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BBT vs SPY

Comparison between Beacon Financial Corp (BBT, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BBT, delivering a return of +13.3% compared to +3.5%

BBT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BBT
$2.43B
Winner
SPY
$735B
Expense Ratio
BBT
N/A
SPY
0.09%
Max Drawdown
BBT
80.00%
Winner
SPY
56.47%
Sharpe Ratio
BBT
0.73
Winner
SPY
1.62
5Y Beta
Winner
BBT
0.81
SPY
1.00
Industry
BBT
Banks - Regional
SPY
N/A
P/E Ratio
Winner
BBT
27.58
SPY
28.99
Forward P/E
Winner
BBT
9.07
SPY
22.37
PEG Ratio
BBT
2.60
SPY
N/A
Dividend Yield
BBT
3.79%
SPY
N/A
5Y Dividends CAGR
Winner
BBT
17.21%
SPY
5.43%
5Y EPS CAGR
BBT
N/A
SPY
26.05%
Debt to Equity
BBT
42.82%
Winner
SPY
32.40%
Free Cash Flow Yield
BBT
7.24%
SPY
N/A
P/S Ratio
BBT
3.85
Winner
SPY
3.74
P/B Ratio
Winner
BBT
0.97
SPY
5.61

BBT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BBT
+1.62%
Winner
SPY
+1.90%
3M
BBT
-1.53%
Winner
SPY
+8.55%
6M
Winner
BBT
+17.14%
SPY
+8.18%
1Y
BBT
+22.18%
Winner
SPY
+25.79%
5Y(CAGR)
BBT
+3.46%
Winner
SPY
+13.32%
10Y(CAGR)
BBT
+3.39%
Winner
SPY
+15.19%
Max(CAGR)
BBT
+6.06%
Winner
SPY
+8.47%

BBT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBBTSPY
2026+11.64%+8.26%
2025-2.53%+18.00%
2024+17.92%+25.59%
2023-13.96%+26.72%
2022+4.59%-18.64%
2021+71.91%+30.52%
2020-44.98%+17.28%
2019+24.35%+31.09%
2018-24.99%-5.24%
2017+2.20%+20.78%
2016+33.51%+13.59%
2015+14.10%+1.31%
2014+2.19%+14.56%
2013+14.74%+29.00%
2012+8.75%+14.17%
2011+0.59%+0.85%
2010+11.55%+13.14%
2009-31.65%+22.67%
2008+22.33%-36.25%
2007-21.22%+5.32%
2006-1.49%+13.85%
2005-7.81%+5.32%
2004+4.01%+10.75%
2003+56.67%+24.18%
2002+20.80%-22.42%
2001+37.12%-10.13%
2000+28.80%-8.84%
1999N/A+8.61%

BBT vs SPY Drawdown Comparison

The maximum drawdown for BBT was -78.19%, occurring on Sep 23, 2020. 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 BBT drawdown is -15.43%. The current SPY drawdown is -2.90%.

RankBBTSPY
#1-78.19%
Jun 7, 2018 - Sep 23, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-54.28%
Oct 19, 2006 - Nov 10, 2015		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-20.19%
Jul 1, 2002 - Aug 19, 2002		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-19.79%
Sep 10, 2004 - Sep 5, 2006		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.39%
Aug 26, 2002 - May 6, 2003		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.03%
Dec 1, 2015 - Nov 1, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.83%
Aug 14, 2001 - Dec 10, 2001		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.75%
Jan 9, 2004 - Jul 1, 2004		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-13.97%
Nov 15, 2000 - Dec 28, 2000		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-12.04%
Apr 15, 2002 - Jun 25, 2002		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.83%
Aug 24, 2000 - Nov 1, 2000		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.64%
May 4, 2017 - Sep 27, 2017		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.11%
May 9, 2003 - Jun 4, 2003		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.81%
Oct 20, 2017 - Mar 9, 2018		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.64%
Dec 28, 2016 - Apr 25, 2017		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BBT and SPY is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60
-101

Dividend Comparison (1999 - 2026)

BBT vs SPY dividend yield comparison.

YearBBTSPY
20262.24%0.24%
20253.27%1.07%
20242.53%1.21%
20232.90%1.40%
20221.81%1.65%
20211.69%1.20%
20204.21%1.52%
20192.80%1.75%
20183.26%2.04%
20172.30%1.80%
20162.17%2.03%
20152.61%2.06%
20142.70%1.87%
20132.64%1.81%
20122.89%2.18%
20112.93%2.05%
20102.89%1.80%
20093.09%1.95%
20082.04%3.02%
20072.23%1.85%
20061.67%1.73%
20051.55%1.73%
20041.29%1.82%
20031.33%1.47%
20022.04%1.70%
20012.12%1.25%
20000.63%1.15%
19990.00%0.24%

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