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BBC vs SPY

Comparison between VIRTUS BIOTECH CLINICAL TRIALS ETF (BBC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BBC, delivering a return of +12.8% compared to +4.4%

BBC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BBC
$46M
Winner
SPY
$795B
Expense Ratio
BBC
0.65%
Winner
SPY
0.09%
Max Drawdown
BBC
77.16%
Winner
SPY
56.47%
Sharpe Ratio
Winner
BBC
2.54
SPY
1.20
5Y Beta
BBC
1.18
Winner
SPY
1.00
P/E Ratio
Winner
BBC
-6.26
SPY
26.08
Forward P/E
BBC
N/A
SPY
20.94
PEG Ratio
BBC
N/A
SPY
0.37
5Y Dividends CAGR
BBC
N/A
SPY
6.00%
5Y EPS CAGR
BBC
N/A
SPY
26.38%
Debt to Equity
Winner
BBC
-0.02%
SPY
45.86%
P/S Ratio
BBC
15.29
Winner
SPY
3.75
P/B Ratio
Winner
BBC
3.25
SPY
5.57

BBC vs SPY - Holdings Comparison

BBC and SPY have 1 common holdings. Overlap is 0.00%

BBC's top 25 holdings weight is 23.56%. SPY's top 25 holdings weight is 51.61%.

RankBBCSPY
#1
FIRST TRACKS BIOTHERAPEUTICS INC (TRAX) - 1.29%
NVIDIA CORP (NVDA) - 7.90%
#2
n/a (DFTX) - 1.16%
APPLE INC (AAPL) - 6.79%
#3
REGENXBIO INC (RGNX) - 1.16%
MICROSOFT CORP (MSFT) - 5.64%
#4
MONOPAR THERAPEUTICS INC (MNPR) - 1.15%
AMAZON.COM INC (AMZN) - 4.08%
#5
MBX BIOSCIENCES INC (MBX) - 1.08%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
SELLAS LIFE SCIENCES GROUP INC (SLS) - 1.03%
BROADCOM INC (AVGO) - 3.00%
#7
APOGEE THERAPEUTICS INC (APGE) - 0.96%
ALPHABET INC CLASS C (GOOG) - 2.52%
#8
ERASCA INC (ERAS) - 0.95%
META PLATFORMS INC CLASS A (META) - 1.96%
#9
DAMORA THERAPEUTICS INC ORDINARY SHARES (DMRA) - 0.94%
ELI LILLY AND CO (LLY) - 1.46%
#10
UNIQURE NV (QURE) - 0.94%
MICRON TECHNOLOGY INC (MU) - 1.46%
#11
ZENAS BIOPHARMA INC (ZBIO) - 0.94%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46%
#12
JADE BIOSCIENCES INC (JBIO) - 0.90%
JPMORGAN CHASE & CO (JPM) - 1.45%
#13
NURIX THERAPEUTICS INC ORDINARY SHARES (NRIX) - 0.89%
TESLA INC (TSLA) - 1.40%
#14
PALVELLA THERAPEUTICS INC (PVLA) - 0.88%
ADVANCED MICRO DEVICES INC (AMD) - 1.15%
#15
ANNEXON INC ORDINARY SHARES (ANNX) - 0.87%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.99%
#16
ATAIBECKLEY INC (ATAI) - 0.86%
JOHNSON & JOHNSON (JNJ) - 0.94%
#17
MAPLIGHT THERAPEUTICS INC (MPLT) - 0.85%
VISA INC CLASS A (V) - 0.90%
#18
NEUROGENE INC (NGNE) - 0.85%
WALMART INC (WMT) - 0.74%
#19
ORIC PHARMACEUTICALS INC (ORIC) - 0.85%
CISCO SYSTEMS INC (CSCO) - 0.73%
#20
SOLID BIOSCIENCES INC (SLDB) - 0.85%
INTEL CORP (INTC) - 0.69%
#21
ROCKET PHARMACEUTICALS INC (RCKT) - 0.84%
MASTERCARD INC CLASS A (MA) - 0.68%
#22
BIOHAVEN LTD (BHVN) - 0.83%
ABBVIE INC (ABBV) - 0.66%
#23
SANA BIOTECHNOLOGY INC ORDINARY SHARES (SANA) - 0.83%
COSTCO WHOLESALE CORP (COST) - 0.63%
#24
n/a (FDMT) - 0.83%
APPLIED MATERIALS INC (AMAT) - 0.62%
#25
DYNE THERAPEUTICS INC ORDINARY SHARES (DYN) - 0.83%
BANK OF AMERICA CORP (BAC) - 0.62%
Total Holdings132505

BBC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BBC
+12.27%
SPY
+3.65%
3M
Winner
BBC
+28.57%
SPY
+2.30%
6M
Winner
BBC
+30.43%
SPY
+11.09%
1Y
Winner
BBC
+152.09%
SPY
+20.53%
5Y(CAGR)
BBC
+4.38%
Winner
SPY
+12.80%
10Y(CAGR)
BBC
+11.48%
Winner
SPY
+15.25%
Max(CAGR)
BBC
+7.02%
Winner
SPY
+8.56%

BBC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBBCSPY
2026+48.18%+12.71%
2025+61.24%+18.00%
2024-1.80%+25.59%
2023-0.08%+26.72%
2022-37.30%-18.64%
2021-22.69%+30.52%
2020+32.55%+17.28%
2019+58.55%+31.09%
2018-20.74%-5.24%
2017+56.63%+20.78%
2016-33.53%+13.59%
2015+2.81%+1.31%
2014+3.90%+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%

BBC vs SPY Drawdown Comparison

The maximum drawdown for BBC was -76.85%, occurring on Apr 8, 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 BBC drawdown is -7.23%. The current SPY drawdown is -1.54%.

RankBBCSPY
#1-76.85%
Feb 8, 2021 - Apr 8, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-58.50%
Jul 17, 2015 - Dec 23, 2019		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-40.47%
Dec 24, 2019 - May 11, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-16.61%
Jun 23, 2020 - Nov 27, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-15.83%
Mar 19, 2015 - May 29, 2015		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-8.39%
May 22, 2020 - Jun 19, 2020		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.23%
Dec 23, 2020 - Jan 14, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-8.03%
Jan 27, 2015 - Feb 18, 2015		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.85%
Jun 23, 2015 - Jul 13, 2015		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.59%
Dec 19, 2014 - Jan 2, 2015		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.64%
May 11, 2020 - May 18, 2020		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.48%
Jan 19, 2021 - Feb 2, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.30%
Jan 14, 2015 - Jan 27, 2015		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.64%
Jun 5, 2015 - Jun 22, 2015		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.01%
Jan 5, 2015 - Jan 8, 2015		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BBC and SPY is 0.30 which considered as a very weak or no correlation - the stocks move independently of each other.

0.30
-101

Dividend Comparison (1999 - 2026)

BBC vs SPY dividend yield comparison.

YearBBCSPY
20260.00%0.48%
20251.70%1.07%
20241.00%1.21%
20230.34%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20172.09%1.80%
20160.00%2.03%
20150.51%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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