StockComparison Logo
vs

BBDC vs SPY

Comparison between Barings BDC Inc (BBDC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BBDC, delivering a return of +13.4% compared to +6.6%

BBDC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BBDC
$875M
Winner
SPY
$784B
Expense Ratio
BBDC
N/A
SPY
0.09%
Max Drawdown
BBDC
56.73%
Winner
SPY
56.47%
Sharpe Ratio
BBDC
0.12
Winner
SPY
1.56
5Y Beta
Winner
BBDC
0.62
SPY
1.00
Industry
BBDC
Asset Management
SPY
N/A
P/E Ratio
Winner
BBDC
4.67
SPY
28.29
Forward P/E
Winner
BBDC
8.14
SPY
21.75
PEG Ratio
BBDC
0.21
SPY
N/A
Dividend Yield
BBDC
12.40%
SPY
N/A
5Y Dividends CAGR
Winner
BBDC
15.54%
SPY
5.43%
5Y EPS CAGR
BBDC
N/A
SPY
25.98%
Debt to Equity
BBDC
97.25%
Winner
SPY
30.79%
Free Cash Flow Yield
BBDC
26.99%
SPY
N/A
P/S Ratio
Winner
BBDC
3.18
SPY
3.79
P/B Ratio
Winner
BBDC
0.76
SPY
5.67

BBDC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BBDC
-0.34%
Winner
SPY
+0.48%
3M
BBDC
+6.53%
Winner
SPY
+11.67%
6M
BBDC
-1.22%
Winner
SPY
+9.42%
1Y
BBDC
+4.16%
Winner
SPY
+24.27%
5Y(CAGR)
BBDC
+6.57%
Winner
SPY
+13.36%
10Y(CAGR)
BBDC
N/A
SPY
+15.42%
Max(CAGR)
BBDC
+6.61%
Winner
SPY
+8.49%

BBDC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBBDCSPY
2026-3.46%+8.88%
2025+7.85%+18.00%
2024+21.00%+25.59%
2023+17.76%+26.72%
2022-18.37%-18.64%
2021+30.10%+30.52%
2020-3.69%+17.28%
2019+16.88%+31.09%
2018-13.42%-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%

BBDC vs SPY Drawdown Comparison

The maximum drawdown for BBDC was -48.46%, occurring on Mar 18, 2020. Recovery took 278 trading sessions.

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

The current BBDC drawdown is -6.38%. The current SPY drawdown is -2.35%.

RankBBDCSPY
#1-48.46%
Jan 22, 2020 - Mar 1, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-27.42%
Nov 10, 2021 - Nov 9, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-24.47%
Feb 21, 2025 - May 1, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-16.14%
Aug 7, 2018 - Sep 20, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-8.98%
May 4, 2026 - May 19, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-8.93%
Jul 17, 2024 - Sep 13, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.89%
Dec 2, 2024 - Jan 30, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.92%
Nov 9, 2023 - Jan 26, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.81%
Mar 8, 2024 - May 10, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.52%
Sep 19, 2024 - Nov 18, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.21%
Jan 26, 2024 - Feb 23, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.12%
Jun 3, 2024 - Jul 5, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.81%
Jun 28, 2021 - Aug 6, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.43%
Mar 15, 2021 - Apr 6, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.93%
Sep 27, 2019 - Oct 31, 2019		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

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

0.95
-101

Dividend Comparison (1999 - 2026)

BBDC vs SPY dividend yield comparison.

YearBBDCSPY
20266.20%0.24%
202512.96%1.07%
202410.87%1.21%
202311.89%1.40%
202211.66%1.65%
20217.44%1.20%
20207.07%1.52%
20195.25%1.75%
201821.24%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%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: BBDC vs SPY