StockComparison Logo
vs

BACQR vs SPY

Comparison between Merlin Inc (BACQR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

BACQR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BACQR
$52M
Winner
SPY
$735B
Expense Ratio
BACQR
N/A
SPY
0.09%
Max Drawdown
Winner
BACQR
38.04%
SPY
56.47%
Sharpe Ratio
Winner
BACQR
1.83
SPY
1.62
5Y Beta
BACQR
N/A
SPY
1.00
P/E Ratio
BACQR
N/A
SPY
28.99
Forward P/E
BACQR
N/A
SPY
22.37
5Y Dividends CAGR
BACQR
N/A
SPY
5.43%
5Y EPS CAGR
BACQR
N/A
SPY
26.05%
Debt to Equity
Winner
BACQR
0.00%
SPY
32.40%
Free Cash Flow Yield
BACQR
-51.39%
SPY
N/A
P/S Ratio
BACQR
N/A
SPY
3.74
P/B Ratio
BACQR
N/A
SPY
5.61

BACQR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BACQR
-4.23%
Winner
SPY
+1.90%
3M
BACQR
-2.95%
Winner
SPY
+8.55%
6M
Winner
BACQR
+21.90%
SPY
+8.18%
1Y
Winner
BACQR
+309.72%
SPY
+25.79%
5Y(CAGR)
BACQR
N/A
SPY
+13.32%
10Y(CAGR)
BACQR
N/A
SPY
+15.19%
Max(CAGR)
Winner
BACQR
+205.84%
SPY
+8.47%

BACQR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBACQRSPY
2026+1.72%+8.26%
2025+332.35%+18.00%
2024-2.86%+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%

BACQR vs SPY Drawdown Comparison

The maximum drawdown for BACQR was -38.04%, occurring on Nov 20, 2025. 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 BACQR drawdown is -34.73%. The current SPY drawdown is -2.90%.

RankBACQRSPY
#1-38.04%
Oct 23, 2025 - Nov 20, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-20.49%
Jul 31, 2025 - Aug 14, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-19.95%
Jan 8, 2025 - May 2, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-15.06%
May 27, 2025 - Jun 17, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-14.29%
Jun 18, 2025 - Jul 18, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.29%
Sep 26, 2025 - Oct 6, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.00%
Aug 15, 2025 - Aug 26, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-13.66%
Oct 9, 2025 - Oct 22, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.53%
Dec 17, 2024 - Jan 8, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.09%
Aug 26, 2025 - Aug 29, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.36%
Jul 18, 2025 - Jul 31, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.71%
Sep 4, 2025 - Sep 11, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.56%
Dec 10, 2024 - Dec 17, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.14%
Dec 2, 2024 - Dec 10, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.41%
Sep 22, 2025 - Sep 26, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BACQR and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Select Stocks to Compare

Popular: BACQR vs SPY

More Comparisons

Compare with similar stocks