BAC-P-M vs SPY

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

5-Year PerformanceSPY has outperformed BAC-P-M, delivering a return of +13.8% compared to +0.8%

BAC-P-M vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BAC-P-M(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$154B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	27.04%	56.47%
Sharpe Ratio	0.24	1.67
5Y Beta	N/A	1.00
Industry	Other	N/A
P/E Ratio	4.95	28.81
Forward P/E	N/A	22.07
PEG Ratio	0.24	N/A
5Y Dividends CAGR	0.00%	5.43%
5Y EPS CAGR	11.43%	25.84%
Debt to Equity	108.41%	34.16%
Free Cash Flow Yield	36.73%	N/A
P/S Ratio	N/A	3.69
P/B Ratio	N/A	5.54

Market Cap / Net Assets

BAC-P-M

$154B

Winner

SPY

$735B

Expense Ratio

BAC-P-M

N/A

SPY

0.09%

Max Drawdown

Winner

BAC-P-M

27.04%

SPY

56.47%

Sharpe Ratio

BAC-P-M

0.24

Winner

SPY

1.67

5Y Beta

BAC-P-M

N/A

SPY

1.00

Industry

BAC-P-M

Other

SPY

N/A

P/E Ratio

Winner

BAC-P-M

4.95

SPY

28.81

Forward P/E

BAC-P-M

N/A

SPY

22.07

PEG Ratio

BAC-P-M

0.24

SPY

N/A

5Y Dividends CAGR

BAC-P-M

0.00%

Winner

SPY

5.43%

5Y EPS CAGR

BAC-P-M

11.43%

Winner

SPY

25.84%

Debt to Equity

BAC-P-M

108.41%

Winner

SPY

34.16%

Free Cash Flow Yield

BAC-P-M

36.73%

SPY

N/A

P/S Ratio

BAC-P-M

N/A

SPY

3.69

P/B Ratio

BAC-P-M

N/A

SPY

5.54

BAC-P-M vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	BAC-P-M	SPY
1 month	-2.79%	+4.59%
3 months	-5.40%	+7.81%
6 months	+0.78%	+14.24%
1 year	+6.00%	+26.47%
5 years(CAGR)	+0.80%	+13.84%
10 years(CAGR)	N/A	+15.57%
Max(CAGR)	+3.35%	+8.50%

BAC-P-M

-2.79%

Winner

SPY

+4.59%

BAC-P-M

-5.40%

Winner

SPY

+7.81%

BAC-P-M

+0.78%

Winner

SPY

+14.24%

BAC-P-M

+6.00%

Winner

SPY

+26.47%

5Y(CAGR)

BAC-P-M

+0.80%

Winner

SPY

+13.84%

10Y(CAGR)

BAC-P-M

N/A

SPY

+15.57%

Max(CAGR)

BAC-P-M

+3.35%

Winner

SPY

+8.50%

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

Returns include dividend reinvestment.

Year	BAC-P-M	SPY
2026	-1.26%	+8.80%
2025	+0.90%	+18.00%
2024	+3.98%	+25.59%
2023	+15.55%	+26.72%
2022	-17.32%	-18.64%
2021	+3.98%	+30.52%
2020	+7.59%	+17.28%
2019	+9.25%	+31.09%
2018	N/A	-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%

BAC-P-M vs SPY Drawdown Comparison

The maximum drawdown for BAC-P-M was -26.10%, occurring on Mar 23, 2020. Recovery took 111 trading sessions.

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

The current BAC-P-M drawdown is -5.40%. The current SPY drawdown is -0.92%.

Rank	BAC-P-M	SPY
#1	-26.10% Feb 11, 2020 - Jul 21, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-21.27% Jun 24, 2021 - Aug 14, 2024	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-11.78% Oct 16, 2024 - Sep 11, 2025	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-6.12% Sep 16, 2025 - Feb 20, 2026	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-6.01% Feb 20, 2026 - Mar 30, 2026	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-5.29% Dec 17, 2020 - Mar 16, 2021	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-4.44% Oct 6, 2020 - Dec 9, 2020	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-3.70% Sep 9, 2019 - Dec 16, 2019	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-2.90% Apr 26, 2021 - May 28, 2021	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-2.17% Sep 18, 2020 - Oct 2, 2020	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-1.98% Mar 16, 2021 - Apr 6, 2021	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-1.82% Aug 27, 2020 - Sep 16, 2020	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-1.34% Sep 20, 2024 - Oct 16, 2024	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-1.05% Jan 2, 2020 - Jan 30, 2020	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-0.97% Jul 29, 2019 - Aug 9, 2019	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BAC-P-M and SPY is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (1999 - 2026)

BAC-P-M vs SPY dividend yield comparison.

Year	BAC-P-M	SPY
2026	1.56%	0.24%
2025	6.11%	1.07%
2024	5.93%	1.21%
2023	5.84%	1.40%
2022	6.42%	1.65%
2021	5.01%	1.20%
2020	4.92%	1.52%
2019	2.53%	1.75%
2018	0.00%	2.04%
2017	0.00%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%