BBD vs SPY

Comparison between Banco Bradesco S.A. (BBD, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BBD, delivering a return of +13.3% compared to +5.2%

BBD vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBD(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$41B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	80.93%	56.47%
Sharpe Ratio	1.64	2.07
5Y Beta	0.69	1.00
Industry	Banks - Regional	N/A
P/E Ratio	9.60	28.24
Forward P/E	9.29	21.85
PEG Ratio	0.26	N/A
Dividend Yield	34.20%	N/A
5Y Dividends CAGR	18.60%	5.43%
5Y EPS CAGR	2.22%	25.79%
Debt to Equity	447.49%	22.35%
Free Cash Flow Yield	-89.27%	N/A
P/S Ratio	0.46	3.55
P/B Ratio	1.13	5.29

Market Cap / Net Assets

BBD

$41B

Winner

SPY

$652B

Expense Ratio

BBD

N/A

SPY

0.09%

Max Drawdown

BBD

80.93%

Winner

SPY

56.47%

Sharpe Ratio

BBD

1.64

Winner

SPY

2.07

5Y Beta

Winner

BBD

0.69

SPY

1.00

Industry

BBD

Banks - Regional

SPY

N/A

P/E Ratio

Winner

BBD

9.60

SPY

28.24

Forward P/E

Winner

BBD

9.29

SPY

21.85

PEG Ratio

BBD

0.26

SPY

N/A

Dividend Yield

BBD

34.20%

SPY

N/A

5Y Dividends CAGR

Winner

BBD

18.60%

SPY

5.43%

5Y EPS CAGR

BBD

2.22%

Winner

SPY

25.79%

Debt to Equity

BBD

447.49%

Winner

SPY

22.35%

Free Cash Flow Yield

BBD

-89.27%

SPY

N/A

P/S Ratio

Winner

BBD

0.46

SPY

3.55

P/B Ratio

Winner

BBD

1.13

SPY

5.29

BBD vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	BBD	SPY
1 month	-3.88%	+9.11%
3 months	-5.68%	+6.59%
6 months	+10.22%	+10.56%
1 year	+50.61%	+32.04%
5 years(CAGR)	+5.24%	+13.35%
10 years(CAGR)	+3.96%	+15.49%
Max(CAGR)	+11.30%	+8.50%

BBD

-3.88%

Winner

SPY

+9.11%

BBD

-5.68%

Winner

SPY

+6.59%

BBD

+10.22%

Winner

SPY

+10.56%

Winner

BBD

+50.61%

SPY

+32.04%

5Y(CAGR)

BBD

+5.24%

Winner

SPY

+13.35%

10Y(CAGR)

BBD

+3.96%

Winner

SPY

+15.49%

Max(CAGR)

Winner

BBD

+11.30%

SPY

+8.50%

BBD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BBD	SPY
2026	+13.62%	+8.27%
2025	+90.46%	+18.00%
2024	-40.61%	+25.59%
2023	+51.92%	+26.72%
2022	-6.58%	-18.64%
2021	-29.16%	+30.52%
2020	-41.42%	+17.28%
2019	+7.23%	+31.09%
2018	+6.06%	-5.24%
2017	+29.18%	+20.78%
2016	+110.03%	+13.59%
2015	-52.78%	+1.31%
2014	+13.79%	+14.56%
2013	-12.63%	+29.00%
2012	+4.81%	+14.17%
2011	-16.49%	+0.85%
2010	+23.83%	+13.14%
2009	+109.59%	+22.67%
2008	-49.52%	-36.25%
2007	+56.28%	+5.32%
2006	+36.43%	+13.85%
2005	+144.25%	+5.32%
2004	+48.71%	+10.75%
2003	+86.60%	+24.18%
2002	-44.06%	-22.42%
2001	+7.32%	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

BBD vs SPY Drawdown Comparison

The maximum drawdown for BBD was -72.96%, occurring on Dec 18, 2024. 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 BBD drawdown is -38.13%.

Rank	BBD	SPY
#1	-72.96% Jul 10, 2019 - Dec 18, 2024	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-72.31% Sep 2, 2014 - Sep 18, 2017	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-69.89% Apr 11, 2002 - Oct 21, 2004	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-68.88% May 2, 2008 - Apr 9, 2010	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-44.76% Jan 26, 2018 - Jan 25, 2019	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-41.18% Mar 2, 2006 - Jan 4, 2007	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-40.51% Apr 10, 2013 - Aug 26, 2014	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-37.47% Nov 5, 2010 - Apr 10, 2013	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-26.10% Jul 23, 2007 - Sep 27, 2007	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-25.88% Dec 7, 2007 - Apr 30, 2008	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-22.46% Jan 31, 2019 - Jul 9, 2019	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-19.19% Oct 31, 2007 - Dec 6, 2007	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-18.68% Apr 9, 2010 - Jul 22, 2010	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-18.21% Dec 6, 2005 - Jan 24, 2006	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-17.62% Jan 24, 2007 - Apr 16, 2007	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BBD 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)

BBD vs SPY dividend yield comparison.

Year	BBD	SPY
2026	2.00%	0.24%
2025	9.26%	1.07%
2024	8.06%	1.21%
2023	9.57%	1.40%
2022	2.88%	1.65%
2021	5.79%	1.20%
2020	2.70%	1.52%
2019	5.52%	1.75%
2018	3.10%	2.04%
2017	5.06%	1.80%
2016	3.65%	2.03%
2015	6.57%	2.06%
2014	3.16%	1.87%
2013	15.55%	1.81%
2012	2.58%	2.18%
2011	3.65%	2.05%
2010	10.45%	1.80%
2009	1.84%	1.95%
2008	8.46%	3.02%
2007	0.64%	1.85%
2006	3.22%	1.73%
2005	2.63%	1.73%
2004	3.37%	1.82%
2003	5.47%	1.47%
2002	2.19%	1.70%
2001	2.92%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%