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BCUS vs SPY

Comparison between BANCREEK U.S. LARGE CAP ETF (BCUS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

BCUS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BCUS
$106M
Winner
SPY
$735B
Expense Ratio
BCUS
0.70%
Winner
SPY
0.09%
Max Drawdown
Winner
BCUS
18.28%
SPY
56.47%
Sharpe Ratio
BCUS
0.66
Winner
SPY
1.62
5Y Beta
Winner
BCUS
0.86
SPY
1.00
P/E Ratio
Winner
BCUS
27.48
SPY
28.99
Forward P/E
BCUS
22.46
Winner
SPY
22.37
PEG Ratio
BCUS
0.56
SPY
N/A
5Y Dividends CAGR
BCUS
N/A
SPY
5.43%
5Y EPS CAGR
Winner
BCUS
36.63%
SPY
26.05%
Debt to Equity
BCUS
47.95%
Winner
SPY
32.40%
P/S Ratio
Winner
BCUS
2.13
SPY
3.74
P/B Ratio
BCUS
8.02
Winner
SPY
5.61

BCUS vs SPY - Holdings Comparison

BCUS and SPY have 21 common holdings. Overlap is 13.49%

BCUS's top 25 holdings weight is 86.61%. SPY's top 25 holdings weight is 52.37%.

RankBCUSSPY
#1
SPOTIFY TECHNOLOGY SA (SPOT) - 4.72%
NVIDIA CORP (NVDA) - 8.10%
#2
NVIDIA CORP (NVDA) - 4.32%
APPLE INC (AAPL) - 7.02%
#3
FLEX LTD (FLEX) - 4.29%
MICROSOFT CORP (MSFT) - 4.79%
#4
GE AEROSPACE (GE) - 4.17%
AMAZON.COM INC (AMZN) - 4.02%
#5
META PLATFORMS INC CLASS A (META) - 4.00%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
BROADCOM INC (AVGO) - 3.94%
BROADCOM INC (AVGO) - 3.10%
#7
ROYAL CARIBBEAN GROUP (RCL) - 3.85%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
NETFLIX INC (NFLX) - 3.78%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
TECHNIPFMC PLC (n/a) - 3.76%
TESLA INC (TSLA) - 1.89%
#10
INTERDIGITAL INC (IDCC) - 3.66%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
AMPHENOL CORP CLASS A (APH) - 3.64%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
WESTERN DIGITAL CORP (WDC) - 3.40%
ELI LILLY AND CO (LLY) - 1.31%
#13
SPROUTS FARMERS MARKET INC (SFM) - 3.22%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
RALPH LAUREN CORP CLASS A (RL) - 3.13%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
CARDINAL HEALTH INC (CAH) - 3.08%
EXXON MOBIL CORP (XOM) - 0.97%
#16
BANK OF NEW YORK MELLON CORP (BNY) - 3.08%
INTEL CORP (INTC) - 0.90%
#17
CARPENTER TECHNOLOGY CORP (CRS) - 3.05%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 3.05%
VISA INC CLASS A (V) - 0.85%
#19
CASEY'S GENERAL STORES INC (CASY) - 3.01%
WALMART INC (WMT) - 0.81%
#20
MUELLER INDUSTRIES INC (MLI) - 2.97%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
VISTRA CORP (VST) - 2.94%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
JPMORGAN CHASE & CO (JPM) - 2.92%
CATERPILLAR INC (CAT) - 0.66%
#23
PARKER HANNIFIN CORP (PH) - 2.90%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
UNITED STATES LIME & MINERALS INC (USLM) - 2.87%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
EMCOR GROUP INC (EME) - 2.86%
ABBVIE INC (ABBV) - 0.58%
Total Holdings31505

BCUS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BCUS
+0.78%
Winner
SPY
+1.90%
3M
BCUS
+5.88%
Winner
SPY
+8.55%
6M
Winner
BCUS
+8.32%
SPY
+8.18%
1Y
BCUS
+13.19%
Winner
SPY
+25.79%
5Y(CAGR)
BCUS
N/A
SPY
+13.32%
10Y(CAGR)
BCUS
N/A
SPY
+15.19%
Max(CAGR)
Winner
BCUS
+15.13%
SPY
+8.47%

BCUS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBCUSSPY
2026+8.66%+8.26%
2025+7.13%+18.00%
2024+22.57%+25.59%
2023+0.56%+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-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%

BCUS vs SPY Drawdown Comparison

The maximum drawdown for BCUS was -18.13%, occurring on Apr 8, 2025. Recovery took 158 trading sessions.

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

The current BCUS drawdown is -2.52%. The current SPY drawdown is -2.90%.

RankBCUSSPY
#1-18.13%
Dec 4, 2024 - Jul 25, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-9.81%
Feb 26, 2026 - Apr 13, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-5.91%
Jul 16, 2024 - Aug 23, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-5.91%
Aug 30, 2024 - Sep 19, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-5.56%
Mar 21, 2024 - May 21, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-5.28%
May 6, 2026 - Jun 2, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.02%
Sep 11, 2025 - Jan 9, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.75%
Nov 8, 2024 - Dec 4, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.63%
Jul 25, 2025 - Sep 10, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.52%
May 21, 2024 - Jun 17, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.31%
Jan 29, 2026 - Feb 9, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.26%
Oct 14, 2024 - Nov 6, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.99%
Dec 27, 2023 - Jan 18, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.90%
Jun 18, 2024 - Jul 12, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.76%
Apr 27, 2026 - May 6, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BCUS and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

BCUS vs SPY dividend yield comparison.

YearBCUSSPY
20260.00%0.24%
20250.49%1.07%
20240.23%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%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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