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BCSF vs SPY

Comparison between Bain Capital Specialty Finance Inc (BCSF, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BCSF, delivering a return of +13.4% compared to +7.1%

BCSF vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BCSF
$839M
Winner
SPY
$784B
Expense Ratio
BCSF
N/A
SPY
0.09%
Max Drawdown
BCSF
64.53%
Winner
SPY
56.47%
Sharpe Ratio
BCSF
-0.34
Winner
SPY
1.56
5Y Beta
Winner
BCSF
0.71
SPY
1.00
Industry
BCSF
Asset Management
SPY
N/A
P/E Ratio
Winner
BCSF
11.40
SPY
28.29
Forward P/E
Winner
BCSF
10.11
SPY
21.75
PEG Ratio
BCSF
1.05
SPY
N/A
Dividend Yield
BCSF
13.10%
SPY
N/A
5Y Dividends CAGR
Winner
BCSF
10.75%
SPY
5.43%
5Y EPS CAGR
BCSF
N/A
SPY
25.98%
Debt to Equity
BCSF
133.02%
Winner
SPY
30.79%
Free Cash Flow Yield
BCSF
7.56%
SPY
N/A
P/S Ratio
Winner
BCSF
3.08
SPY
3.79
P/B Ratio
Winner
BCSF
0.77
SPY
5.67

BCSF vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BCSF
-4.37%
Winner
SPY
+0.48%
3M
BCSF
+7.59%
Winner
SPY
+11.67%
6M
BCSF
-3.83%
Winner
SPY
+9.42%
1Y
BCSF
-5.83%
Winner
SPY
+24.27%
5Y(CAGR)
BCSF
+7.08%
Winner
SPY
+13.36%
10Y(CAGR)
BCSF
N/A
SPY
+15.42%
Max(CAGR)
BCSF
+6.90%
Winner
SPY
+8.49%

BCSF vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBCSFSPY
2026-4.28%+8.88%
2025-9.85%+18.00%
2024+28.97%+25.59%
2023+39.60%+26.72%
2022-14.71%-18.64%
2021+38.15%+30.52%
2020-28.74%+17.28%
2019+23.28%+31.09%
2018-4.62%-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%

BCSF vs SPY Drawdown Comparison

The maximum drawdown for BCSF was -62.22%, occurring on Apr 6, 2020. Recovery took 479 trading sessions.

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

The current BCSF drawdown is -20.21%. The current SPY drawdown is -2.35%.

RankBCSFSPY
#1-62.22%
Feb 20, 2020 - Jan 12, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-26.38%
Feb 28, 2025 - Mar 13, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-24.32%
Apr 20, 2022 - Jul 17, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-14.93%
Nov 23, 2018 - Jan 15, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-10.51%
Apr 26, 2019 - Dec 4, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.78%
Sep 19, 2023 - Mar 12, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-9.14%
Jul 30, 2024 - Aug 30, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.97%
Feb 21, 2019 - Mar 21, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.63%
May 1, 2024 - Jun 3, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.76%
Mar 3, 2022 - Apr 5, 2022		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.65%
Feb 16, 2022 - Mar 3, 2022		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.71%
Mar 27, 2019 - Apr 9, 2019		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.70%
Jan 2, 2025 - Jan 21, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.65%
Jan 19, 2022 - Jan 31, 2022		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.48%
Sep 5, 2024 - Oct 4, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BCSF and SPY is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (1999 - 2026)

BCSF vs SPY dividend yield comparison.

YearBCSFSPY
20263.25%0.24%
202514.02%1.07%
202410.27%1.21%
202310.62%1.40%
202211.60%1.65%
20218.94%1.20%
202011.73%1.52%
20198.30%1.75%
20182.45%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%

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