Feb 7, 2012		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-29.06%
Feb 6, 2020 - Jul 22, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-27.13%
Jul 30, 2021 - Jan 24, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-23.29%
Sep 4, 2018 - Aug 13, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-20.98%
May 17, 2013 - Nov 19, 2015		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-20.37%
Nov 5, 2024 - Dec 29, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-17.84%
Mar 8, 2012 - Sep 21, 2012		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-17.36%
Oct 17, 2016 - Jun 29, 2018		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.30%
Jan 5, 2016 - Apr 20, 2016		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.87%
Dec 1, 2015 - Dec 31, 2015		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.97%
Jan 11, 2013 - Mar 12, 2013		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.04%
Oct 17, 2012 - Jan 7, 2013		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.95%
May 31, 2024 - Aug 15, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.54%
Jan 29, 2021 - Apr 6, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BAC-P-E and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

BAC-P-E vs SPY dividend yield comparison.

YearBAC-P-ESPY
20262.84%0.24%
20256.67%1.07%
20246.30%1.21%
20236.04%1.40%
20225.54%1.65%
20213.97%1.20%
20204.02%1.52%
20195.70%1.75%
20185.08%2.04%
20174.26%1.80%
20164.66%2.03%
20154.53%2.06%
20144.96%1.87%
20135.04%1.81%
20123.51%2.18%
20116.33%2.05%
20105.52%1.80%
20095.68%1.95%
20089.09%3.02%
20077.46%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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