StockComparison Logo
vs

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 +13.4% compared to -3.4%

BBC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BBC
$37M
Winner
SPY
$735B
Expense Ratio
BBC
0.65%
Winner
SPY
0.09%
Max Drawdown
BBC
77.16%
Winner
SPY
56.47%
Sharpe Ratio
Winner
BBC
2.17
SPY
1.62
5Y Beta
BBC
1.21
Winner
SPY
1.00
P/E Ratio
Winner
BBC
-7.30
SPY
28.99
Forward P/E
BBC
N/A
SPY
22.37
5Y Dividends CAGR
BBC
N/A
SPY
5.43%
5Y EPS CAGR
BBC
4.75%
Winner
SPY
26.05%
Debt to Equity
Winner
BBC
11.20%
SPY
32.40%
P/S Ratio
BBC
14.86
Winner
SPY
3.74
P/B Ratio
Winner
BBC
4.04
SPY
5.61

BBC vs SPY - Holdings Comparison

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

BBC's top 25 holdings weight is 34.15%. SPY's top 25 holdings weight is 52.37%.

RankBBCSPY
#1
ERASCA INC (ERAS) - 2.42%
NVIDIA CORP (NVDA) - 8.10%
#2
ENLIVEN THERAPEUTICS INC (ELVN) - 1.91%
APPLE INC (AAPL) - 7.02%
#3
SPYRE THERAPEUTICS INC (SYRE) - 1.66%
MICROSOFT CORP (MSFT) - 4.79%
#4
TANGO THERAPEUTICS INC (TNGX) - 1.63%
AMAZON.COM INC (AMZN) - 4.02%
#5
DIANTHUS THERAPEUTICS INC (DNTH) - 1.56%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.49%
BROADCOM INC (AVGO) - 3.10%
#7
ORUKA THERAPEUTICS INC (ORKA) - 1.49%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
ALUMIS INC (ALMS) - 1.48%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
REZOLUTE INC (RZLT) - 1.39%
TESLA INC (TSLA) - 1.89%
#10
n/a (DFTX) - 1.38%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
COMPASS PATHWAYS PLC ADR (CMPS) - 1.38%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
LIQUIDIA CORP ORDINARY SHARES (LQDA) - 1.37%
ELI LILLY AND CO (LLY) - 1.31%
#13
GH RESEARCH PLC (GHRS) - 1.35%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
RELAY THERAPEUTICS INC ORDINARY SHARES (RLAY) - 1.34%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
CORVUS PHARMACEUTICALS INC (CRVS) - 1.16%
EXXON MOBIL CORP (XOM) - 0.97%
#16
TECTONIC THERAPEUTIC INC (TECX) - 1.15%
INTEL CORP (INTC) - 0.90%
#17
KODIAK SCIENCES INC (KOD) - 1.15%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
CG ONCOLOGY INC (CGON) - 1.15%
VISA INC CLASS A (V) - 0.85%
#19
CENTESSA PHARMACEUTICALS PLC ADR (CNTA) - 1.14%
WALMART INC (WMT) - 0.81%
#20
TYRA BIOSCIENCES INC (TYRA) - 1.13%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
ABCELLERA BIOLOGICS INC ORDINARY SHARES (ABCL) - 1.11%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
JADE BIOSCIENCES INC (JBIO) - 1.10%
CATERPILLAR INC (CAT) - 0.66%
#23
EDGEWISE THERAPEUTICS INC (EWTX) - 1.08%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
ALLOGENE THERAPEUTICS INC (ALLO) - 1.07%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
INTELLIA THERAPEUTICS INC (NTLA) - 1.06%
ABBVIE INC (ABBV) - 0.58%
Total Holdings123505

BBC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BBC
-8.32%
Winner
SPY
+0.22%
3M
BBC
-4.04%
Winner
SPY
+9.29%
6M
BBC
+3.17%
Winner
SPY
+8.75%
1Y
Winner
BBC
+104.37%
SPY
+24.68%
5Y(CAGR)
BBC
-3.38%
Winner
SPY
+13.40%
10Y(CAGR)
BBC
+7.37%
Winner
SPY
+15.16%
Max(CAGR)
BBC
+4.30%
Winner
SPY
+8.48%

BBC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBBCSPY
2026+8.69%+8.50%
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 -31.95%. The current SPY drawdown is -2.68%.

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 0.21 which considered as a very weak or no correlation - the stocks move independently of each other.

0.21
-101

Dividend Comparison (1999 - 2026)

BBC vs SPY dividend yield comparison.

YearBBCSPY
20260.00%0.24%
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%

Select Stocks to Compare

Popular: BBC vs SPY