BCS vs SPY
Comparison between Barclays plc (BCS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceBCS has outperformed SPY, delivering a return of +22.4% compared to +13.3%
BCS vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
BCS
$82B
Winner
SPY
$652B
Expense Ratio
BCS
N/A
SPY
0.09%
Max Drawdown
BCS
95.08%
Winner
SPY
56.47%
Sharpe Ratio
BCS
1.50
Winner
SPY
2.07
5Y Beta
BCS
1.22
Winner
SPY
1.00
Industry
BCS
Banks - Diversified
SPY
N/A
P/E Ratio
Winner
BCS
8.61
SPY
28.24
Forward P/E
Winner
BCS
8.14
SPY
21.85
PEG Ratio
BCS
0.36
SPY
N/A
Dividend Yield
BCS
0.37%
SPY
N/A
5Y Dividends CAGR
Winner
BCS
18.84%
SPY
5.43%
5Y EPS CAGR
BCS
21.16%
Winner
SPY
25.79%
Debt to Equity
BCS
178.48%
Winner
SPY
22.35%
Free Cash Flow Yield
BCS
64.48%
SPY
N/A
P/S Ratio
Winner
BCS
3.02
SPY
3.55
P/B Ratio
Winner
BCS
0.75
SPY
5.29
BCS vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
BCS
+0.85%
Winner
SPY
+9.11%
3M
BCS
-10.18%
Winner
SPY
+6.59%
6M
BCS
+10.30%
Winner
SPY
+10.56%
1Y
Winner
BCS
+47.90%
SPY
+32.04%
5Y(CAGR)
Winner
BCS
+22.43%
SPY
+13.35%
10Y(CAGR)
BCS
+13.36%
Winner
SPY
+15.49%
Max(CAGR)
BCS
+2.38%
Winner
SPY
+8.50%
BCS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BCS | SPY |
|---|---|---|
| 2026 | -7.91% | +8.27% |
| 2025 | +98.76% | +18.00% |
| 2024 | +75.25% | +25.59% |
| 2023 | +3.66% | +26.72% |
| 2022 | -23.63% | -18.64% |
| 2021 | +36.87% | +30.52% |
| 2020 | -14.87% | +17.28% |
| 2019 | +30.88% | +31.09% |
| 2018 | -30.08% | -5.24% |
| 2017 | -2.85% | +20.78% |
| 2016 | -12.06% | +13.59% |
| 2015 | -10.99% | +1.31% |
| 2014 | -14.18% | +14.56% |
| 2013 | +3.16% | +29.00% |
| 2012 | +53.62% | +14.17% |
| 2011 | -32.96% | +0.85% |
| 2010 | -7.58% | +13.14% |
| 2009 | +87.98% | +22.67% |
| 2008 | -73.29% | -36.25% |
| 2007 | -28.26% | +5.32% |
| 2006 | +39.19% | +13.85% |
| 2005 | -2.58% | +5.32% |
| 2004 | +29.72% | +10.75% |
| 2003 | +50.15% | +24.18% |
| 2002 | -23.42% | -22.42% |
| 2001 | +7.97% | -10.13% |
| 2000 | +15.14% | -8.84% |
| 1999 | -6.40% | +8.61% |
BCS vs SPY Drawdown Comparison
The maximum drawdown for BCS was -94.37%, occurring on Jan 23, 2009. 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 BCS drawdown is -29.79%.
| Rank | BCS | SPY |
|---|---|---|
| #1 | -94.37% Apr 16, 2007 - Jan 23, 2009 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -41.34% May 17, 2002 - Oct 10, 2003 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -34.14% Apr 25, 2001 - Jan 4, 2002 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -29.46% Nov 17, 1999 - Dec 18, 2000 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -19.55% Feb 14, 2001 - Apr 20, 2001 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -16.68% Feb 18, 2005 - Feb 10, 2006 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -15.27% May 2, 2006 - Aug 29, 2006 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -14.75% Feb 11, 2004 - Sep 9, 2004 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -11.81% Feb 23, 2007 - Apr 16, 2007 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -11.32% Jan 4, 2002 - Apr 16, 2002 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -7.79% Oct 21, 2003 - Dec 30, 2003 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -6.72% Jan 4, 2001 - Feb 12, 2001 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.71% Jan 15, 2004 - Feb 11, 2004 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.44% Nov 4, 1999 - Nov 15, 1999 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.72% Dec 19, 2000 - Dec 29, 2000 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BCS and SPY is -0.15 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.15
-101
Dividend Comparison (1999 - 2026)
BCS vs SPY dividend yield comparison.
| Year | BCS | SPY |
|---|---|---|
| 2026 | 1.29% | 0.24% |
| 2025 | 1.70% | 1.07% |
| 2024 | 3.13% | 1.21% |
| 2023 | 4.86% | 1.40% |
| 2022 | 4.18% | 1.65% |
| 2021 | 1.61% | 1.20% |
| 2020 | 3.91% | 1.52% |
| 2019 | 3.68% | 1.75% |
| 2018 | 3.21% | 2.04% |
| 2017 | 1.37% | 1.80% |
| 2016 | 2.26% | 2.03% |
| 2015 | 2.95% | 2.06% |
| 2014 | 2.77% | 1.87% |
| 2013 | 2.19% | 1.81% |
| 2012 | 2.18% | 2.18% |
| 2011 | 3.22% | 2.05% |
| 2010 | 2.92% | 1.80% |
| 2009 | 0.74% | 1.95% |
| 2008 | 26.62% | 3.02% |
| 2007 | 7.39% | 1.85% |
| 2006 | 3.50% | 1.73% |
| 2005 | 4.40% | 1.73% |
| 2004 | 3.41% | 1.82% |
| 2003 | 3.37% | 1.47% |
| 2002 | 4.16% | 1.70% |
| 2001 | 2.63% | 1.25% |
| 2000 | 2.51% | 1.15% |
| 1999 | 0.00% | 0.24% |
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